Bank finance-based PLUS business quantitative management system

Abstract

The invention discloses a bank finance-based PLUS business quantitative management system. The business quantitative management system comprises a client information file batch acquisition module, a client information file batch analysis module, a parameter system batch sending module, a transaction link passing front gateway module, a mobile phone client service module and a PC server module. The customer information file batch acquisition module is used for acquiring front-end customer information and automatically generating customer information files in batches; the customer information file batch analysis module is used for analyzing customer information files in batch to obtain analyzed file information; and the parameter system batch sending module is used for sending the parsed file information in batches through a parameter system. A unique, efficient and accurate closed-loop link is formed, clients are supported to summarize operation conditions of different branch banks, and enterprises are supported to back-call check transactions.

Description

Technical Field

[0001] The present invention relates to the field of bank corporate business, and in particular to a quantitative management system based on bank financial PLUS business. Background Art

[0002] Bank digitalization A PLUS business system based on bank financial quantitative management is mainly used for corporate business systems, providing better rationalized information development for corporate financial quantitative management business systems. In the context of increasingly fierce competition in the financial industry, financial institutions need to continuously improve customer service levels to meet the diverse needs of customers. However, there are many problems with the current customer service model. There are loopholes in the management of account managers and cadres, the work content is not standardized, and the business level is uneven; there is no standard talent evaluation system and incentive standards; unified indicators and big data comparison have not been achieved, and a personnel and institution PK mechanism cannot be formed for the time being. Provide more intelligent and convenient conditions for the expansion of quantitative management of bank corporate customers, formulate and supervise short-, medium- and long-term business goals, and complete real-time monitoring of the achievement of branch and account manager indicators through data integration and big data analysis. Therefore, it is necessary to create an efficient, big data analysis to achieve real-time monitoring of the achievement of branch and account manager indicators. Therefore, it is necessary to create an efficient and intelligent system management platform system. It is convenient for bank account managers to provide a more convenient and reasonable way. On this basis, a banking financial quantitative management PLUS business system manages the entire customer life cycle, creating people who work together, are determined to complete tasks, and have professional knowledge and technical capabilities. Provide better help for the sustainable development of the banking industry, and truly follow the basic principle of "customer-centric, lifelong banking".

[0003] The business system in the existing technology cannot meet the current market demand with great pressure from log competition. At present, this method better supports account managers to collect customer information conveniently and quickly. The work revolves around the principle of promoting development through management. Through top-down goal setting and bottom-up reporting and feedback, a management closed loop of various tasks is formed. Through the work idea of ​​discovering problems, analyzing problems, and solving problems, the leadership of managers at all levels is strengthened, leading the team to grow and improve performance. Solve the shortcomings of not being able to support development using Java language, not being able to support intelligent customized parsing of data files, not being able to receive http and tcp protocol transmissions, not being able to support json messages, and not being suitable for distributed development. Summary of the invention

[0004] In view of the above problems, the present invention is proposed to provide a quantitative management method and system based on banking finance PLUS business that overcomes the above problems or at least partially solves the above problems.

[0005] According to one aspect of the present invention, a quantitative management system based on banking financial PLUS business is provided, and the business quantitative management system includes:

[0006] Batch collection of customer information file module, batch analysis of customer information file module, batch sending module through parameter system, transaction link through front gateway module, mobile client service module and PC server module;

[0007] The batch collection of customer information files module is used to collect front-end customer information and automatically generate corporate customer information files in batches;

[0008] The batch parsing customer information file module is used to batch parse corporate customer information files to obtain parsed file information;

[0009] The module for sending in batches through a parameter system is used for sending parsed file information in batches through a parameter system.

[0010] Optionally, the business quantification management system is developed based on SpringCloudAlibaba, SpringBoot, SpringBatch and Executor frameworks, and various network proxy contents such as SSL, TMF and WAF are used in the link channel between the Internet and the intranet.

