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Information analysis system supporting fine customer value management of stockbroking industry

A refined customer and information analysis technology, applied in data processing applications, electronic digital data processing, special data processing applications, etc., can solve problems such as single processing methods, weak key information control capabilities, and affect user trust, to improve Effectiveness of customer analysis and daily work efficiency, improvement of information response efficiency, effects of ensuring stability and scalability

Inactive Publication Date: 2012-12-19
吉贝克信息技术(北京)有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

At present, there are many types of securities brokerage information analysis products in the domestic and foreign markets, but most of them have defects: for example, in terms of design positioning, there is no clear goal of value enhancement, and most of them only provide broker salary calculations, operating results reports, and a small amount. The information provided by this type of system is limited to understanding the operating results and status quo under the existing business model, and the amount of information provided is very limited in terms of refined operation planning for business optimization. Meet the actual needs of refined operation management and enhance customer value; in terms of indicator system, this type of system lacks systematic and refined processing for converting basic data into key information, and has not formed a key indicator group that can express differences in customer characteristics. The lack of detailed processing of some important and complex indicators will lead to large data errors and affect the user's trust in the information provided by the system; in terms of the underlying data model, most of them have not formed a basic layer and a summary layer. Hierarchical model design system makes it difficult for the system to adapt to the needs of business management in terms of robustness, scalability, and operational efficiency; in terms of processing technology from data to information, the processing methods used are relatively single, which is not helpful Data mining and other technologies based on regular discovery make the ability to control key information such as natural customer grouping and customer churn tendency weak

Method used

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  • Information analysis system supporting fine customer value management of stockbroking industry

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specific Embodiment 1

[0029] figure 1 Among them, the data source system uploads the data 1 provided by business systems such as securities brokerage transactions, accounts, and clearing to the data warehouse ODS layer 2 in the form of files, and the data retained in the ODS layer 2 is reorganized in the mode of subject domains , establish EDW layer 3, the data structure of EDW layer 3 is different from the data structure of the operating system, which isolates the impact of source system changes on analysis applications, thus ensuring data stability and scalability. According to the use requirements of the operation interface, the data summary layer DDW layer 4 is established. The DDW layer 4 pre-stores indicators that involve a large number of calculations and may affect the response speed, thereby improving the efficiency of information response. Access the data of the DDW layer 4 in the form of WEB, or through The interface obtains the data table or view of DDW layer 4, and analysts use OLAP so...

specific Embodiment 2

[0030] figure 1 Among them, the data source system uploads the data 1 provided by business systems such as securities brokerage transactions, accounts, and clearing to the data warehouse ODS layer 2 in the form of files, and the data retained in the ODS layer 2 is reorganized in the mode of subject domains , establish EDW layer 3, the data structure of EDW layer 3 is different from the data structure of the operating system, which isolates the impact of source system changes on analysis applications, thus ensuring data stability and scalability. According to the use requirements of the operation interface, the data summary layer DDW layer 4 is established. The DDW layer 4 pre-stores indicators that involve a large number of calculations and may affect the response speed, thereby improving the efficiency of information response. Access the data of the DDW layer 4 in the form of WEB, or through The interface obtains the data table or view of DDW layer 4, and analysts use OLAP so...

specific Embodiment 3

[0031] figure 1Among them, the data source system uploads the data 1 provided by business systems such as securities brokerage transactions, accounts, and clearing to the data warehouse ODS layer 2 in the form of files, and the data retained in the ODS layer 2 is reorganized in the mode of subject domains , establish EDW layer 3, set the data structure of EDW layer 3 to a data structure different from that of the operating system, and isolate the impact of source system changes on analysis applications, thereby ensuring data stability and scalability. Establish data summary DDW layer 4 according to the use requirements of the operation interface. DDW layer 4 pre-stores indicators that involve a large number of calculations and may affect the response speed, thereby improving the efficiency of information response. Access the data of DDW layer 4 in WEB mode, or through the interface After obtaining the data table or view of DDW layer 4, analysts use OLAP software technology to ...

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Abstract

The invention relates to an information analysis system supporting the fine customer value management of the stockbroking industry. By adopting the data ETL (extracting, transforming and loading) process, the EDW comprising a large amount of data, the DDW comprising the mildly accumulated historical departmental data and meeting the needs of a certain department of the specific enterprise, the CUBE for quickly realizing upwards and downwards drilling, rotary examining by fluoroscopy and slice and block cutting and the OLAP for making the analyzer, the manager or executor to access information quickly, consistently and interactively from multiple aspects, a kind of software technology for further knowing data can be obtained. By applying the EDW, DDW and OLAP technologies comprehensively and integrating the data provided by multiple service systems of the securities company, a comprehensive data analysis system for the securities users is formed so that the customer needs, potential and service states can be known more effectively, the implementation progress and effect of various service means can be known and the customer analysis performance and the daily work efficiency of all service departments of the securities company can be improved.

Description

technical field [0001] The present invention designs an information analysis system and method that supports refined customer value management in the securities brokerage industry Background technique [0002] In recent years, with the opening of the domestic securities market, the securities brokerage industry is increasingly facing a competitive industry with fierce party struggles at home and abroad. Improve industry competitiveness. Emphasize customer value management and rely on refined management to achieve industrial upgrading, which is highly valued by the government and the industry. Supporting the construction of refined information infrastructure with the goal of improving customer value has become a key construction object supported by the state and the securities industry. At present, there are many types of securities brokerage information analysis products in the domestic and foreign markets, but most of them have defects: for example, in terms of design posi...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/00G06F17/30
Inventor 王玲邓浩
Owner 吉贝克信息技术(北京)有限公司
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