摘要
党的十八界三中全会上,明确提出了实施国家大数据战略,为数据开放共享生态的健康发展之路指明了方向。而作为金融行业的领军力量,许多银行己经着手将科技手段投入到业务营销与人员管理中。大数据时代来临后,我国银行业将面临的技术转型体现在如何将数据转化为能支持管理决策的有用信息,进一步从数据中发现潜在规则和体系,从而优化市场营销方案和内部管理结构,最终实现银行的全方位信息化管理[}2}0面对互联网金融大潮的冲击,农村中小金融机构也需要对零散客户的营销模式进行系统性改革[[3].本文以江西省农村信用社(农商银行)联合社(以下简称“省联社”)组织架构以及客户数据进行客户关系管理系统(“以下简称CRM系统”)的设计与实现。
论文整篇以CRM系统搭建为主要着手点,论述了省联社CRM系统技术工具、需求分析、总体设计、功能实现、系统测试等几个部分,其中系统实现部分是整个论文的重点。本管理系统通过 eclipse作为开发平台,使用spring和struts2框架进行系统开发,采用B/S软件架构。另外使用DB2数据库,按照ANSI/SPARC体系结构来搭建业务应用层、实现逻辑层和内部机制层三个视角概要来描述整个系统。该系统由登陆角色控制、工作台、业务概况、客户管理四个功能模块组成。
通过整合全省客户资源,及时了解对客户的信息资料、业务情况、交易变化情况进行分析,同时对业务主管需要关注的有关数据汇总分析,为省联社指导全省农村信用社经营及管理提供可量化的信息依据。
关键词:客户关系管理;DB2数据库;Javao
ABSTRACT
At the third plenary session of the 18th party of the communist party of China, theimplementation of the national big data strategy was clearly put forward, whichindicated the direction for the healthy development of the data opening and sharingecology. As a leading force in the financial sector, many Banks have started to investin business marketing and personnel management. After a large number of data set, theChinese banking industry is facing how to convert data into information available andsupport management decisions, and from the information further potential rules andpatterns, so as to optimize the marketing and management decisions, finally realizesthe Banks of the knowledge-based management.
In the face of the impact of Internet finance, small and medium-sized financialinstitutions in rural areas need to reform the marketing model of scattered clients [3].
This paper, taking jiangxi province rural credit cooperatives (agribusiness bank)association (hereinafter referred to as the “provincial association”) organizationalstructure and customer data for customer relationship management system (hereinafterreferred to as the CRM system) design and implementation.
The papers to the CRM system building as the main starting point, this paperdiscusses the provincial association CRM system technology tools, demand analysis,general design, function implementation, system testing and so on several parts, onepart of system implementation is the key point of the whole thesis. This managementsystem is developed using eclipse as the development platform, using the spring andstruts2 framework for system development, and the B/S software architecture isadopted. In addition, using the DB2 database, the ANSI/SPARC architecture is used tobuild the business application layer, implement the logical layer and the internalmechanism layer to describe the entire system.
The system consists of four functional modules: landing role control, workbenchmanagement, business management and customer management. By integrating theprovince customer resources, timely understanding of customer information, businessand trade were analyzed, and the changes of business executives need to focus on theanalysis of data gathered for the provincial association to guide the province's ruralcredit cooperatives management to provide quantifiable information basis.
Key Words: Customer relationship management; DB2 Database; Java.
目录
摘要
ABSTRACT
第1章绪论
1. 0引言
1. 1客户关系管理的概念
1. 2国内外商业银行客户关系管理研究现状。
1 .2. 1国外研究现状
1 .2. 2国内研究现状
1. 3农信社客户关系管理的现状
1. 3. 1组织结构
1 .3. 2客户信息分散
1 .3.3营销模式传统
1. 4论文的研究方向
1 .5论文组织结构
第2章系统相关技术
2. 1 B/S结构
2. 2 Java语言
2.3 Struts技术
2.4 Spring Web MVC技术
2. 5数据库的选择及应用
2. 6本章小结
第3章CRM系统需求分析
3. 1系统需求分析
3. 1 .1业务需求目标
3. 1 .2系统功需求能
3. 1. 3应用规模和环境
3. 2系统非功能性需求
3. 3本章小结
第4章CRM系统总体设计
4. 1生产环境布局
4. 2系统设计目标
4. 3系统功能模块设计
4. 3. 1内在结构元素的关系…
4. 3. 2前台应用结构的组成图…
4. 2. 3功能模块之间的关系…
4. 4数据库模型设计
4. 4. 1数据加工流模型
4. 4. 2统一客户视图模型。
4. 5本章小结
第5章CRM系统的实现
5. 1系统界面
5. 2功能管理
5. 3工作台功能实现
5. 4业务管理模块功能实现
5. 4. 1业务概览。
5.4.2计划完成情况
5. 4. 3统计分析功能
5. 5客户管理功能实现
5. 5. 1客户管理
5. 5. 2精准客户营销
5. 5. 3营销沙盘
5. 6本章小结
第6章CRM系统测试
6. 1测试环境
6. 2功能测试
6. 3性能测试
6. 3. 1具体服务器说明
6. 3. 2测试结果如下:
6. 4本章小结
第7章总结和展望
7. 1总结
7. 2展望
致谢…
参考文献