[0011] Optionally, the module for batch collecting customer information files includes: collecting front-end customer information, automatically generating corporate customer information files in batches, and collecting important customer information on the front end.

[0012] Optionally, the transaction link supports Http, Https communication protocols, and Htp communication protocols through a front-end gateway module, completes message format conversion, and uses Nacos in Spring CloudAlibaba as a module for each microservice.

[0013] Optionally, the registry information in the Nacos is used to complete the routing distribution work and the Internet call transactions are collected through the Internet.

[0014] Optionally, the downstream of the management system is a TMF front-end system that supports both ipv4 and ipv6 communication protocols.

[0015] Optionally, the transaction link receives the Http protocol and the TCP protocol through the front-end gateway module, and supports receiving Xml or Json format messages to the gateway system for unified conversion into the Json message format.

[0016] The present invention provides a quantitative management system based on bank finance PLUS business, the business quantitative management system includes: batch collection of customer information file module, batch analysis of customer information file module, batch sending module through parameter system, transaction link through front gateway module, mobile client service module and PC server module; the batch collection of customer information file module is used to collect front-end customer information, and batch automatically generate corporate customer information files; the batch analysis of customer information file module is used to batch analyze corporate customer information files to obtain analysis file information; the batch sending module through parameter system is used to batch send analysis file information through parameter system. A unique, efficient and accurate closed-loop link is formed, and customers are supported to summarize the operating conditions of different branches, and enterprises are supported to check transactions by background check.

[0017] The above description is only an overview of the technical solution of the present invention. In order to more clearly understand the technical means of the present invention, it can be implemented according to the contents of the specification. In order to make the above and other purposes, features and advantages of the present invention more obvious and easy to understand, the specific implementation methods of the present invention are listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0018] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the accompanying drawings required for use in the description of the embodiments will be briefly introduced below. Obviously, the accompanying drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other accompanying drawings can be obtained based on these accompanying drawings without paying creative work.

[0019] Figure 1 A block diagram of the composition of a quantitative management system based on the banking finance PLUS business provided in an embodiment of the present invention. DETAILED DESCRIPTION

[0020] The exemplary embodiments of the present disclosure will be described in more detail below with reference to the accompanying drawings. Although the exemplary embodiments of the present disclosure are shown in the accompanying drawings, it should be understood that the present disclosure can be implemented in various forms and should not be limited by the embodiments set forth herein. On the contrary, these embodiments are provided to enable a more thorough understanding of the present disclosure and to fully convey the scope of the present disclosure to those skilled in the art.

[0021] The terms "comprises" and "having" and any variations thereof in the description embodiments, claims and drawings of the present invention are intended to cover non-exclusive inclusions, for example, including a series of steps or units.

[0022] The technical solution of the present invention is further described in detail below in conjunction with the accompanying drawings and embodiments.

[0023] A banking and financial quantitative management business system that collects customer information, employee performance completion status for the month, employee travel calendar status, employee monthly task allocation, and performance management status comparison of different branches for the month; it provides real-time corporate customer information and identity information online call to Qichacha, intelligent application of customer information management status, and intelligent summary of monthly branch management status, etc., to help corporate account managers collect large-value transaction status of customer information, forming a unique, efficient and accurate closed-loop link, and supports customers to summarize the management status of different branches, and supports corporate background checks to check transactions.

[0024] The system includes: batch generation of customer information files, batch parsing of customer information files, batch sending through parameter system, transaction link through front-end gateway, mobile client service, PC server and other modules.

[0025] The entire system is developed based on frameworks such as SpringCloudAlibaba, SpringBoot, SpringBatch and Executor. Various network proxy contents such as SSL, TMF and WAF are used in the link channel between the Internet and the intranet.

