TWI794720B - Performance management analyzing system and method thereof - Google Patents

Abstract

A performance management analyzing system includes a performance database, an adjustment database and a comparing and analyzing module. The performance database is configured for storing a plurality of performance data of each month. Each of the performance data includes a date, a topic, a department, a product type and a performance amount. The performance adjustment database is configured for storing at least one performance adjustment data. The performance adjustment data includes an adjusting performance amount of each of products and product replacements. The comparing and analyzing module is connected to the performance database and the adjustment database. The comparing and analyzing module compares and judges the performance data and the performance adjustment data automatically to become the presentation data of the performance management dashboard. The performance analyzing and managing system improves the use efficiency of performance management data and reduces errors in manual operations.

Description

Performance management analysis system and method

The present invention relates to an analysis and management system, and in particular, to an analysis and management system for analyzing the operational performance data of financial operators, and presents the performance data on the management large-screen instrument by automatic comparison, judgment, and conversion output The board provides managers with quick access to operational data.

In this society with rapid technological development and fierce market competition, the decisions made by business decision makers usually determine the future operation and development direction of the company. However, if decision makers take wrong decisions or miss the best time to make decisions because they don't know the current operating conditions of the company, it will cause financial losses to the company at least, and lead to the bankruptcy of the company at worst. Therefore, maintaining the sustainable operation and development of enterprises is a topic that business decision makers often pay attention to.

Generally speaking, the business performance statement of an enterprise is one of the ways to present the operating status of the enterprise. Based on the product and business performance data in the business performance report, decision makers can check whether the product and business are in line with the current market, and discover potential problems or opportunities faced by the company, so as to make immediate judgments on the actions to be taken. However, when an enterprise has a certain scale and includes a variety of products, the huge amount of performance data in its business performance report makes it difficult for decision makers to quickly and accurately judge the action decisions that should be taken.

Taking financial companies as an example, financial companies have a wide variety of products and businesses and also include multiple operating channels and branches in various regions. Therefore, the performance management department of financial companies produces hundreds of pages of performance reports every month. In order to reflect the operating conditions of the enterprise, the performance management department needs to record long-term performance data and produce performance reports. In addition, in order to ensure the authenticity and accuracy of the performance report, the performance management department needs to spend a lot of manpower to produce and check the report. Furthermore, since a financial enterprise includes multiple departments in charge of different products and businesses, and the marketing models and strategies of each product are also different, the performance reports presented are also different. Therefore, a complete performance report meets the expectations of decision makers. It is a great challenge for the performance management department to assist decision makers to grasp the best decision-making opportunities and intuitively discover problems in the operation of the enterprise.

Therefore, it is necessary to develop a new performance management analysis tool for enterprise operations to solve the related problems mentioned in the previous technologies and improve the efficiency of performance data output and operation management.

In view of this, one scope of the present invention is to provide a performance management analysis system including a performance database, an adjustment database, and a comparison analysis module. The performance database is used to store a plurality of performance data, wherein each performance data includes product information and performance figures. The adjustment database is used to store at least one performance adjustment data, wherein the performance adjustment data includes adjusted product information and adjusted performance figures. The comparative analysis module is connected to the performance database and the adjustment database. The comparison analysis module reads and compares the performance data and performance adjustment data. When the adjusted product information conforms to the product information, the comparison analysis module updates the performance figures to the adjusted performance figures and generates performance corresponding to the product information. number.

Wherein, the performance management analysis system further includes a management display module connection comparison analysis module. The management display module is used to display product information and product performance figures.

Wherein, the performance management analysis system further includes a warning module connected to the comparison analysis module and the management display module, and the comparison analysis module stores the amount threshold. When the product information conforms to the adjusted product information and the difference between the performance figure and the adjusted performance figure is greater than the amount threshold, the warning module generates a warning message, which is received and displayed by the management display module.

