| In the global economic integration and financial liberalization, driven by domestic banking software is facing a greatchallenge, development of the personal financial management business, realizes to the retail banking transformation has become China’s banking problem to be solved. Especially domestic wealth management system basically remain in the personal financial management and other aspects of business, wealth of watershed vague, on customer relationship research is still relatively weak. China is not conducive to the long-term development of banking business.Based on open source framework JSP+Javabean、Javascr technologies, a commercial bank clients wealth management information system is designed and implemented in this paper for the problem mentioned above. In this paper the status of domestic and international wealth management are analyzed first, customer value realization as the value of commercial banks to achieve the purpose, then the wealth of management information systems requirements analysis was clear, including financial management systems requirements, customer relationship management system requirements and system environment. According to the results of needs analysis, the process of data acquisition system is given, architecture design、interface design、database design and its implementation are elaborated on wealth management system, the realization of system function module to achieve a financial product and transaction management subsystem are focused on, YIP system functions, account management modules, customer relationship management modules, and transfer between accounts and historical detail query. At the same time the system has been thoroughly tested, test results show an error rate of wealth management system, efficiency of fast, fully able to apply practical. The wealth management information system provides the target customers across geographies and systems integration services in support of trading function. |
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