[0026] The batch collection of customer information file module includes collecting front-end customer information, batch automatic generation of corporate customer information files, and collecting important customer information on the front end. It is a long-term, systematic, and accumulative process. The branch will continue to think, continue to innovate and transform, focus on development breakthroughs, and strive to achieve high-quality development transformation, and make new and greater contributions to our bank's construction of a modern financial enterprise with distinctive characteristics and outstanding advantages. Transactions are sent to the gateway front-end system, supporting Http, Https communication protocols, and Htp communication protocols, and completing message format conversion. Nacos in Spring CloudAlibaba is used as the module of each microservice, and the registry information in Nacos is used to complete routing distribution work and Internet call transactions through the Internet.

[0027] The system is developed based on Spring Boot, which can support Http communication protocol + Json message format, as well as TCP communication protocol + Xml and other message formats. It also supports customer information creation through multi-threading technology in Executor, and adopts the concept of thread pool. According to the performance of back-end services, it can reasonably distribute transaction data through multi-threaded calls and tmf.

[0028] The downstream of the system is the TMF front-end system, which supports two communication protocols: ipv4 and ipv6. The front-end system receives Http protocol and Tcp protocol, and supports receiving Xml or Json format messages to the gateway system for unified conversion into Json message format.

[0029] A digital financial quantitative management system based on the bank financial quantitative management PLUS business system receives the http protocol and uses multi-threading to send online transactions and batch parse file business data. At the same time, it forwards the registry information to the mobile server system through Spring CloudAlibaba's Nacos, the customer information detailed query system, and then forwards it to the peripheral system.

[0030] The downstream is the core system service of the bank, the downstream of the message conversion module is the IBM mainframe system, and the communication is sent to the back-end service based on the TCP transmission protocol.

[0031] The authorization system receives TCP and Http protocol transaction data and forwards it to the mobile server backend system through Spring CloudAlibaba Gateway, forwards it to the backend system through the mobile frontend system, and then forwards it to the Nacos system, all through Spring CloudAlibaba and Kakfa technology. It also converts the Http protocol sent by Spring CloudAlibaba Gateway into TCP protocol and sends it to the AS400 backend service.

[0032] In addition, this system supports the internal system to be called using the feign method, and the internal conversion of various business transaction messages.

[0033] A new table logic has been added to the President's Promotion Meeting: Based on the meeting date, if the current date is greater than the meeting date, query the marketing customer list of the President's Promotion Meeting (newly added table), otherwise query according to the original logic.

[0034] The present invention provides a PLUS business system based on digital quantitative management of banks, which is convenient for quantitative management of corporate account managers, personalized customization of account managers, and quantitative monthly performance completion. The digital business management system includes: modules such as president promotion, party member management, image photos, employee clocking in, and authorization management; the gateway as a whole is developed based on Spring CloudAlibaba and Spring Boot; the customer information creation module is developed based on SpringBoot, which is used to verify the authenticity of customer information online based on the input customer element information, and can support Http protocol and Tcp protocol. Nacos is used as a service discovery and registration center, and as an application configuration center, it configures functions such as current limiting. As a configuration center, Nacos will push configuration information to services registered with Nacos, and services can also actively pull configurations in Nacos to achieve distributed development.

[0035] like Figure 1As shown, a banking financial quantitative management business system mainly serves the corporate customer information system of the whole bank. The business system includes: employee management module, account entry module, president recommendation meeting module and employee monthly performance completion status module;

[0036] The entire customer information business system is developed based on Spring CloudAlibaba, Spring Boot and Hadoop framework;

[0037] A digital quantitative business management system includes: a front-end module, a PC server module, an H5 module and an H5 server module; the PC server module is developed based on Spring Boot, used to store customer information and reconcile with the back-end system, can support receiving and can support Http+Json message format, and supports Http protocol and Tcp protocol for communication with the back-end.

[0038] The upstream of the financial quantitative management business system and the downstream of the message conversion module are the customer information system, the image platform system, and the peripheral front-end system that sends the Http protocol + Json format to the customer information system; the customer information system receives the Http protocol, the customer information system receives the Json data, processes the data, and interacts with the AS400 system, mainly to query data.

