The Design And Implementation Of OCBC Bank Wealth Management System

In recent years, with the rapid development of China's economy, personal wealth continues to grow, bank financial products have entered a period of rapid development. A wide variety of bank financial products increase the difficulty of the user's wealth management information. The establishment of a sound wealth management system is an important means to solve this problem. In addition, in order to strengthen the supervision of domestic financial industry, the people's Bank of China put forward a new management system, all financial products and related settlement information in a unified format to report to their database system. Although most of the domestic large financial institutions timely response to this request and take the initiative to develop their own wealth management system, but there are still part of the small and medium sized financial enterprises using hand crafted statements of the extensive mode, increased the risk of errors. At the same time, compare to the requirements of the people's Bank of China, these bank's own data format may exist some differences. Export the database operation is extremely complex, which increases the difficulty for reporting works.In view of the above problems, this paper based on.NET, C#, SQL and other technologies, design and implement a bank wealth management system. Through the analysis of the people's Bank of China to develop the system requirements, combined with the customer work of hardware environment and the actual demand, the system complete the purpose of convenient operation,efficient management and ensure data accuracy. This system also realized the function of provide the import of the product data and settlement data, export each type of settlement information and so on. By analyzing the specific process of the user's daily work, the data flow specification of the whole system is determined. Besides, it also achieved the user to view the current financial products information, the current monthly statement information, the relevant customer information and the current exchange rate information function. Set up administrator system can monitor the system and data modification.The bank wealth management system avoid drawbacks of hand crafted statements, optimization of the user operation, reduce the error rate of format and data, and also provide users with a convenient and efficient working tools to achieve the intended users of all functional requirements. At the same time, the system will continue to update to provide users with more quality, more convenient system experience.This paper focuses on the framework of the wealth management system design, interface design, database design and the implementation methods of each module, including the system display module, import data module and export data module. After the completion of the development, the author conducted a rigorous test of the system to optimize some BUGs. This program not only ensure the safety and stability of the system, but also improve the work efficiency and humanized operation.