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宁夏银行客户业务跟踪管理系统设计与实现

Design And Implementation of Customer Service Tracking Management System for Bank of Ningxia

【作者】 李璐

【导师】 于力; 张自宁;

【作者基本信息】 电子科技大学 , 软件工程(专业学位), 2015, 硕士

【摘要】 随着现代信息技术的发展与运用,各行业领域的网络信息技术普及程度日渐增强,银行业的信息技术也得到了长足发展。进入21世纪,金融环境陡然改变,面对竞争日益激烈的金融服务市场,银行已逐渐从以金融产品为重心转向以银行客户为中心的发展模式。而网络技术的运用,促使金融服务呈现出多元化、多样化的发展态势。如今,银行业已把客户服务纳入重要考核指标,曾经把银行客户数、存入资金、技术运用等已不在作为重要的衡量指标。随着经济的发展与模式的改变,银行业之间的利差也越来越小,面对竞争激烈的银行业想要获得一席之地就必须充分的认识到市场的需要,通过思路创新,寻求新的运营出路。本系统是基于B/S结构实现宁夏银行客户业务跟踪管理系统,系统主要实现客户管理、客户统计、系统设置管理、用户管理、日志管理、信息管理、资源共享9个大模块,对客户实施管理、开拓新业务、业务跟单、客户预约、合作意向待开发客户具有较高的实用和研究价值,另外采用ASP.NET技术符合当前系统的发展需求,对后期功能模块扩展和维护提供便利。在系统设计过程中,系统采用B/S结构模式,设计语言采用ASP.NET与SQL SERVER数据库。宁夏银行客户业务跟踪管理系统可运行在任意的WINDOWS平台上,主要对系统的需求分析、系统设计、及系统实现进行了深入探讨,设计过程中运用所学知识对系统的功能模块进行需求分析,采用系统用例、系统用例表完成模块需求分析;在设计中对系统总体设计、系统研发拓扑结构、功能模块进行详细设计,重点运用包图、类图、及顺序图完成系统逻辑设计,在系统实现中对系统的界面展示、流程图、核心代码展示完成实现部分,通过测试,系统能正常运行并无常规性错误,具有良好的稳定性与安全性。通过对系统的研发从根本上解决了银行客户业务跟踪和客户管理需求,改变了银行传统办公模式和管理方式。

【Abstract】 With the development and application of modern information technology, network information technology industries growing in popularity, banking information technology has also been considerable development. In twenty-first Century, the financial environment changes abruptly, the face of increasingly fierce competition in the market for financial services, the bank has gradually from the financial products to shift the focus of development mode to the customer as the center of the bank. The use of network technology, to promote financial services showing a diversified development trend, diversified. Now, the bank has put the customer service into the important assessment indicators, once the bank customer number, deposit funds, technology application is not as important measure. With the development and mode of economic change, spreads among the banks is more and more small, in the face of fierce competition in the banking industry needs to get a space for one person must be fully aware of the market, through innovative ideas, seeking a new way of operation.This system is the B/S structure to achieve the Ningxia bank customer service tracking management system based on the system, mainly to achieve customer management, customer management, statistics, system settings, user management, log management, information management, resource sharing 9 modules, the implementation of practical value and research management, develop new business, business documentary, customer reservation, cooperation intention to stay the development of customer to customer with high, also uses ASP.NET technology to meet the development demand of the current system, to facilitate the expansion and maintenance of late functional modules.In the process of system design, the system uses the B/S structure mode, using ASP.NET language design and SQL SERVER database. Ningxia bank customer service tracking management system can be run on any WINDOWS platform, mainly to the system demand analysis, system design, and system implementation are discussed, the design process using the knowledge of the system function module needs analysis, the system use case, use case form to complete the detailed demand analysis module; the design of the overall design, system development, system topology function module in the design, focusing on the use of the package diagram, class diagram, sequence diagram and system logic design, display, the system interface in the realization of the system flow chart, the core code complete implementation, through the test, the normal operation of the system and the impermanence of compliance wrong, has the stability and safety of the good. Through the development of the system of bank customer service tracking and customer management needs to solve fundamentally, the bank changed the traditional office mode and management mode.

  • 【分类号】TP311.52
  • 【被引频次】1
  • 【下载频次】52
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