Security company T+1 liquidation assessment index method, device, equipment and medium

Abstract

The invention provides a security company T + 1 liquidation assessment index method, device, equipment and medium, and the method comprises the steps: 1, collecting company business system data, and storing the data in a temporary data storage region; 2, cleaning and pre-processing the company business system data in the temporary data storage area, unifying the data format to obtain to-be-adjusted business department assessment index data, and respectively counting in the undertaking business department; step 3, performing assessment index calculation according to a preset assessment index rule to obtain real assessment index data of the business department; according to the invention, the problems of low data processing efficiency, poor accuracy, insufficient real-time performance and lack of unified data management in the existing system are solved.

Description

TECHNICAL FIELD

[0001] The present application relates to the field of financial technology, in particular to a method and device for calculating T+1 clearing assessment indicators of a securities company, and a medium. BACKGROUND

[0002] T+1 refers to the business occurring on the same day as the trading day, and the clearing and processing are performed on the second trading day. At present, most securities companies still use traditional manual statistics or semi-automated systems when calculating the assessment indicators of each branch and customer. These systems usually rely on scattered data sources, such as different business systems, reports, etc., and require manual data collection and arrangement. Some systems have limited data processing capacity and cannot handle large-scale customer data. In addition, the operating assessment indicators set by the company headquarters for branches each year cover A-share market share, net commission, margin interest rate difference, and other aspects. The company headquarters assesses the branches based on the completion of the indicators each year, and the calculation is relatively complex and cumbersome.

[0003] The data collection and arrangement process of the existing manual statistics or semi-automated systems is tedious, prone to errors, and slow in processing, which cannot provide assessment indicator data in a timely manner and has low data processing efficiency. Moreover, since some systems do not consider complex situations such as customer migration, the calculated assessment indicators are often inaccurate and cannot truly reflect the business situation of each branch and customer, with poor accuracy. Customer migration refers to the situation where the transaction data or account information of a customer does not match the actual branch, such as: customer A is maintained by branch X (contracted) for opening an account, and due to factors such as the adjustment of the customer's location, the customer relationship needs to be transferred to branch Y (contracted), and this transfer is called migration.

[0004] In addition, the existing systems also have the problems of insufficient real-time performance and lack of unified data management. The data of the existing systems is not updated in a timely manner, which cannot reflect the dynamic changes of the business in a timely manner, leading to lag in the calculation of assessment indicators and inability to provide timely and effective support for company decision-making. Moreover, due to the lack of effective integration between different business systems and data sources, data inconsistency is easily caused, increasing the difficulty and cost of data processing. SUMMARY

[0005] The technical problem to be solved by the present application is to provide a method, device, equipment and medium for calculating T+1 clearing assessment indicators of a securities company, which solves the problems of low data processing efficiency, poor accuracy, insufficient real-time performance and lack of unified data management in the existing systems.

[0006] In a first aspect, the present application provides a method for calculating T+1 clearing assessment indicators of a securities company, comprising:

[0007] Step 1, collecting company business system data and storing it in a temporary data storage area;

[0008] Step 2, cleaning and preprocessing the company business system data in the temporary data storage area, and unifying the data format, obtaining the to-be-adjusted business department evaluation index data, and respectively counting in the undertaking business department;

[0009] Step 3, calculating the evaluation index according to the preset evaluation index rule;

[0010] The step 3 is specifically:

[0011] S01, each branch department of the company sets a customer adjustment rule;

[0012] S02, adjusting the to-be-adjusted business department evaluation index data according to the customer adjustment rule, and distributing part of the to-be-adjusted business department evaluation index data of the undertaking business department to the undertaking business department according to the customer adjustment rule;

[0013] The customer adjustment rule is to set a distribution index value according to a set proportion, and distribute the to-be-adjusted business department evaluation index data;

[0014] S03, the undertaking business department adds the business department evaluation index data according to the distribution index value, and the undertaking business department subtracts the business department evaluation index data according to the distribution index value;

[0015] S04, obtaining the distribution index value of all business departments according to the customer adjustment rule and the corresponding customer undertaking / undertaking business department, and performing grouped aggregation operation on the to-be-adjusted business department evaluation index data based on the distribution index value, to obtain the real business department evaluation index data.