[0039] The downstream of the digital business system is an IBM mainframe, which is developed using the coble language. The communication is based on a single backend service of TCP. There is also a data base system downstream, which mainly stores the main data information content of the entire bank. The interaction of data files mainly uses the file interaction tool Oriental Communication.

[0040] Netty synchronization is used to synchronize data between the IMB mainframe and the new system.

[0041] This system uses Nacos as a service discovery and registration center, and as an application configuration center to configure current limiting, circuit breaking, blacklist and whitelist, and routing information. As a configuration center, Nacos will push configuration information to Nacos and register it with the Nacos service. The service will actively pull the configuration from Nacos.

[0042] In the present invention, the application changes the customer information business data information.

[0043] Login log recording solution: Login log recording requires interaction with the database and other peripheral system data. Interaction with the database and other third-party systems takes a long time. In order to support the high concurrency requirements of applications, this framework adopts an asynchronous approach and supports the OceanBase domestic database.

[0044] like Figure 1 The digital quantitative management business system shown mainly provides a fast digital banking financial service system for the whole bank.

[0045] In terms of gateway, the spring boot framework can be applied to integrate spring cloud Alibaba to achieve distributed deployment and support high performance.

[0046] The mobile app transaction link uses SSL certificates, f5, tmf message transactions, waf link load, etc.

[0047] The entire project is developed based on Spring CloudAlibaba, which facilitates distributed expansion.

[0048] The big data computing module in the entire project supports computing using the Hadoop framework.

[0049] Beneficial effects: A digital PLUS business management system based on the bank, mainly used for real-time transaction inquiries of corporate account managers, including the creation of corporate account manager itinerary calendars, corporate account manager performance, corporate customer surveys, corporate customer information inquiries, customer credit inquiries, and corporate customer business information third-party systems, which provide great help in ensuring the good development of the bank's business operations.

[0050] The above specific implementation methods further illustrate the objectives, technical solutions and beneficial effects of the present invention in detail. It should be understood that the above are only specific implementation methods of the present invention and are not intended to limit the scope of protection of the present invention. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the scope of protection of the present invention.

Claims

1. A quantitative management system based on banking financial PLUS business, characterized in that: The business quantification management system includes: Batch collection of customer information file module, batch analysis of customer information file module, batch sending module through parameter system, transaction link through front gateway module, mobile client service module and PC server module; The batch collection of customer information files module is used to collect front-end customer information and automatically generate corporate customer information files in batches; The batch parsing customer information file module is used to batch parse corporate customer information files to obtain parsed file information; The module for sending in batches through a parameter system is used for sending parsed file information in batches through a parameter system.

2. A quantitative management system based on banking financial PLUS business according to claim 1, characterized in that: The business quantification management system is developed based on SpringCloudAlibaba, SpringBoot, SpringBatch and Executor frameworks, and various network proxy contents such as SSL, TMF and WAF are used in the link channel between the Internet and the intranet.

3. A quantitative management system based on banking financial PLUS business according to claim 1, characterized in that: The module for batch collecting customer information files includes: collecting front-end customer information, automatically generating corporate customer information files in batches, and collecting important customer information from the front end.

4. A quantitative management system based on banking financial PLUS business according to claim 1, characterized in that: The transaction link supports Http, Https communication protocols, and Htp communication protocols through the front-end gateway module, completes message format conversion, and uses Nacos in Spring CloudAlibaba as the module of each microservice.

5. A quantitative management system based on banking financial PLUS business according to claim 4, characterized in that: The registration table information in the Nacos is used to complete the routing distribution work and the Internet call transactions are collected through the Internet.

6. A quantitative management system based on banking financial PLUS business according to claim 1, characterized in that: The downstream of the management system is the TMF front-end system, which supports both ipv4 and ipv6 communication protocols.

7. A quantitative management system based on banking financial PLUS business according to claim 1, characterized in that: The transaction link receives the Http protocol and the Tcp protocol through the front-end gateway module, and supports receiving Xml or Json format messages to the gateway system for unified conversion into the Json message format.

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