CN102436628A - Integral management system for commercial bank and method thereof - Google Patents
Integral management system for commercial bank and method thereof Download PDFInfo
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- CN102436628A CN102436628A CN2012100053334A CN201210005333A CN102436628A CN 102436628 A CN102436628 A CN 102436628A CN 2012100053334 A CN2012100053334 A CN 2012100053334A CN 201210005333 A CN201210005333 A CN 201210005333A CN 102436628 A CN102436628 A CN 102436628A
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Abstract
The invention discloses an integral management system for a commercial bank and a method thereof. The system comprises a mechanism and user management module, a system management module, a client management module, a sales promotion activity management module, an integrated management module for batch regulation, a channel management module, an information management module, a client and terminal management module, an ETL (Extraction-Transformation-Loading) monitoring module, a log management module and a bordereaux module. The integral management system is suitable for managing the integral of any commercial bank, particularly formulates the integral management of the commercial bank from a client experience angle, has a comprehensive function of slotting the card to obtain the integral and exchange the integral, and can more effectively increase client stickiness.
Description
Technical field
The present invention relates to integral processing technical field in the financial business, relate in particular to a kind of system and method thereof to commercial bank's utilization integration managing.
Background technology
Integration is that trade company gives certain award of keeping the score in order to maintain the client in its consumption; We can say that integration is one of important means of customer relation management; Be to develop and next a kind of customer loyalty of maintaining, increase the effective means of client's stickiness from member management.At present, it is a kind of means of carrying out loyalty client marketing that bank implements the integration activity, and the strong will that bank pays close attention to and keeps loyalty customer has been expressed in integration feedback activity.Yet, though there is the notion of integration in each large-scale commerce bank, the tired function of dividing, reaching accumulated point exchanging of swiping the card is arranged also, but all comprehensive inadequately.
Summary of the invention
The objective of the invention is to, integration managing system of a kind of commercial bank and method thereof are provided, its angle from customer experience is personally formulated for the integration managing of commercial bank, can more efficiently increase client stickiness.
For realizing above-mentioned purpose, the present invention provides integration managing system of a kind of commercial bank, comprising:
Mechanism and user management module are used to realize the maintenance to banking institution, and mechanism information is come from the ODS system synchronization through running night to criticize, and information data will be showed at the mechanism information page;
System management module is used for the management system action parameter, comprises carrying out expiry date of points, data backup holding time, carry out in batches server numbering, integral and calculating counter, integral and calculating number of tasks, reaching system monitoring batch processing debugging management;
Customer management module is used for through the user interface query subscriber information message, and this subscriber information message is the customer information that imports in batches through the ODS system;
The advertising campaign administration module is used for to integration activity and manages;
Adjust comprehensive management module in batches, be used to realize generating the integration that to be uploaded and adjust file in batches;
The channel management module is used for through user interface canalization being managed, and the transaction that each channel is opened is controlled;
Information management module is used to provide through the management function of user interface to note and e-mail messages template, supports deletion action is checked, increases newly, revises, reached to inquiry, the details of information model;
Trade company and termination management module are used to realize that the user manages merchant information, comprise the inquiry trade company, and details check operation;
The ETL monitoring module is used for extracting the original mechanism information data to the pending middle table of integrating system from the ODS system;
Log management module is used for the on-line transaction that is initiated to integrating system from each channel is carried out log query and derivation;
The bordereaux module is used for according to the different integrating ranges of setting client's integration distribution situation being added up, and classifies according to department.
Wherein, said mechanism and user management module comprise organization management unit, division management unit, Role Management unit, role-security associative cell, reach service management unit; System management module comprises the parameter management unit, reaches the batch processing job administrative unit; Customer management module comprises customer information query unit, client's integration information unit, integration information query unit, reaches client's integration bill query unit.
Organization management unit among the present invention is in order to realize the maintenance of banking institution, and mechanism information can be come from the ODS system synchronization through running night to criticize, and information data will be showed with tree structure; The division management unit is managed department in order to realization, and it supports to increase newly, revises, deletes, reaches query manipulation; The Role Management unit is used for user right is divided into groups, and a pair of user role is managed; The authority that the role-security associative cell is used for system manager's persona defines, to function corresponding item on the different role association; Service management unit is used for the user is managed, and comprises inquiry, the operation that increases newly, revises, deletes and supplement with money password.