[0016] Further, the company business system data collection is specifically:

[0017] Collecting relevant data from each business system of the company, wherein the relevant data includes customer transaction data and account information;

[0018] The collection method is: connecting directly to the wisdom platform through JDBC, collecting relevant data through the HIVE database of the wisdom platform, specifying the execution time of each schedule through regular expressions, executing the business logic of each schedule by the encapsulated Bean class, and managing through the Job task scheduling class, establishing a temporary data storage area to store the relevant data collected by the schedule.

[0019] Further, the cleaning and preprocessing is specifically: checking and deleting the duplicate and incorrect company business system data in the temporary data storage area through SQL script on the wisdom platform; according to the set evaluation index data standard, the to-be-adjusted index data of customer dimension and business department dimension are obtained through the data storage and processing method of the wisdom platform.

[0020] The unified data format is specifically: the data format of the collected company business system is unified to obtain the to-be-adjusted business department evaluation index data.

[0021] Further, it further comprises:

[0022] Step 4, the business department real evaluation index data is stored by using Mysql database and cached by using redis;

[0023] Step 5, based on React, a front-end interface is constructed, the business department real evaluation index data is generated into a customer detail and a business department summary report, and the front-end interface is visualized to display.

[0024] In a second aspect, the present application provides a device for T+1 clearing evaluation index of a securities company, comprising: a data acquisition module, which acquires company business system data and stores the data into a temporary data storage area;

[0025] A data cleaning and preprocessing module cleans and preprocesses the company business system data in the temporary data storage area, unifies the data format, and obtains to-be-adjusted business department evaluation index data, and respectively counts in the undertaking business department;

[0026] An evaluation index calculation module calculates the evaluation index according to a preset evaluation index rule;

[0027] The evaluation index calculation module is specifically:

[0028] A setting rule unit sets customer adjustment rules for each branch department of the company;

[0029] A setting distribution unit adjusts the to-be-adjusted business department evaluation index data according to the customer adjustment rules, and distributes part of the to-be-adjusted business department evaluation index data of the undertaking business department to the undertaking business department according to the customer adjustment rules;

[0030] The customer adjustment rules are to set a distribution index value according to a set proportion, and to distribute the to-be-adjusted business department evaluation index data;

[0031] A setting calculation unit adds the distribution index value to the business department evaluation index data for the undertaking business department, and subtracts the distribution index value from the business department evaluation index data for the undertaking business department;

[0032] A setting integration unit obtains distribution index values of all business departments according to the customer adjustment rules and corresponding customer undertaking / undertaking business departments, groups and aggregates the to-be-adjusted business department evaluation index data based on the distribution index values, and obtains business department real evaluation index data.

[0033] Further, the company business system data is collected, in particular:

[0034] The relevant data is collected from each business system of the company, and the relevant data includes customer transaction data and account information.

[0035] The collection method is: connecting the platform through JDBC, collecting relevant data through the HIVE database of the platform, specifying the execution time of each schedule through a regular expression, executing the business logic of each schedule by a packaged Bean class, and managing it through a Job task scheduling class.

[0036] Further, the cleaning and preprocessing are as follows: checking and deleting duplicate and incorrect company business system data in the temporary data storage area through SQL scripts on the platform; according to the set evaluation index data standard, the data is cleared through the big data storage and processing of the platform, and the customer dimension and branch dimension are obtained. The adjusted index data is obtained.

[0037] The unified data format is as follows: the data format of the collected company business system is unified to obtain the adjusted branch evaluation index data.

[0038] Further, it further comprises:

[0039] The result storage module stores the real branch evaluation index data in a Mysql database and uses redis for cache storage.

[0040] The report generation and display module generates a report of customer details and branch summary based on the real branch evaluation index data, and visualizes the report on the front-end interface.

[0041] In a third aspect, the present application provides an electronic device, comprising a memory, a processor, and a computer program stored on the memory and executable on the processor, wherein the processor executes the program to implement the method of the first aspect.

[0042] In a fourth aspect, the present application provides a computer-readable storage medium having a computer program stored thereon, wherein the program is executed by a processor to implement the method of the first aspect.

[0043] The one or more technical solutions provided in the embodiments of the present application have at least the following technical effects or advantages:

[0044] 1. Accuracy is improved: through the processing and data cleaning of the customer drift, the accuracy of the evaluation index calculation is improved, and the business situation of each branch and customer can be truly reflected.