Wherein, the performance management analysis system further includes a confirmation module and a release module connected to a management display module. The confirmation module is used to receive the confirmation instruction sent by the user, and the release module releases the product information and performance figures presented by the management display module to a public display module according to the confirmation instruction.

Wherein, the comparison and analysis module stores the amount threshold. When the product information conforms to the adjusted product information, and the difference between the performance figure and the adjusted performance figure is greater than the amount threshold, the comparison analysis module updates the product information's performance figure to the adjusted performance figure.

Among them, the product information is selected from one of personal finance, corporate finance, international finance, digital finance, high-end finance and financial markets.

Another scope of the present invention is to provide a performance data analysis and management method, including the following steps: reading a plurality of performance data from the performance database and reading at least one performance adjustment data from the adjustment database, wherein each performance data includes product information and performance figures, and the performance adjustment data includes adjusted product information and adjusted performance figures; comparing the performance data and at least one performance adjustment data, when the adjusted product information conforms to the product information, the performance figures of the product information are updated to the adjusted performance figures; And generate product performance figures corresponding to product information.

Wherein, the performance management analysis method further includes the following steps: displaying product information and product performance figures on the management display module.

Further, the performance management analysis method includes the following steps: receiving the The confirmation instruction is sent, and the product information and product performance figures are released to the public display module according to the confirmation instruction.

Wherein, after comparing the performance data and at least one performance adjustment data, when the adjusted product information conforms to the product information, the step of updating the performance figures of the product information to the adjusted performance figures further includes the following steps: when the product information conforms to the adjusted product information information and the difference between the performance figure and the adjusted performance figure is greater than the amount threshold, update the performance figure of the product information to the adjusted performance figure.

To sum up, the performance management analysis system of the present invention can handle a large amount of performance data, and can automatically update the performance figures that need to be adjusted, so as to improve efficiency and reduce costs. At the same time, the performance management analysis system can analyze and calculate huge performance data through the comparative analysis module, and can present multi-dimensional performance charts in a variety of ways, so that financial operators can view the operating conditions of financial companies more conveniently and comprehensively. And then quickly provide decision-making information, which not only improves efficiency but also reduces costs. In addition, the performance management analysis system can also automatically judge the rationality of each performance data through the comparison analysis module to improve the accuracy of the analysis.

1: Performance management analysis system

11:Server

111: Performance database

112:Adjust the database

113: Comparison analysis module

114:Warning module

12: Communication device

121: Manage display modules

122:Confirm the module

123:Release module

13: Public display module

S1~S12, S31, S32, S61, S62, S81, S82: steps

FIG. 1 is a functional block diagram of a performance management analysis system according to an embodiment of the present invention.

FIG. 2 is a flow chart showing the steps of a performance management analysis method according to a specific embodiment of the present invention.

FIG. 3 is a flow chart showing the steps of a performance management analysis method according to a specific embodiment of the present invention.

FIG. 4 is a flow chart showing the steps of a performance management analysis method according to an embodiment of the present invention.

In order to make the advantages, spirit and features of the present invention more easily and clearly understood, specific embodiments will be described and discussed in detail with reference to the accompanying drawings. It should be noted that these specific embodiments are only representative specific embodiments of the present invention, and the specific methods, devices, conditions, materials, etc. exemplified therein are not intended to limit the present invention or the corresponding specific embodiments. Moreover, each device in the figure is only used to express its relative position and is not drawn according to its actual scale, so it will be described first.

In various embodiments of the present disclosure, the expression "or" includes any or all combinations of words listed at the same time. For example, the expression "A or B" may include A, may include B, or may include both A and B. Furthermore, the indefinite articles "a", "an" and "an" preceding a device or element of the present invention are not restrictive in terms of the quantity requirement (ie, number of occurrences) of the device or element. Thus "a" should be read to include one or at least one, and means or elements in the singular also include the plural unless the number clearly refers to the singular.