Further, said advertising campaign administration module comprises subject administrative unit, integration activity management unit, integration activity audit unit, integration plan administrative unit, integration activity tentative calculation administrative unit, active state tracking cell, reaches the gift bag administrative unit; Adjusting in batches comprehensive management module comprises and adjusts the activity management unit in batches, and adjusts file management unit in batches.
Advertising campaign in the said advertising campaign administration module is the relevant advertising campaign of marketing, and it comprises that cash returns at present, integration is consumed, reaches score accumulation; An integration activity is made up of one or more integration plans, and movable operation comprises inquiry, customizes, revises, cancels, reaches to examine and come into force the user to integration; Said gift bag administrative unit be used for the user carry out newly-built, revise, inquiry, deletion gift bag information with and incidence relation and details check that this gift bag information is the set of a plurality of electric gift certificates.
Further, said channel management module comprises the canalization administrative unit; Information management module comprises Template Manager unit, template audit unit, customers' administrative unit, customers audit unit, information generating unit, signal auditing unit, note transmission administrative unit, reaches historical note transmission record cell; Trade company and termination management module comprise merchant information administrative unit, trade company's activity query administrative unit, reach the end message administrative unit; The ETL monitoring module comprises mechanism information analysis monitoring unit, customer information analysis monitoring unit, credit card card image analysis monitoring unit, debit card card image analysis monitoring unit, credit card trade managing detailed catalogue analysis monitoring unit, reaches debit card transactions managing detailed catalogue analysis monitoring unit; Log management module comprises on-line transaction processing log unit, system management operation log unit, reaches the batch operation log unit.
Channel data every day in the said channel management module and ODS system carry out synchronously; The Template Manager unit is used for the transmission masterplate of note, mail and the editor of dynamic data; It provides through the management function of user interface to the information masterplate; Support is checked, increases newly, revises, is reached deletion action inquiry, the details of information masterplate, and this information masterplate type comprises: consume prompting, movable promotion message, reach reward notifications; Customers' administrative unit is used for screening through client and card information are provided with rule; Generate client's list; And the client's list that generates carried out adjustment, and movable prize winner's the notice of movable popularization, integration, these customers comprise movablely promote customers, type customers that get the winning number in a bond, and integration adjust card group in batches; Note is sent administrative unit and is used to list all and has generated the association of sending data, can carry out that details are checked, note transmission, timed sending and stop transmit operation.
In addition, described bordereaux module comprise integration adjustment statistical report form unit, mistake account transaction details form unit, electric gift certificate feedback detail list unit, electric gift certificate consumption detail list unit, the detailed form of integration feedback unit, marketing activity electric gift certificate statistical report form unit, the non-electric gift certificate statistical report form of marketing activity unit, integration feedback summary sheet unit, client's debit card integration gather unit, client's credit card integration gather unit, the movable consumption of integration gather unit, the consumption of integration trade company gather unit, marketing activity situation statistical summaries unit, online consumer sale summary sheet unit, return existing type of movable on-line transaction summary sheet unit, the consumer movable on-line transaction summary sheet of integration unit, electric gift certificate feedback gather unit, electric gift certificate consumption gather unit, integration branch market condition table unit, integration distributing canal road situation table unit, inefficacy integration consume detailed unit, online return of goods transaction details table unit, gift bag consumption-summary sheet unit, gift bag by subbranch consolidated statement unit, integration transaction details table unit, online return of goods consolidated statement unit, client's level integration by stages statistical summaries table unit, a card level integration by stages statistical summaries table unit, trade company integration transaction summary sheet unit, marketing activity-detail list unit, integration and give-summary sheet unit, debit card integration divide card type information slip unit, credit card integration to divide card type information slip unit, an integration accumulation type movable transaction unit, reach the inefficacy integration by fail category summary sheet unit.
Bordereaux module sectional among the present invention counts the number summary situation of holding different number of points, and is movable targetedly to carry out.
