The Design And Implementation Of High Asset Clients Wealth Management System For Shandong Province Rural Credit Cooperatives

The situation of China’s wealth management is that the basic work has just begun while the "concept" has been spread all over the country.This phenomenon reflects the customers’ business requirements of surging wealth management and perfect marketing results by Market Illuminaties which have done a very good preparation for the rapid development of this business.Therefore, how to grasp the nascent market opportunities,as meeting customer needs, creating new profit growth point for the bank is the banks’ problem to be solved.Each generation of the industry is accompanied by the management problems of the industry, so the high net worth clients’ wealth management system comes into being.This article mainly describes the design and implementation of Shandong Province Rural Credit Cooperative’s high net worth clients wealth management system. Firstly, in the introduction,it shows the development background of Shandong Province Rural Credit Cooperative’s high net worth clients wealth management system,describing the main problems occured in the work of management,then summarizing the current situation of high net worth clients wealth management to determine the need for system development.Secondly,a requirement elicitation is made in the process of Shandong Province Rural Credit Cooperatives high net worth clients wealth management,then getting the data types and data from and combining the obtained requirements,a detailed system analysis is made.Explaining requirement analysis with UML use-case diagram and describing the overall design with an activity diagram and use-case diagram.A simple description about non-functional requirements of the system is made after detailed analysis on functional requirements of high net worth clients wealth management system.Thirdly,a detailed functional design of the system is carried out combining with the requirement of Shandong Province Rural Credit Cooperatives high net worth clients wealth management system which realizes the design of function architecture, technical architecture and database of the whole system.As for the overall system design,it is supported by object-oriented technology which complete the overall framework of the system.The dynamic structure is representative in accordance with the class diagram and sequence diagram while the function is detailed designed.Finally,during the implementation phase,classification planning of system’s functions is carried out with the MVC pattern based on J2EE architecture which makes it possible for users to operate in a simple and understandable interface.Shandong Province Rural Credit Cooperatives high net worth clients wealth management system is to help and achieve wealth management for high net worth clients,which contains the contents of wealth management, customer requirement management, wealth management recommendations, asset view adjustment and wealth management report,covering basic information management, investment planning and management, financial planning and management and family asset management of high net worth clients,helping the high net worth clients to manage their assets.