Design And Implementation Of Appropriate Management System For Securities Customers

Classified service to clients is drawing increasing concern in the circle of finance andsecurities. As a result, in the process of classifying clients, proper management of clientsbecomes an indispensable part of the daily management. The establishment of propermanagement system, therefore, not only relieves the enormous burden of the statistics,classification and maintenance of clients, but works as one of the frequent tools for dailymanagement gradually.Service to clients is the root of securities industry. With the wide spread of informationtechnology, certain work is gradually getting into the management of network, the traditionalartificial management style has already less and less adapted to the demand that the modernbusiness enterprise develops, the modernization management means of efficiency andintelligence that replacing a traditional artificial management style has already become aninevitable trend, service to clients is also no exception in securities. How to complete thework of customer service for high quality, how to raise the quality of customer service andprovide a guarantee for business enterprise development, which are each business enterprisemanager to continuously investigate. Consequently aim at this kind circumstance, a set of thesystem that according to the service system of WEB customer is designed and developed, thesystem is able to combine the service mode of stock certificate profession, and complete allwork from customer input to customer classification. This is very necessary. The using of thesystem can comb further the management process and mode of work for customer service instock certificate, excellent turn a stock certificate of the customer serve the management ofwork and make it more efficiently, fast, make the work of customer service intomodernization, informatization and netlization.Stock certificate customer aptness management system mainly include five modules,customer to record go into, customer classification, service plan to be born, service the plan tosend out, comprehensive search. It embodies the method of software engineering inconcretely carrying out, in carrying on the foundation that can believe analysis and needanalysis, result analyze according to the need, It establishes the3F system structure of datalayer, the business logic layer and data performance layer, and in the related position in the system structure, according to system the core function that need to be carried on elucidationand elaborated the design target of system in details. Take system structure as instruction,carried on the design and database design of the function mold piece of total design, system,to the core form of system, see diagram and faced to the design of object diagram to carry onintroduction, finally carry out the system, and point out the advantage and shortage and futuredevelopment direction of system.This thesis takes the development of the financial customer manage system for example,ask for help of popular currently of apply procedure development tool ASP.NET(C#language)as main development tool, understanding the way of thinking and method of applying the tooldevelopment information system, and as to it’s the key technique for winning carries on aresearch and include to make use of installing a document conjunction database and promiseprocedure of can support sex; Studying an in general use procedure development technique,promise system to expand, lay foundation for the development of similar information system.The backstage database adopted SQL SERVER2005, which is more extensive databasecurrently, and it’s applicable to the information system of file in the scale, the safety is asgood as usability. Through the operation to the database, acquainted with an interviewdatabase and see diagram and save the writing language of process sentence. The data modeldesign software uses POWER DESINGER, which can be convenient and easily carried ondatabase design and maintenance.The development of the system is a fulfillment process to the software engineering, Itgrasps the characteristics of B/S mode soft develop, the successful development of thesoftware ease the workload of customer manager and raises efficiency of work and makes thework of customer manage get more scientific, the norm turn and obtains good effect.