Moreover the present invention also provides a kind of commercial bank integration managing method, and it comprises the steps:
According to the mechanism information of being stored in the ODS system, user profile, and advertising campaign information set up integration managing system of commercial bank according to preset business rule; This integration managing system of commercial bank includes mechanism and user management, system management, customer account management, advertising campaign management, adjusts integrated management, channel management, information management, trade company and terminal management, ETL monitoring, log management, and bordereaux functional module in batches;
The user interface that meets this integration managing system of commercial bank of User login of service authority;
The user can independently select to get into above-mentioned functional module, thereby operates accordingly, formulates the integration managing that meets self-demand from the angle of user experience.
Integration managing system of commercial bank of the present invention and method thereof; Integration managing system of commercial bank of the present invention and method thereof; Be applicable to the integration managing of any commercial bank; Its angle from customer experience is personally formulated for the integration managing of commercial bank, has the integration of comparatively comprehensively swiping the card, reaches the accumulated point exchanging function, can more efficiently increase client stickiness.
Description of drawings
Fig. 1 is the high-level schematic functional block diagram of integration managing system of commercial bank of the present invention one specific embodiment;
Fig. 2 is the schematic flow sheet of commercial bank of the present invention integration managing method.
Embodiment
As shown in Figure 1, the present invention provides integration managing system of a kind of commercial bank, comprising:
Mechanism and user management module 1 are used to realize the maintenance to banking institution, and mechanism information is come through running batch from the bank data warehouse (ODS:Operational Data Store) system synchronization night, and information data will be showed at the mechanism information page.In the specific embodiment of the invention, said mechanism and user management module 1 comprise organization management unit 11, division management unit 12, Role Management unit 13, role-security associative cell 14, reach service management unit 15.Wherein, organization management unit 11 is in order to realize the maintenance of banking institution, and mechanism information can be come from the ODS system synchronization through running night to criticize, and information data will be showed with tree structure.Division management unit 12 is managed department in order to realization, and it supports to increase newly, revises, deletes, reaches query manipulation.Role Management unit 13 is used for user right is divided into groups, and a pair of user role is managed.The authority that role-security associative cell 14 is used for system manager's persona defines, to function corresponding item on the different role association.Service management unit 15 is used for the user is managed, and comprises inquiry, the operation that increases newly, revises, deletes and supplement with money password.
Advertising campaign administration module 4 is used for to integration activity and manages.Said advertising campaign administration module 4 comprises subject administrative unit 41, integration activity management unit 42, integration activity audit unit 43, integration plan administrative unit 44, integration activity tentative calculation administrative unit 45, active state tracking cell 46, reaches gift bag administrative unit 47.Advertising campaign in the advertising campaign administration module 4 is the relevant advertising campaign of marketing, and it comprises that cash returns at present, integration is consumed, reaches score accumulation; An integration activity is made up of one or more integration plans, and movable operation comprises inquiry, customizes, revises, cancels, reaches to examine and come into force the user to integration.Wherein, said subject administrative unit 41 is used to inquire about symbolization of accounts, Course in English, the subject term of validity, subject type, sets line code, reaches and set the row title.Integration activity management unit 42 mainly is the accumulation of accomplishing the client's of merchant banker integrated integral, the integrated management of consumption, comprises inquiry, increases newly, revises, deletes and stops etc.Wherein additions and deletions change, stop, submitting to all needs log, simultaneously with activity form expand to integration accumulation, integration consumption, and cash return existing three major types.An integration activity is made up of one or more integration plans; Activity is to be unit of account with the department; What the user managed can only be the integration activity of department to one's name, carries out synchronous operation at related information newly-increased, that revise, tackle when deleting trade company and activity association information table.43 of integration activity audit unit provide to start pending and stop pending effort scale and select.Integration activity tentative calculation administrative unit 45 be to the integration activity before formally launching; To the executing rule of activity setting with give the branch rule and carry out simulation trial; Check whether calculate the back result satisfies the movable original intention that is provided with; According to customer demand will be original at every turn can only an activity of tentative calculation mode, changing into once can a plurality of activity of tentative calculation.Active state tracking cell 46 is used for the active state monitoring, provides and participates in this movable number of transaction, transaction total charge every day, participates in client's quantity, produces total mark, makes things convenient for managerial personnel's monitor activities running status, effectively takes precautions against abnormal data.And gift bag administrative unit 47 be used for the user carry out newly-built, revise, inquiry, deletion gift bag information with and incidence relation and details check that this gift bag information is the set of a plurality of electric gift certificates.
