Design And Implementation Of Customer Management Module In Brokerage Management System Of Securities Industry

With the global economic development, the stock market and great changes have taken place and market competition is becoming stiff, the domestic stock market is also had a shock after the adjustment began to recover, but with foreign investment, domestic market continued to the environment in the development of the opportunity to reflect the experience with great challenges. This is a pressing situation in the security company have gradually beginning to think more considerate of the problem of the security company began to change the traditional mode of operation, to focus on the customer’s business. At present, brokerage charge and investors in securities firm supporter of spread of income. CRM(Customer Relationship Management) is a focus on the customer management philosophy and strategy, based on the net and e-commerce based on a new system to implement and improve enterprise. By implementing crm can make full use of securities accumulated over the years of data, and depth to the mining of analysis of data. And with the company’s various researches and analysis of resources, effectively maintain and mining sector customers, and the development of strategies created the large profits.With securities companies business and the establishment of a crm, to build j2ee architecture based on the stock brokerage business management information system. This system to use data in storage of data mining technology, analyzes the enterprises obtained in the system of data, and enterprise management and decision-making. In this article introduces the system design and development.Systems in relation to the customer relashionship management, the broker management, system management and business decisions analysis for the functional modules structure and systems adopted structure of j2ee architecture. Systems may be classified data, business logic layer and its logic layer and web client four layers.This article in system design vision and strategy, the system development, design and implementation of technical solutions for a few aspects of the system for detailed. The framework of the operational analysis system consists of DataSource, Date Storage and Data Analysis.At first, it extracts all data correlated to the analysing aim from the inner Data Source and outer DataSource of securities company’s, cleans and converts the data. Secondly, it summarizes, analyses and forecasts the data by using OLAP and DM Technologies. Finally, we achieve the goal of enhancing risk management level and customer service quality, to gain more customers and to gain better profit.