A method and apparatus for supplementing customer information

Abstract

The invention provides a method for supplementing customer information, which comprises the following steps: adding various types of customer information fields in a data dictionary; establishing themapping relationship between each type of customer information field and the information maintenance template in the data dictionary; when the customer information maintenance transaction is in progress, the corresponding information maintenance template is called according to the customer information maintenance transaction, and the customer information is supplemented according to the mapping relationship between each type of customer information field and the information maintenance template in the data dictionary. By establishing the mapping relationship between each type of customer information field in the data dictionary and the information maintenance template, It can provide flexible and standardized customer information supplemental recording mechanism for each branch and region,and can change supplemental recording fields at any time without modifying codes, thus reducing the change cost, responding to local regulatory requirements in a timely manner, and improving customerinformation supplemental recording efficiency.

Description

technical field [0001] The present invention relates to the technical field of data processing, and more specifically, to a method and device for supplementary recording of customer information. Background technique [0002] With the gradual technologicalization of banking business, the regulatory requirements of banking regulators around the world for customer information are changing day by day. Due to the differences in regulatory requirements and usage habits, each branch may need to enter different customer information. [0003] The existing core system can store and maintain most of the public information of customers, but it cannot contain the special customer information required by all branches. To meet this requirement, the core system needs to maintain the special fields required by all branches, which will cause a lot of redundant fields. In addition, each branch needs to find the fields it needs from a large number of branch supplementary fields, which seriously...

AI Technical Summary

Problems solved by technology

[0003] The existing core system can store and maintain most of the public information of customers, but it cannot contain the special customer information required by all branches. To meet this requirement, the core system needs to maintain the special fields required by all branches, which will cause a lot of redundant fields. In addition, each branch needs to find the fields it needs from a large number of branch supplementary fields, which seriously affects the efficiency of supplementary customer information, and this mechanism is not conducive to changes. If a branch makes changes, it will involve All branches, high cost of change

[0004] Another solution is to provide field supplementary records in the characteristic system according to the needs of each branch, but this solution needs to modify the program every time the customer supplementary record information is changed, and the change cost is high

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