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Investment bank work manuscript management method and system

A management method and management system technology, applied in the field of investment bank work paper management, can solve problems such as low efficiency, save time, save time for uploading work papers, and achieve the effect of efficient uploading

Pending Publication Date: 2020-02-21
GF SECURITIES CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

However, there are generally a large number of work paper files in the project. In this way, they can only be uploaded one by one, and the processing efficiency is extremely low.

Method used

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  • Investment bank work manuscript management method and system
  • Investment bank work manuscript management method and system
  • Investment bank work manuscript management method and system

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Embodiment Construction

[0035] The technical solutions in the embodiments of the present application will be described below with reference to the drawings in the embodiments of the present application.

[0036] Investment bank projects will produce a large number of working papers through multiple stages such as contracting, project establishment, verification, declaration, review, issuance and listing, and continuous supervision. The existing work paper management method usually only scans the work paper into a pdf (Portable Document Format, portable document format) file, and uploads it to the file system for archiving. However, there are generally a large number of work paper files in the project. In this way, they can only be uploaded one by one, and the processing efficiency is extremely low. Moreover, since there may be multiple feedback and reply stages involved in the filing process of working papers, and the continuous supervision stage generally lasts for many years, the existing working p...

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Abstract

The invention provides an investment bank work manuscript management method and system, and the method is used for the work manuscript management of an investment bank, and comprises the steps: determining a to-be-uploaded folder which comprises a plurality of work manuscripts according to an instruction generated by the selection operation of a folder by a processor; determining a work manuscriptdirectory corresponding to the to-be-uploaded folder from an investment bank work manuscript management system, and uploading each work manuscript in the to-be-uploaded folder to the work manuscriptdirectory; and obtaining an auditing passing instruction or a file returning instruction of any one of the plurality of work manuscripts, and archiving the work manuscripts according to the auditing passing instruction, or sending prompt information indicating that the work manuscripts need to be modified to a processor according to the file returning instruction. In this way, batch uploading of the work manuscripts can be achieved, the uploading efficiency is greatly improved, and then effective management of a large number of work manuscripts of an investment bank is achieved.

Description

technical field [0001] This application relates to the field of file management, and specifically relates to a method and system for managing working papers of investment banks. Background technique [0002] Investment bank projects go through multiple stages such as contracting, project approval, verification, declaration, review, issuance and listing, and continuous supervision, resulting in a large number of working papers. The existing work paper management method usually only scans the work paper as a pdf file and uploads it to the file system for archiving. However, there are generally a large number of work paper files in the project. In this way, they can only be uploaded one by one, and the processing efficiency is extremely low. Contents of the invention [0003] The purpose of the embodiments of the present application is to provide a method and system for managing working papers of investment banks, so as to realize the effective management of a large number o...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F16/16G06F16/11G06Q10/10G06Q40/02
CPCG06F16/16G06F16/113G06Q10/10G06Q40/02
Inventor 赖征林李长树全龙军杨松鹿群曹炳艾李立峰蒋荣
Owner GF SECURITIES CO LTD
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