In the description of this specification, descriptions with reference to the terms "a specific embodiment", "another specific embodiment" or "partial specific embodiments" mean that specific features, structures, materials or characteristics described in conjunction with the embodiment include In at least one embodiment of the invention. In this specification, the schematic representations of the above terms do not necessarily refer to the same embodiment. Furthermore, the particular features, structures, materials or characteristics described may be combined in any suitable manner in any one or more embodiments.

Please refer to Figure 1. FIG. 1 is a functional block diagram of a performance management analysis system 1 according to an embodiment of the present invention. In this specific embodiment, the performance management analysis system 1 includes Performance database 111 , adjustment database 112 and comparison analysis module 113 . The performance database 111 is used to store a plurality of performance data. Each performance data contains product information and performance figures. The adjustment database 112 is used for storing at least one performance adjustment data. Performance adjustment data includes adjustment product information and adjustment performance figures. The comparison and analysis module 113 is connected to the performance database 111 and the adjustment database 112, which can compare the performance data and the performance adjustment data and update the performance figures of the product information conforming to the adjusted product information to the adjusted performance figures, and generate the performance of the product information number.

In practice, the performance management analysis system 1 of the present invention can be applied to financial enterprises to manage and analyze the performance related to the operation of the financial enterprises. The performance database 111 , the adjustment database 112 and the comparison analysis module 113 can be integrated in the server 11 or a computer, and the server 11 can be a performance calculation server of a financial company. The comparison and analysis module 113 can be integrated in a chip (eg, CPU). The performance database 111 and the adjustment database 112 can also be set in different servers. In addition, the performance data and the performance adjustment data can be stored in the performance database 111 and the adjustment database 112 respectively in the form of input or import.

The performance data may be product performance data operated by the financial enterprise. Performance data includes product information as well as performance figures. Product information can include personal finance, corporate finance, international finance, digital finance, high-end finance, and financial markets, but is not limited to this. Product information can also be performance data of any other financial company's product items. Further, the product information may include multiple business units, each business unit may include multiple product subcategories, and each product subcategory may include multiple product items. Taking the product information of personal finance as an example, the operating unit can include the head office, division/department, business center, and regional branches of a financial enterprise; the product subcategory can include deposits, loans, and wealth management; the product items of deposits can include Taiwan dollars Live deposits, Taiwan dollar fixed deposits, foreign currency live deposits, foreign currency fixed deposits, etc., the loan product items may include mortgages, credits, student loans, etc., and wealth management products Product items may include investment, insurance, etc. The performance figure can be the transaction amount of each product information in one month. Each of the aforementioned product items may further include the budget amount or actual transaction amount of net income, average amount, balance, etc., and each product item corresponds to a performance figure. In addition, the performance database 111 can store the performance data of a financial company every month, and the product information of each performance data can also include data such as year, month, date, financial subject, and department. Therefore, the performance database 111 stores a huge amount of performance transaction data.

The performance adjustment data may be the adjusted performance data of the products operated by the financial enterprise. The performance adjustment data includes adjusted product information and adjusted performance figures, wherein the adjusted product information can be the aforementioned performance category, and the adjusted performance figures can be the corrected figures corresponding to the adjusted product information. In practice, because the performance data may need to adjust the performance figures of the product items in response to the operating direction or management needs of financial enterprises (such as: increase or decrease of product items, adjustment of interest rates for deposits and loans, budget adjustments, etc.), each Product performance managers can create performance adjustment data and store it in the adjustment database 112 .