Adjust comprehensive management module 5 in batches, be used to realize generating the integration that to be uploaded and adjust file in batches.Adjusting in batches comprehensive management module 5 comprises and adjusts activity management unit 51 in batches, and adjusts file management unit 52 in batches.
Information management module 7 is used to provide the management function through 10 pairs of notes of user interface and e-mail messages template, supports deletion action is checked, increases newly, revises, reached to inquiry, the details of information model.Information management module 7 comprises Template Manager unit 71, template audit unit 72, customers' administrative unit 73, customers audit unit 74, information generating unit 75, signal auditing unit 76, note transmission administrative unit 77, reaches historical note transmission record cell 78.Among the present invention; Template Manager unit 71 is used for the transmission masterplate of note, mail and the editor of dynamic data; It provides the management function through 10 pairs of information masterplates of user interface; Support is checked, increases newly, revises, is reached deletion action inquiry, the details of information masterplate, and this information masterplate type comprises: consume prompting, movable promotion message, reach reward notifications.Customers' administrative unit 73 is used for screening through client and card information are provided with rule; Generate client's list; And the client's list that generates carried out adjustment, and movable prize winner's the notice of movable popularization, integration, these customers comprise movablely promote customers, type customers that get the winning number in a bond, and integration adjust card group in batches.Note is sent administrative unit 77 and is used to list all and has generated the association of sending data, can carry out that details are checked, note transmission, timed sending and stop transmit operation.
Trade company and termination management module 8 are used to realize that the user manages merchant information, comprise the inquiry trade company, and details check operation.Trade company and termination management module 8 comprise merchant information administrative unit 81, trade company's activity query administrative unit 82, reach end message administrative unit 83.The user can manage merchant information through this merchant information administrative unit 81, comprises the operation of inquiry and details, and trade company's numbering, name of firm are supported fuzzy query.End message administrative unit 83 is used to provide the management of end message, supports the operation of inquiry and details.
Data extract, conversion and loading (ETL:Extraction-Transformation-Loading) monitoring module 9 is used for extracting the original mechanism information data to the pending middle table of integrating system from the ODS system.ETL monitoring module 9 comprises mechanism information analysis monitoring unit, customer information analysis monitoring unit, credit card card image analysis monitoring unit, debit card card image analysis monitoring unit, credit card trade managing detailed catalogue analysis monitoring unit, reaches debit card transactions managing detailed catalogue analysis monitoring unit (not shown).Through mechanism information analysis monitoring unit, the client can be according to mechanism number, organization names, treatment state three's combination in any condition query mechanism disposition, if do not import any condition then inquire about total data information.Whether the customer information analysis monitoring unit is used to monitor customer information successful to the integration data storehouse from the ODS system synchronization.The client can be according to the combination in any condition query client disposition in customer ID, customer name, treatment state and processing time, if do not import any condition then inquire about total data information.
Bordereaux module 11 is used for according to the different integrating ranges of setting client's integration distribution situation being added up, and classifies according to department.Described bordereaux module 11 comprises integration adjustment statistical report form unit; Mistake account transaction details form unit; Electric gift certificate feedback detail list unit; Electric gift certificate consumption detail list unit; The detailed form of integration feedback unit; Marketing activity electric gift certificate statistical report form unit; The non-electric gift certificate statistical report form of marketing activity unit; Integration feedback summary sheet unit; Client's debit card integration gathers the unit; Client's credit card integration gathers the unit; The movable consumption of integration gathers the unit; The consumption of integration trade company gathers the unit; Marketing activity situation statistical summaries unit; Online consumer sale summary sheet unit; Return existing type of movable on-line transaction summary sheet unit; The consumer movable on-line transaction summary sheet of integration unit; The electric gift certificate feedback gathers the unit; Electric gift certificate consumption gathers the unit; Integration branch market condition table unit; Integration distributing canal road situation table unit; The inefficacy integration is by subbranch consolidated statement unit; Integration transaction details table unit; Online return of goods consolidated statement unit; Client's level integration by stages statistical summaries table unit; Card level integration by stages statistical summaries table unit; Trade company integration transaction summary sheet unit; Marketing activity-detail list unit; Integration is consumed detailed unit; Online return of goods transaction details table unit; Gift bag consumption-summary sheet unit; Gift bag is given-the summary sheet unit; The debit card integration divides card type information slip unit; The credit card integration divides card type information slip unit; Integration accumulation type movable transaction unit; And the inefficacy integration is by fail category summary sheet unit (not shown).Bordereaux module 11 sectionals among the present invention count the number summary situation of holding different number of points, and are movable targetedly to carry out.