[0045] 2. Efficiency improvement: By using big data clearing and automated processing, the T+1 annual assessment indicators of customer details and branch summary are realized, which greatly improves the statistical efficiency.

[0046] 3. Data consistency: The scattered data sources are integrated, and a unified data management platform is established to ensure the consistency and accuracy of the data, reduce the difficulty and cost of data processing.

[0047] 4. Decision support: The clearing assessment indicators provide a strong basis for the branch assessment policy formulated by the headquarters, support the company's decision-making, and help improve the company's management level and business competitiveness.

[0048] The above description is only a summary of the technical solutions of the present application. In order to more clearly understand the technical means of the present application, it can be implemented according to the content of the specification, and in order to make the above and other purposes, features and advantages of the present application more obvious and easy to understand, the following specific embodiments of the present application are described. BRIEF DESCRIPTION OF DRAWINGS

[0049] The present application will be further described below with reference to the accompanying drawings and embodiments.

[0050] Figure 1 The flowchart in the method of the first embodiment of the present application is shown.

[0051] Figure 2 The structure diagram of the device in the second embodiment of the present application is shown. DETAILED DESCRIPTION

[0052] The present application provides a method, device, equipment and medium for securities company T+1 clearing assessment indicators, which solves the problems of low data processing efficiency, poor accuracy, lack of real-time performance and lack of unified data management in the existing system.

[0053] Embodiment one

[0054] The present embodiment provides a method for securities company T+1 clearing assessment indicators, as shown in Figure 1 , which includes:

[0055] Step 1, collecting relevant data from each business system of the company, the relevant data including customer transaction data and account information submitted by the customer; storing the relevant data as company business system data to the temporary data storage area;

[0056] The collection method is:

[0057] Directly connecting to the universe platform through JDBC,

[0058] The HIVE database of the all-in-one platform is used to schedule collection of relevant data, and compared with ETL tool collection, the HIVE database collection can effectively accelerate data set query time and realize synchronous execution of 50+ scheduling tasks.

[0059] The execution time of each scheduling is specified by a regular expression, the business logic of each scheduling is executed by a packaged Bean class, and a temporary data storage area is established to store the relevant data collected by scheduling through the management of a Job task scheduling class.

[0060] Step 2, cleaning and preprocessing the company business system data in the temporary data storage area, unifying the data format, obtaining the to-be-adjusted business department evaluation index data, and counting in the undertaking business department.

[0061] The cleaning and preprocessing specifically include:

[0062] On the all-in-one platform, the repeated and erroneous company business system data in the temporary data storage area are checked and deleted through SQL scripts;

[0063] According to the set evaluation index data standard, the to-be-adjusted index data of the customer dimension and the business department dimension are obtained through the big data storage and processing of the all-in-one platform.

[0064] The unifying data format specifically includes: unifying the data formats of different business systems of the company, facilitating subsequent calculation and processing, and obtaining the to-be-adjusted business department evaluation index data.

[0065] Step 3, performing evaluation index calculation according to the preset evaluation index rule.

[0066] The evaluation index calculation according to the preset evaluation index rule specifically includes:

[0067] S01, the company branch department sets a customer adjustment rule (such as 80-20 allocation or 70-30 allocation, and the undertaking and undertaking business departments agree on the customer evaluation index allocation ratio, which is input through OA approval);

[0068] S02, adjusting the to-be-adjusted business department evaluation index data according to the customer adjustment rule,

[0069] The to-be-adjusted business department evaluation index data before adjustment is counted in the undertaking business department, and according to the allocation ratio set by the customer adjustment rule, the to-be-adjusted business department evaluation index data of the undertaking business department is allocated to the undertaking business department according to the customer adjustment rule.

[0070] The customer adjustment rule is to set an allocation index value according to a set ratio, and the to-be-adjusted business department evaluation index data is allocated.

[0071] S03. The contracting sales department adds the assessment index data of each sales department to the allocated index value, and the contracting sales department subtracts the assessment index data of each sales department from the allocated index value;

[0072] S04. Obtaining allocated index values ​​for all sales departments according to the client adjustment rules and the different sales departments contracted / undertaken by the client. Grouping and aggregating the assessment index data for each sales department to be adjusted based on the allocated index values ​​to obtain actual assessment index data for the sales department.