After the comparison and analysis module 113 obtains the performance data and the performance adjustment data from the performance database 111 and the adjustment database 112 respectively, the comparison and analysis module 113 compares the performance data and the performance adjustment data. In practice, the comparison analysis module 113 first reads the performance data from the performance database 111 to generate a performance dimension table, and then reads the performance adjustment data from the adjustment database 112 . Next, the comparison and analysis module 113 finds the relevant data corresponding to the adjusted product information according to the adjusted product information of the performance adjustment data, and then updates the performance number of the product information in the performance dimension table to the adjusted performance number according to the comparison result. Further, the comparison and analysis module 113 generates product performance figures corresponding to the product information. For example, the performance management personnel store the performance data of multiple branches in a certain region into the performance database 111. When the performance management analysis system 1 analyzes the product performance in a certain region, the The analysis module 113 first reads the performance adjustment data in the adjustment database 112 and compares it with the performance data of each branch in the area and updates the performance figures in the performance data. Then, the comparison analysis module 113 adjusts the data according to the performance. The data updates the performance figures of the product information to generate the performance figures of the corresponding product information. Therefore, the performance management analysis system 1 of the present invention can automatically update and process a large amount of performance data to improve efficiency and reduce costs.

In a specific embodiment, the comparison and analysis module 113 uses a data simplification rule to create a performance data list and a performance adjustment data list based on the performance data and performance adjustment data, and generates product performance numbers corresponding to the performance data list after comparison. In practice, data simplification rules can be semantic analysis, text comparison, etc. Since the performance data in the performance database 111 may be data stored in multiple regions and multiple branches, the content of the performance data or the description of the product information may be presented in different ways.

Further, the comparison and analysis module 113 stores the amount threshold. When the product information conforms to the adjusted product information and the difference between the performance figure and the adjusted performance figure is greater than the monetary threshold, the comparison analysis module 113 updates the product information's performance figure to the adjusted performance figure. In practice, the amount threshold can be numerical value, ratio or percentage, and each product information can correspond to the amount threshold respectively. The amount threshold can also be determined by the financial industry according to the operating direction and strategy of the financial enterprise. For example, when the performance data obtained by the comparison and analysis module 113 from the performance database 111 is "July, loans, student loans, 1.5 million", the performance adjustment data obtained from the adjustment database 112 is "July , loan, student loan, 1.7 million", and when the amount threshold is 100,000, the comparison analysis module 113 replaces the adjusted performance figure of the performance adjustment data with the performance figure of the performance data. Therefore, the performance management analysis system of the present invention can also automatically judge the rationality of each performance data, so as to improve the accuracy of analysis.

The comparative analysis module of the performance management analysis system of the present invention can be the aforementioned In addition to the comparison method of the specific embodiment, other methods may also be used. In a specific embodiment, when the product information conforms to the adjusted product information and the ratio of the performance figure to the adjusted performance figure is greater than the monetary threshold, the comparison analysis module updates the performance figure conforming to the adjusted product information to the adjusted performance figure. For example, the historical performance data includes the performance data of "April, loan, net income, 5 million yuan" and "May, loan, net income, 6 million yuan", and the amount threshold of the net loan income is 1.5. When the comparison analysis module 113 calculates that the net income of loans in June is 12 million, and the comparison analysis module 113 calculates that the net income ratio of loans in May and June is 2.0, it means that the performance figures in the performance data are unreasonable and It may be wrong planting. In this case, the comparison and analysis module 113 finds out the corresponding product information from the adjustment database 112 and updates the performance figures.

In a specific embodiment, when the product information conforms to the adjusted product information and the ratio of the performance figure to the adjusted performance figure is less than the monetary threshold, the comparison and analysis module further updates the performance figure conforming to the adjusted product information to the adjusted performance figure according to the control label . In practice, the control tag can be used as the basis for judging the use of performance figures of product information in the performance data, and the control tag can be defined according to the performance manager's consideration of the financial company's operating direction or management needs. For example, the performance manager can set the control label of the performance data to 1 or 0, wherein, when the control label of the performance data is set to 1, the comparison analysis module will not update the performance figures of the product information; when the performance data When the control tag of is set to 0, the comparison analysis module will update the performance figures of the product information to the adjusted performance figures. In addition, the performance manager can further establish a control tag list, wherein the control tag list includes control tags of multiple pieces of performance data. The control tag list can be stored in the performance database by input or import, and the comparison analysis module can read the control tag list and judge the performance figures of the product information in the performance data according to the control tags of the performance data in the control tag list Whether to update to adjusted performance figures.