As shown in Figure 2, the present invention also provides a kind of commercial bank integration managing method, and it comprises the steps:
As specific embodiment of the present invention; This integration managing system of commercial bank can reward the loyalty that improves the client through different marketing methods and plan; And the user also can select to participate in corresponding integration activity according to the situation of self, formulates the integration managing that meets self-demand through the mode of user experience.For example, this integration managing system of commercial bank can hold following award activity: 1, open card and send redemption activity such as integration, excellent gift; 2, " the common integration+cash of commercial bank " fixed proportion consumption: between active stage; All commercial bank's credit card gold card of holding; Particular merchant single bankcard consumption reach 100 yuan and more than; The available integration that equals the amount of consumption amount of money 30% is worth deduction cash (as: consuming 100 yuan, only with the integration of 30 yuan of 70 yuan of cashes+value); 3, " the common integration+cash of commercial bank " floats than consumption: between active stage; All commercial bank's credit card gold card of holding; More than 100 yuan of particular merchant single bankcard consumptions reach; The available integration that is not higher than the amount of consumption amount of money 30% is worth the deduction cash and (as: consumes 100 yuan, the integration that available 70 yuan of cashes+value are 30 yuan; Also available 80 yuan of cashes are worth 20 yuan integration); 4, swipe the card and freely send the coffee certificate, " X unit+electric gift certificate " consumption; Between active stage; Hold commercial bank's card (containing debit card and credit card); In particular merchant shopping, single bankcard consumption 1000 promptly has an opportunity to obtain the gift token of certain cafe " 1 yuan is drunk coffee " more than it's too late; 1000 of coffee certificate sums, the winner is for satisfying commercial bank's cardholder of consumption condition earlier between active stage; 5, swipe the card and send film ticket: between active stage; Hold commercial bank's card (containing debit card and credit card); 1000 yuan of single bankcard consumptions and more than; To have an opportunity to obtain " freely seeing a film " courteous reception or treatment, 1000 of film ticket sums, the winner is for satisfying commercial bank's cardholder of consumption condition earlier between active stage; 6, alliance's integration is sent in alliance consumption: between active stage; Hold commercial bank's card (containing debit card and credit card) and sent alliance's integration 5 minutes for 100 yuan in the every consumption of this bank's one alliance's merchants; This alliance's integration can have the movable alliance's merchants of integration in any family and signatory the carrying out of commercial bank, and consumption is used; 7, after preferential, remaining sum button account (in real time)-number percent: between active stage, hold commercial bank's card (containing debit card and credit card) 100 yuan of particular merchant single bankcard consumptions and more than, it is preferential to enjoy 9.5 foldings; 8, it is preferential that happy enlightening bankcard consumption returns existing (in real time)-fixedly volume: between active stage; Hold commercial bank's credit card happy enlightening single bankcard consumption reach 100 yuan and more than; Per 100 yuan subtract 50 yuan and (as: consume 880 yuan; The actual preferential amount of money is (880%100) * 50=8*50=400 unit, the actual 880-400=480 unit that withholds); 9, " alliance's integration+cash " is fixing than consumption: between active stage; All commercial bank's credit card gold card of holding; Particular merchant single bankcard consumption reach 100 yuan and more than; The available alliance's integration that equals the amount of consumption amount of money 30% is worth deduction cash (as: consuming 100 yuan, only with alliance's integration of 30 yuan of 70 yuan of cashes+value); 10, " alliance's integration+cash " floats than consumption: between active stage; All commercial bank's credit card gold card of holding; More than 100 yuan of particular merchant single bankcard consumptions reach; The available integration that is not higher than the amount of consumption amount of money 30% is worth the deduction cash and (as: consumes 100 yuan, alliance's integration that available 70 yuan of cashes+value are 30 yuan; Also available 80 yuan of cashes are worth alliance's integration of 20 yuan).