[0073] For example, if customer Zhang San's A-share market share is 0.8000, the adjustment rule is to split it 8:2 between Sales Departments A (Contracting) and B (Contracting). Since this customer's A-share market share was counted in Sales Department B before liquidation, 0.640000 will be added to Sales Department A's total A-share market share, and 0.160000 will be subtracted from Sales Department B's total A-share market share. This can be added cumulatively for multiple customers.

[0074] Step 4: Use the MySQL database to store the actual assessment index data of the sales department and calculate the results. When calculating the assessment index, load the preset assessment index rules from the database;

[0075] Use redis for cache storage to improve data access speed;

[0076] The MySQL database is an open source relational database management system that is widely used in various web applications and is lightweight, easy to use and manage.

[0077] The Redis is an open source memory data structure storage system that can be used as a database, cache, and message middleware, and has the characteristics of high performance and high concurrency.

[0078] Step 5: Build a front-end interface based on React, generate customer details and sales department summary reports based on the sales department's real assessment indicator data, and display them visually on the front-end interface.

[0079] Based on the same inventive concept, this application also provides a device corresponding to the method in Example 1, see Example 2 for details.

[0080] Example 2

[0081] In this embodiment, a device for evaluating the T+1 liquidation index of a securities company is provided. Figure 2 Shown, including:

[0082] Data collection module, collects company business system data and stores it in a temporary data storage area;

[0083] The data cleaning and preprocessing module cleans and preprocesses the company business system data in the temporary data storage area, and unifies the data format to obtain to-be-adjusted business department evaluation index data, and respectively counts the to-be-adjusted business department evaluation index data of the undertaking business department;

[0084] The evaluation index calculation module calculates the evaluation index according to a preset evaluation index rule.

[0085] The evaluation index calculation module specifically comprises:

[0086] The setting rule unit sets customer adjustment rules for each branch department of the company.

[0087] The setting distribution unit adjusts the to-be-adjusted business department evaluation index data according to the customer adjustment rules, and distributes part of the to-be-adjusted business department evaluation index data of the undertaking business department to the undertaking business department according to the customer adjustment rules.

[0088] The customer adjustment rules are to set a distribution index value according to a set proportion, and to distribute the to-be-adjusted business department evaluation index data.

[0089] The setting calculation unit adds the distribution index value to the business department evaluation index data of the undertaking business department, and subtracts the distribution index value from the business department evaluation index data of the undertaking business department.

[0090] The setting integration unit obtains the distribution index value of all business departments according to the customer adjustment rules and the corresponding customer undertaking / undertaking business department, and performs grouped aggregation operation on the to-be-adjusted business department evaluation index data based on the distribution index value to obtain business department real evaluation index data.

[0091] The result storage module stores the business department real evaluation index data in a Mysql database and uses redis for cache storage.

[0092] The report generation and display module generates a report of customer details and business department summary based on a React front-end interface, and visually displays the report on the front-end interface.

[0093] The device introduced in the second embodiment of the present application is a device used to implement the method of the first embodiment of the present application, and therefore, based on the method introduced in the first embodiment of the present application, those skilled in the art can understand the specific structure and modifications of the device, and therefore, will not be described here. Any device used in the method of the first embodiment of the present application belongs to the scope of the present application.

[0094] Based on the same inventive concept, the present application also provides another device corresponding to the method in the first embodiment, which is described in detail in the third embodiment.

[0095] Embodiment three

[0096] The embodiment provides a device for a securities company T+1 clearing assessment index, comprising:

[0097] A data acquisition module: relevant data such as customer transaction data and account information are acquired from various business systems in the company, data are acquired in a manner of directly connecting a HIVE database of a Hadoop platform through JDBC, and compared with ETL tool acquisition, data set query time is effectively accelerated;

[0098] A system task scheduling unit is included, 50+ scheduling tasks can be synchronously executed, the system task scheduling unit specifies the execution time of each scheduling through a regular expression, the business logic of each scheduling is executed by a packaged Bean class, and the Job task scheduling class is used for management.

