The Design And Implementation Of Financial Services Platform For Qilu Securities

With the rapid development of the socialist market economy, the level of residents’income is improving, and the expense of people used to other spending increases, which makes the growing demand of residents for the finance and investment. Under the background of securities market innovation accelerated in recent years, market new products present the rapid increase, having emerged a large number of securities firms. And Qilu also initiated a set of securities financing service platform, they meet the demands of investors to invest in at the same time, also must be on the premise of investors in appropriate management operation and be able to seek greater benefits for the low income investors.Qilu securities financing service platform with actual securities company as the background, combined with the computer technology, which are studied in similar securities financing service platform of development trend both at home and abroad in recent years, on the basis of reference to the advantages of similar systems at home and abroad to determine the Qilu securities finance service platform technology architecture. Qilu securities financing service platform firstly builds a design pattern of application software development framework which based on B/S architecture and MVC, this paper studies how to use the framework and the technology to develop the platform on the basis of the use of Struts, Hibernate, Spring structure model, finally using J2EE architecture development platform overall architecture design, using SQL Server 2014 for the design of database.Qilu securities financing service platform mainly implements the five major businesses function modules which are the customer management, module management, information management business, and products and recommend management business and MOT (Moment Of way) management. Customer management business mainly includes my customer management, customer relationship management, customer groups, customers management four parts; Work module management business is mainly composed of customer service management, service contract management, daily work management, service statistics management and product development management of four parts; Information service and information management business includes investment management business and product management; Products and recommend management business consists of two parts which are product management and fund management; MOT management business is mainly composed of service personnel MOT, MOT action plan management and case knowledge base management of three parts.The design and implementation of Qilu securities financing service platform can better serve the market investors, securities companies no longer merely provide acting sale of securities business agencies, service products, information products, trust products, banking and financial products, private equity funds, public funds and other financial products for investors to choose. For different groups of customers, Qilu securities financing service platform will provide appropriate the maximization of interests, improving customer satisfaction, and improve the service quality and work efficiency.