In sum; Integration managing system of commercial bank of the present invention and method thereof; Be applicable to the integration managing of any commercial bank; Its angle from customer experience is personally formulated for the integration managing of commercial bank, has the integration of comparatively comprehensively swiping the card, reaches the accumulated point exchanging function, can more efficiently increase client stickiness.
The above; For the person of ordinary skill of the art; Can make other various corresponding changes and distortion according to technical scheme of the present invention and technical conceive, and all these changes and distortion all should belong to the protection domain of accompanying Claim of the present invention.
Claims (10)
1. an integration managing system of commercial bank is characterized in that, comprising:
Mechanism and user management module are used to realize the maintenance to banking institution, and mechanism information is come from the ODS system synchronization through running night to criticize, and information data will be showed at the mechanism information page;
System management module is used for the management system action parameter, comprises carrying out expiry date of points, data backup holding time, carry out in batches server numbering, integral and calculating counter, integral and calculating number of tasks, reaching system monitoring batch processing debugging management;
Customer management module is used for through the user interface query subscriber information message, and this subscriber information message is the customer information that imports in batches through the ODS system;
The advertising campaign administration module is used for to integration activity and manages;
Adjust comprehensive management module in batches, be used to realize generating the integration that to be uploaded and adjust file in batches;
The channel management module is used for through user interface canalization being managed, and the transaction that each channel is opened is controlled;
Information management module is used to provide through the management function of user interface to note and e-mail messages template, supports deletion action is checked, increases newly, revises, reached to inquiry, the details of information model;
Trade company and termination management module are used to realize that the user manages merchant information, comprise the inquiry trade company, and details check operation;
The ETL monitoring module is used for extracting the original mechanism information data to the pending middle table of integrating system from the ODS system;
Log management module is used for the on-line transaction that is initiated to integrating system from each channel is carried out log query and derivation;
The bordereaux module is used for according to the different integrating ranges of setting client's integration distribution situation being added up, and classifies according to department.
2. integration managing system of commercial bank as claimed in claim 1 is characterized in that, said mechanism and user management module comprise organization management unit, division management unit, Role Management unit, role-security associative cell, reach service management unit; System management module comprises the parameter management unit, reaches the batch processing job administrative unit; Customer management module comprises customer information query unit, client's integration information unit, integration information query unit, reaches client's integration bill query unit.
3. integration managing system of commercial bank as claimed in claim 2 is characterized in that, said organization management unit is in order to realize the maintenance of banking institution, and mechanism information is come from the ODS system synchronization through running night to criticize, and information data will be showed with tree structure; The division management unit is managed department in order to realization, and it supports to increase newly, revises, deletes, reaches query manipulation; The Role Management unit is used for user right is divided into groups, so that user role is managed; The authority that the role-security associative cell is used for system manager's persona defines, to function corresponding item on the different role association; Service management unit is used for the user is managed, and comprises inquiry, the operation that increases newly, revises, deletes and supplement with money password.
4. integration managing system of commercial bank as claimed in claim 1; It is characterized in that said advertising campaign administration module comprises subject administrative unit, integration activity management unit, integration activity audit unit, integration plan administrative unit, integration activity tentative calculation administrative unit, active state tracking cell, reaches the gift bag administrative unit; Adjusting in batches comprehensive management module comprises and adjusts the activity management unit in batches, and adjusts file management unit in batches.
5. integration managing system of commercial bank as claimed in claim 4 is characterized in that, the advertising campaign in the said advertising campaign administration module is the relevant advertising campaign of marketing, and it comprises that cash returns at present, integration is consumed, reaches score accumulation; An integration activity is made up of one or more integration plans, and movable operation comprises inquiry, customizes, revises, cancels, reaches to examine and come into force the user to integration; Said gift bag administrative unit be used for the user carry out newly-built, revise, inquiry, deletion gift bag information with and incidence relation and details check that this gift bag information is the set of a plurality of electric gift certificates.