[0099] A data cleaning and preprocessing module: the acquired data are cleaned and preprocessed, repeated and erroneous data are removed, customer floating is handled, and data formats are unified. Data preprocessing is mainly realized through the Hadoop platform, abnormal and repeated data are mainly detected and removed through a SQL script mode, according to the assessment index data standard, the client maintenance and the branch office dimension adjustment before index data are obtained through a big data storage process processing mode;

[0100] An assessment index calculation module: according to preset assessment index rules,

[0101] The assessment index data of each branch office before adjustment is collected as the data before adjustment into the Easy Adjuster;

[0102] The customer adjustment rules (such as 80-20 allocation, 70-30 allocation, the assessment index data of the customer corresponding to the adjustment before adjustment are all counted in the undertaking branch office, and part of the undertaking branch office needs to be adjusted) submitted by each branch OA are input into the Easy Adjuster system;

[0103] The client dimension assessment index data to be adjusted are collected, based on the adjustment rules input in the second step, the index value that should be added to the undertaking branch office and the index value that should be subtracted from the undertaking branch office are obtained;

[0104] According to different assessment indexes and different customer groups, the values that should be adjusted and increased / decreased of all branch offices are accumulated, and the real assessment index data of each branch office after adjustment are obtained based on the addition and subtraction operation of the data before adjustment in the first step.

[0105] A data storage module: the processed data and calculation results are stored in a Mysql database, and redis is used for cache storage, so that the data access speed is improved.

[0106] A report generation and display module: a front-end interface is constructed based on React, a report of customer details and branch office summary is generated, and visual display is performed.

[0107] React: It is a JavaScript library for building user interfaces. It uses a component-based development approach to improve the maintainability and reusability of the code.

[0108] Redis: It is an open source in-memory data structure storage system that can be used as a database, cache, and message middleware. It has the characteristics of high performance and high concurrency.

[0109] MySQL: is an open source relational database management system that is widely used in various web applications. It is lightweight, easy to use and manage.

[0110] System management module: responsible for system configuration management, user authority management, etc.

[0111] The implementation steps of this device are as follows:

[0112] Data collection: The data collection module regularly collects customer transaction data, account information and other related data from the securities company's various business systems and stores them in a temporary data storage area.

[0113] Data cleaning and preprocessing: Data cleaning: Clean the collected data, remove duplicate and erroneous data, and ensure the accuracy and completeness of the data.

[0114] Customer account drift processing: By analyzing customer transaction data and account information, we can identify customer account drift situations and handle them according to preset rules (the contracting and subcontracting business departments agree on the customer assessment index allocation ratio and enter it into the Easy Adjustment System after OA approval), such as associating customer data with the correct business department.

[0115] Data format unification: Unify the data formats of different business systems to facilitate subsequent calculations and processing.

[0116] Assessment indicator calculation: Rule loading: The assessment indicator calculation module loads the preset assessment indicator rules from the database.

[0117] Data calculation: Based on the loaded rules, the processed data is calculated to obtain the assessment indicators of each branch and customer.

[0118] Result storage: Store the calculation results in the MySQL database and update the relevant data in the Redis cache.

[0119] Report generation and display: The report generation and display module generates customer details and sales department summary reports based on calculation results, and displays them visually on the front-end interface for user viewing and analysis.

[0120] Based on the same inventive concept, the present application provides an electronic device corresponding to the embodiment one, which is described in detail in the embodiment four.

[0121] Embodiment four

[0122] The embodiment provides an electronic device, which comprises a memory, a processor and a computer program stored in the memory and executable on the processor, and the processor can realize any of the implementation manners of the embodiment one when executing the computer program.

[0123] Since the electronic device introduced in the embodiment is the device used for implementing the method in the embodiment one of the present application, the specific implementation manners of the electronic device in the embodiment and various changes thereof can be understood by those skilled in the art based on the method introduced in the embodiment one of the present application, and therefore, how the electronic device realizes the method in the embodiment of the present application is not described in detail here. As long as the device used by those skilled in the art for implementing the method in the embodiment of the present application belongs to the range of the present application.

[0124] Based on the same inventive concept, the present application provides a storage medium corresponding to the embodiment one, which is described in detail in the embodiment five.

[0125] Embodiment five

[0126] The embodiment provides a computer readable storage medium, which stores a computer program, and the computer program can realize any of the implementation manners of the embodiment one when being executed by a processor.

[0127] Since the computer readable storage medium introduced in the embodiment is the computer readable storage medium used for implementing the method in the embodiment one of the present application, the specific implementation manners of the computer readable storage medium in the embodiment and various changes thereof can be understood by those skilled in the art based on the method introduced in the embodiment one of the present application, and therefore, how the computer readable storage medium realizes the method in the embodiment of the present application is not described in detail here. As long as the computer readable storage medium used by those skilled in the art for implementing the method in the embodiment of the present application belongs to the range of the present application.