In this specific embodiment, the performance management analysis system 1 includes a communication device 12 connected to a server 11 . The communication device 12 includes a management display module 121 , and the management display module 121 is connected to the comparison and analysis module 113 . The management display module 121 is used for displaying product information and product performance figures generated by the comparative analysis module 113 . In practice, the communication device 12 can be a mobile phone, a tablet, or a computer of a performance manager or supervisor, and the management display module 121 can be a screen of a mobile phone, a tablet, or a computer. After the comparison and analysis module 113 generates product information numbers, the comparison analysis module 113 can display the product information and product performance numbers on the management display module 121 in various forms, such as bar graphs, line graphs, and pie charts , histogram or table, etc. In addition, the management display module 121 can display the year, month, date, financial theme, department and other information of the performance data, and can also present a comparison chart of the target number, actual number, and achievement rate of a specific product within a year. The performance comparison chart of each region or branch, the net income of lending within one year, the income chart of each category of lending products, or the chart generated by the combination of other product information and product performance figures. Moreover, each graph displayed by the management display module 121 can also be viewed in more detailed information by clicking on it, for example: clicking on a net income performance graph at a certain place can then display the net income of each operating area under the jurisdiction of that place performance graph. Further, multiple charts can also be displayed on the management display module 121 at the same time. Therefore, the performance management analysis system 1 of the present invention can analyze and calculate huge performance data through the comparison analysis module 113, and can effectively present multi-dimensional performance charts through the management display module 121 for performance managers or supervisors to view. It enables the financial industry to view the operating conditions of financial enterprises more conveniently and comprehensively, and then quickly provide decision-making information, which not only improves efficiency but also reduces costs.

The communication device 12 of the performance management analysis system 1 further includes a confirmation module 122 and a release module 123 . The confirmation module 122 and the release module 123 are connected to the management display module 121 . The confirmation module 122 is used to receive the confirmation instruction sent by the user, and the issuing module 123 The confirmation command publishes the product information and product performance figures displayed by the management display module 121 to the public display module 13. In practice, the confirmation module 122 and the distribution module 123 can be integrated in the same chip. The public display module 13 can be a monitor, a mobile phone, a tablet computer, and the like. Performance managers or supervisors can send confirmation instructions to the confirmation module 122 through keyboards, touch screens, and other means. In practice, after the performance calculation server of a financial enterprise produces product performance figures and charts, the comparison and analysis module 113 first sends the product performance figures and charts to the management display module 121 for the performance management department's contractors Or the supervisor checks and compares. When the undertaker or supervisor confirms that it is correct, the undertaker or supervisor sends a confirmation command to the confirmation module 122, and then the release module 123 will manage the display according to the confirmation command received by the confirmation module 122. The product information and performance figures displayed by the module 121 are released to the public display module 13 .

Further, the server 11 of the performance management analysis system 1 includes a warning module 114 connected to the comparison analysis module 113 and a management display module 121 . When the product information matches the adjusted product information and the difference between the performance figure and the adjusted performance figure is greater than the amount threshold, the warning module 114 sends out a warning message and displays it on the management display module 121 . In practice, the warning message can be graphics, text, sound, etc. When the warning module 114 sends a warning message, the performance management personnel can check the problematic performance data or performance adjustment data through the management display module 121, and can re-import the performance data and performance adjustment data to the performance database or adjust the data library. In a specific embodiment, when the performance data in the performance dimension table generated by the comparison and analysis module 113 does not contain performance figures, the warning module 114 sends a warning message and displays it on the management display module 121 . In practice, when the comparison and analysis module 113 obtains performance data from the performance database and generates a performance dimension table, the comparison and analysis module 113 also compares whether the product information of each piece of performance data has a corresponding performance number. When a performance data has no performance figures, the warning module 114 sends a warning message and the performance data displayed on the management display module 121. Therefore, the performance management personnel can view the missing performance data through the management display module 121, and re-import the performance data into the performance database.