6. integration managing system of commercial bank as claimed in claim 1 is characterized in that, said channel management module comprises the canalization administrative unit; Information management module comprises Template Manager unit, template audit unit, customers' administrative unit, customers audit unit, information generating unit, signal auditing unit, note transmission administrative unit, reaches historical note transmission record cell; Trade company and termination management module comprise merchant information administrative unit, trade company's activity query administrative unit, reach the end message administrative unit; The ETL monitoring module comprises mechanism information analysis monitoring unit, customer information analysis monitoring unit, credit card card image analysis monitoring unit, debit card card image analysis monitoring unit, credit card trade managing detailed catalogue analysis monitoring unit, reaches debit card transactions managing detailed catalogue analysis monitoring unit; Log management module comprises on-line transaction processing log unit, system management operation log unit, reaches the batch operation log unit.
7. integration managing system of commercial bank as claimed in claim 6 is characterized in that, channel data every day in the said channel management module and ODS system carry out synchronously; The Template Manager unit is used for the transmission masterplate of note, mail and the editor of dynamic data; It provides through the management function of user interface to the information masterplate; Support is checked, increases newly, revises, is reached deletion action inquiry, the details of information masterplate, and this information masterplate type comprises: consume prompting, movable promotion message, reach reward notifications; Customers' administrative unit is used for screening through client and card information are provided with rule; Generate client's list; And the client's list that generates carried out adjustment, and movable prize winner's the notice of movable popularization, integration, these customers comprise movablely promote customers, type customers that get the winning number in a bond, and integration adjust card group in batches; Note is sent administrative unit and is used to list all and has generated the association of sending data, can carry out that details are checked, note transmission, timed sending and stop transmit operation.
8. integration managing system of commercial bank as claimed in claim 1; It is characterized in that, said bordereaux module comprise integration adjustment statistical report form unit, mistake account transaction details form unit, electric gift certificate feedback detail list unit, electric gift certificate consumption detail list unit, the detailed form of integration feedback unit, marketing activity electric gift certificate statistical report form unit, the non-electric gift certificate statistical report form of marketing activity unit, integration feedback summary sheet unit, client's debit card integration gather unit, client's credit card integration gather unit, the movable consumption of integration gather unit, the consumption of integration trade company gather unit, marketing activity situation statistical summaries unit, online consumer sale summary sheet unit, return existing type of movable on-line transaction summary sheet unit, the consumer movable on-line transaction summary sheet of integration unit, electric gift certificate feedback gather unit, electric gift certificate consumption gather unit, integration branch market condition table unit, integration distributing canal road situation table unit, inefficacy integration consume detailed unit, online return of goods transaction details table unit, gift bag consumption-summary sheet unit, gift bag by subbranch consolidated statement unit, integration transaction details table unit, online return of goods consolidated statement unit, client's level integration by stages statistical summaries table unit, a card level integration by stages statistical summaries table unit, trade company integration transaction summary sheet unit, marketing activity-detail list unit, integration and give-summary sheet unit, debit card integration divide card type information slip unit, credit card integration to divide card type information slip unit, an integration accumulation type movable transaction unit, reach the inefficacy integration by fail category summary sheet unit.
9. integration managing system of commercial bank as claimed in claim 8 is characterized in that, said bordereaux module sectional counts the number summary situation of holding different number of points, and is movable targetedly to carry out.
10. commercial bank's integration managing method is characterized in that, comprises the steps:
According to the mechanism information of being stored in the ODS system, user profile, and advertising campaign information set up integration managing system of commercial bank according to preset business rule; This integration managing system of commercial bank includes mechanism and user management, system management, customer account management, advertising campaign management, adjusts integrated management, channel management, information management, trade company and terminal management, ETL monitoring, log management, and bordereaux functional module in batches;
The user interface that meets this integration managing system of commercial bank of User login of service authority;
The user can independently select to get into above-mentioned functional module, thereby operates accordingly, formulates the integration managing that meets self-demand from the angle of user experience.
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| CN110866814A (en) * | 2019-10-11 | 2020-03-06 | 上海瀚银信息技术有限公司 | Payment channel management system |
| CN112801714A (en) * | 2021-02-19 | 2021-05-14 | 江苏盛启数字科技有限公司 | Unified customer marketing management system |
| TWI792473B (en) * | 2021-04-22 | 2023-02-11 | 國泰世華商業銀行股份有限公司 | Merchant feedback setting platform and feedback method |
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