[0128] The technical solutions provided in the embodiments of the present application have at least the following technical effects or advantages:

[0129] The method, device, equipment and medium for the securities company T+1 clearing assessment index provided in the embodiments of the present application have the following advantages:

[0130] 1. Improving the accuracy of the calculation of the assessment index, and solving the problem of inaccurate calculation caused by customer floating;

[0131] 2. Improve data processing and statistical efficiency, realize T+1 to get the annual assessment indicators of customer details and sales department summary;

[0132] 3. Integrate scattered data sources, establish a unified data management platform, and ensure data consistency and accuracy;

[0133] 4. Provide strong basis for the branch to develop assessment policy for headquarters, support the company's decision-making.

[0134] Those skilled in the art will appreciate that embodiments of the application can be provided as methods, systems, or computer program products. Accordingly, the application can take the form of an entirely hardware embodiment, an entirely software embodiment, or an embodiment combining software and hardware aspects. Furthermore, the application can take the form of a computer program product on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROMs, optical storage devices, etc.) having computer-usable program code embodied in the medium.

[0135] The application is described with reference to flowcharts and / or block diagrams of methods, apparatus (systems), and computer program products according to embodiments of the application. It should be understood that each flow and / or block in the flowcharts and / or block diagrams can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, a special-purpose computer, an embedded processor, or other programmable data processing apparatus to produce a machine, so that the instructions executed by the processor of the computer or other programmable data processing apparatus produce a means for implementing the functions specified in the flowcharts and / or block diagrams. Figure 1 The functions specified in one or more flows and / or blocks. Figure 1 The means for implementing the functions specified in one or more flows and / or blocks.

[0136] These computer program instructions can also be stored in a computer-readable memory that can direct the computer or other programmable data processing apparatus to work in a specific way, so that the instructions stored in the computer-readable memory produce a product including instruction means, which implements the functions specified in the flowcharts and / or block diagrams. Figure 1 The functions specified in one or more flows and / or blocks. Figure 1 The means for implementing the functions specified in one or more flows and / or blocks.

[0137] These computer program instructions can also be loaded into a computer or other programmable data processing apparatus, so that a series of operation steps are performed on the computer or other programmable data processing apparatus to produce a computer-implemented process, so that the instructions executed on the computer or other programmable data processing apparatus provide a means for implementing the functions specified in the flowcharts and / or block diagrams. Figure 1 The functions specified in one or more flows and / or blocks. Figure 1 The means for implementing the functions specified in one or more flows and / or blocks.

[0138] While the foregoing describes specific embodiments of the application, one of ordinary skill in the art will further appreciate that the specific exemplary embodiments described are meant to be illustrative only and are not intended to limit the scope of the application. Changes, modifications, and equivalents which would occur to one skilled in the art upon a reading of the foregoing description are meant to be encompassed within the scope of the application.

Claims

1. A method for evaluating T+1 liquidation indicators for securities companies, characterized by: The method comprises the following steps: Step 1, collecting company business system data and storing the data in a temporary data storage area; Step 2, cleaning and preprocessing the company business system data in the temporary data storage area, unifying the data format, obtaining to-be-adjusted business department evaluation index data, and respectively counting in the undertaking business department; Step 3, performing evaluation index calculation according to preset evaluation index rules to obtain real business department evaluation index data; The step 3 is specifically: S01, setting customer adjustment rules for each branch department of the company; S02, adjusting the to-be-adjusted business department evaluation index data according to the customer adjustment rules, and distributing part of the to-be-adjusted business department evaluation index data of the undertaking business department to the undertaking business department according to the customer adjustment rules; The customer adjustment rule is to set a distribution index value according to a set proportion, and distribute the to-be-adjusted business department evaluation index data; S03, the undertaking business department adds the business department evaluation index data according to the distribution index value, and the undertaking business department subtracts the business department evaluation index data according to the distribution index value; S04, obtaining the distribution index value of all business departments according to the customer adjustment rules and the corresponding customer undertaking / undertaking business department, and performing grouped aggregation operation on the to-be-adjusted business department evaluation index data based on the distribution index value to obtain real business department evaluation index data.