Please refer to Figure 1 and Figure 2. FIG. 2 is a flow chart showing the steps of comparing, updating and displaying performance data in a performance management analysis method according to a specific embodiment of the present invention. The performance management analysis method in FIG. 2 can be achieved by the performance management analysis system 1 in FIG. 1 . As shown in FIG. 2, in step S1, the comparative analysis module 113 reads a plurality of performance data from the performance database 111 and reads at least one performance adjustment data from the adjustment database 112, wherein each performance data includes a product information and performance figures, and the performance adjustment data includes adjusted product information and adjusted performance figures. In step S2, the comparison and analysis module 113 first compares whether the adjusted product information of the performance adjustment data is consistent with the product information of the performance data. In practice, the comparison analysis module 113 can compare with the performance database according to the year, month, date, financial theme, department, product information and performance figures of the performance adjustment data in the adjustment database. If yes, execute step S31: the comparison and analysis module 113 updates the performance figures of the product information to adjusted performance figures and generate product performance figures; if no, then execute step S32: the comparison analysis module 113 does not update the product News performance figures. Next, in step S4 , the comparison and analysis module 113 displays the product information and the integrated product performance figures on the management display module 121 . Further, in step S5, the confirmation module 122 determines whether to receive the confirmation instruction sent by the user. If yes, then execute step S61: the publishing module 123 displays the product information and product performance figures displayed by the management display module 121 on the public display module 13; if not, then execute step S62: the publishing module 123 does not Release management display module 121 displays product information and product performance figures.

Please refer to Figure 1 and Figure 3. Fig. 3 is a flow chart showing whether the difference in comparing performance figures is greater than the monetary threshold in the performance management analysis method according to a specific embodiment of the present invention picture. The performance management analysis method in FIG. 3 can be achieved by the performance management analysis system 1 in FIG. 1 . As shown in Figure 3, when the comparison analysis module 113 reads a plurality of performance data from the performance database 111 and reads at least one performance adjustment data from the adjustment database 112, in step S7, the comparison analysis module 113 Whether the difference between the comparison performance figure and the adjusted performance figure is greater than the amount threshold. If yes, execute step S81: the comparison and analysis module 113 updates the performance figures of the product information to adjusted performance figures and generate product performance figures; if no, execute step S82: the comparison analysis module 113 does not update the product News performance figures. Next, in step S9 , the comparison and analysis module 113 displays the product information and the integrated product performance figures on the management display module 121 .

Please refer to Figure 1 and Figure 4. FIG. 4 is a flow chart showing the steps of the warning module and warning messages in the performance management analysis method according to an embodiment of the present invention. The performance management analysis method in FIG. 4 can be achieved by the performance management analysis system 1 in FIG. 1 . As shown in Figure 4, when the comparison analysis module 113 reads a plurality of performance data from the performance database 111 and reads at least one performance adjustment data from the adjustment database 112, in step S10, the comparison analysis module 113 Compare the performance figures of the product information and adjust the performance figures of the adjusted product information. In step S11, when the difference between the performance figure and the adjusted performance figure is greater than the amount threshold, the warning module 114 generates a warning message. Next, in step S11 , the warning module 114 sends the warning message to the management display module 121 of the communication device 12 for display.

To sum up, the performance management analysis system of the present invention can automatically update and adjust and can process a large amount of performance data to improve efficiency and reduce costs. In addition, the performance management analysis system can analyze and calculate huge performance data through the comparative analysis module, and can present multi-dimensional performance charts in a variety of ways, enabling financial operators to view the operating conditions of financial companies more conveniently and comprehensively, and then Quickly provide decision-making information. In addition, the performance management analysis system can also automatically judge the rationality of each performance data through the comparison analysis module to improve the accuracy of the analysis.

