Design And Implementation Of BPM - Based Investment Management Information System

The business of investment banking is the core business of security companies as well as the important part of the capital market. With the launch of Growth Enterprises Market and well development of Counter Market, the requirement of investment banking business for IT support and customer resource sharing is growing greater and greater. Meanwhile, in order to improve the quality of the investment banking project and the success rate of IPO and in order to completely eliminate the errors throughout the whole process, security companies begin to carry out the BPM(business process management). Based on the business needs of a certain security company and BPM theory, the thesis focuses on the design and realization of the investment banking management information system. The main work is as follows:First, follow the BPM implementation steps, the business processes are reconstructed by value analysis, the process reconstruction covers the entire life cycle of process from the beginning to sustainable training and includes the bond business and counter market business. The reconstruction also simplifies the internal audit and enforces function of the risk control, and it has also achieved the goal of standardized output mode of IPO with the use of a wide variety of business templates.Second, on the technical level, the thesis introduces a BPM system architecture suitable for the characteristics of the security company. It integrates BPMN2.0graphical modeling, SOA and J2EE architecture, Web Service technology, and Activiti workflow tool, which helps to make the investment banking management information system lightweight but easy to expand. The system also provides a powerful supportive platform for the transformation of investment banking business.Third, the system also provides the analysis of the business process operation from BAM (Business Activity Monitoring) and tools for dynamic adjustment of business process. It is also integrated with the existing financial management system by the Web Service technology. At the data level the system well combines the operational data of the project, the project management data, customer data, financial data, business templates, and other various rules and regulations so as to share data resources. Database table structure which is designed based on the existing institutions CRM lays a solid foundation for the construction of the company-wide CRM.After BPM construction of the investment banking business, the operation efficiency and investment banking management of the security company have been improved, and the business transformation has achieved an actual success.