2. The method for assessing the T+1 clearing index of a securities company according to claim 1, characterized in that: The collected company business system data is specifically: Collecting relevant data from each business system of the company, wherein the relevant data comprises customer transaction data and account information; The collection method is: connecting the Hadoop platform directly through JDBC, scheduling and collecting relevant data through the HIVE database of the Hadoop platform, specifying the execution time of each schedule through a regular expression, executing the business logic of each schedule by a packaged Bean class, and managing the schedule through a Job task scheduling class, establishing a temporary data storage area, and storing the relevant data collected by the schedule.

3. The method for evaluating the T+1 clearing index of a securities company according to claim 1, wherein: The cleaning and preprocessing is specifically: checking and deleting the repeated and incorrect company business system data in the temporary data storage area through a SQL script on the Hadoop platform; and performing clearing through the data storage and processing of the Hadoop platform according to the set evaluation index data standard to obtain to-be-adjusted index data in the customer dimension and the business department dimension; The unified data format is specifically: unifying the data format of the collected company business system data to obtain to-be-adjusted business department evaluation index data.

4. The method for assessing the T+1 clearing of a securities company according to claim 1, wherein: Further comprising: Step 4, storing the real business department evaluation index data in a Mysql database and using redis for cache storage; Step 5, constructing a front-end interface based on React, generating a report of customer details and business department summary based on the real business department evaluation index data, and visually displaying the report on the front-end interface.

5. A device for assessing the T+1 clearing of a securities company, characterized in that: The method comprises the following steps: A data collection module is configured to collect company business system data and store the data in a temporary data storage area; The data cleaning and preprocessing module cleans and preprocesses the company business system data in the temporary data storage area, and unifies the data format to obtain to-be-adjusted business department evaluation index data, and respectively counts the to-be-adjusted business department evaluation index data of the undertaking business department; The evaluation index calculation module calculates the evaluation index according to a preset evaluation index rule; The evaluation index calculation module specifically comprises: A setting rule unit, in which a customer adjustment rule is set by each branch department of the company; A setting distribution unit, which adjusts the to-be-adjusted business department evaluation index data according to the customer adjustment rule, and distributes part of the to-be-adjusted business department evaluation index data of the undertaking business department to the undertaking business department according to the customer adjustment rule; The customer adjustment rule is to distribute the to-be-adjusted business department evaluation index data according to a set distribution index value according to a set proportion; A setting calculation unit, in which the undertaking business department adds the distribution index value to the business department evaluation index data, and the undertaking business department subtracts the distribution index value from the business department evaluation index data; A setting integration unit, which obtains distribution index values of all business departments according to the customer adjustment rule and different corresponding customer undertaking / undertaking business departments, and groups and aggregates the to-be-adjusted business department evaluation index data based on the distribution index values to obtain real business department evaluation index data.

6. The device for examining the T+1 clearing index of a securities company according to claim 5, wherein: The collected company business system data specifically comprises: Collecting relevant data from each business system of the company, wherein the relevant data includes customer transaction data and account information; The collection method is: connecting directly to the Hadoop platform through JDBC, collecting relevant data through the HIVE database of the Hadoop platform, specifying the execution time of each schedule through a regular expression, executing the business logic of each schedule by a packaged Bean class, and managing through a Job task scheduling class to establish a temporary data storage area to store the collected relevant data.

7. The device for evaluating the T+1 clearing of a securities company according to claim 5, characterized in that: The cleaning and preprocessing specifically comprises: checking and deleting duplicate and incorrect company business system data in the temporary data storage area through a SQL script on the Hadoop platform; and obtaining to-be-adjusted index data of the customer dimension and the business department dimension through the Hadoop platform in a big data storage and processing manner according to a set evaluation index data standard; The unified data format specifically comprises: unifying the data format of the collected company business system data to obtain to-be-adjusted business department evaluation index data.

8. The device for examining the T+1 clearing index of a securities company according to claim 5, wherein: Further comprising: A result storage module that stores the real business department evaluation index data in a Mysql database and uses redis for cache storage; A report generation and display module that generates a report of customer details and business department summaries based on the real business department evaluation index data, and visually displays the report on a front-end interface built based on React.

9. An electronic device comprising a memory, a processor, and a computer program stored on the memory and executable on the processor, characterized in that, The processor executes the program to implement the method of any one of claims 1 to 4.

10. A computer-readable storage medium having stored thereon a computer program, characterized in that, The program is executed by the processor to implement the method of any one of claims 1 to 4.

Images