Through the above detailed description of the preferred embodiments, it is hoped that the characteristics and spirit of the present invention can be described more clearly, and the scope of the present invention is not limited by the preferred embodiments disclosed above. On the contrary, the intention is to cover various changes and equivalent arrangements within the scope of the patent application for the present invention. Therefore, the scope of the scope of the patent application for the present invention should be interpreted in the broadest way based on the above description, so as to cover all possible changes and equivalent arrangements.

1: Performance management analysis system

11:Server

111: Performance database

112:Adjust the database

113: Comparison analysis module

114:Warning module

12: Communication device

121: Manage display modules

122:Confirm the module

123:Release module

13: Public display module

Claims (6)

A performance management analysis system includes: a performance database for storing a plurality of performance data, each of which includes a product information and a performance figure; an adjustment database for storing at least one performance adjustment data , wherein the performance adjustment data includes an adjusted product information and an adjusted performance figure; and a comparison analysis module, connected to the performance database and the adjustment database, the comparison analysis module is used to read and perform semantic analysis One of the algorithm and the text comparison algorithm analyzes the performance data and the at least one performance adjustment data to generate a performance data list and a performance adjustment data list, and the comparison analysis module compares the performance data list and the performance adjustment data list, when the adjusted product information in the performance adjustment data list matches the product information in the performance data list, the comparison analysis module updates the performance figures to the adjusted performance figures, and generates the corresponding A product performance number of product information; a management display module connected to the comparative analysis module, the management display module is used to display the product information and the product performance number; a confirmation module is used to receive a user A confirmation instruction sent; and a release module, connected to the management display module and the confirmation module, the release module will display the product information and the product performance figures displayed on the management display module according to the confirmation instruction Publish to a public display module. The performance management analysis system described in item 1 of the scope of the patent application further includes a warning module connected to the comparison analysis module and the management display module, and the comparison analysis module stores an amount threshold, when the product information symbol When the adjusted product information is combined and the difference between the performance figure and the adjusted performance figure is greater than the amount threshold, the warning module generates a warning message, and the management display module receives and displays the warning message. The performance management analysis system described in item 1 of the scope of the patent application, wherein the comparison analysis module stores an amount threshold, when the product information conforms to the adjusted product information, and the difference between the performance number and the adjusted performance number is greater than When the amount threshold is reached, the comparison analysis module will update the performance figure of the product information to the adjusted performance figure. The performance management analysis system described in item 1 of the patent application scope, wherein the product information is selected from one of personal finance, corporate finance, international finance, digital finance, high-end finance and financial markets. A performance management analysis method, comprising the following steps: reading a plurality of performance data from a performance database and reading at least one performance adjustment data from an adjustment database, wherein each of the performance data includes a product information and a performance figure, And the performance adjustment data includes an adjusted product information and an adjusted performance figure; read and analyze the performance data and the at least one performance adjustment data through one of a semantic analysis algorithm and a text comparison algorithm to generate a performance data list and a performance adjustment data list, and compare the performance data list and the performance adjustment data list, when the adjusted product information in the performance adjustment data list matches the product information in the performance data list, the product information in the updating the performance figure to the adjusted performance figure; generating a product performance figure corresponding to the product information; displaying the product information and the product performance figure on a management display module; receiving a confirmation command sent by a user; and Publishing the product information and the product performance figures displayed by the management display module to a public display module according to the confirmation instruction. The performance management analysis method described in item 5 of the scope of the patent application, wherein when comparing the performance data and the at least one performance adjustment data, when the adjusted product information conforms to the product information, the performance figures of the product information are updated as The step of adjusting the performance figures further includes the following steps: when the product information conforms to the adjusted product information and the difference between the performance figures and the adjusted performance figures is greater than an amount threshold, updating the performance figures of the product information to The adjusted performance figures.

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