Method for checking and normalizing customer information in multiple information systems of fund company

Abstract

The aim of the invention is to provide a method which is used for extracting basic customer information in multiple information systems (including TA, DS, EC, CC and the like) of a fund company, defining a checked key field scope, carrying out strict program checking, fuzzy program checking and artificial checking and finally summarizing and combining the basic customer information in different information systems as one. The method has five innovative points: (1) a data source is clearly defined, customer information is extracted from the multiple information systems and is ensured to cover all customers, and no customer is omitted, leaked or missed; (2) related fields are effectively cleaned, and errors about full-width and half-width characters, spaces and the like are avoided; (3) basic customer information is clearly defined; (4) checking and normalizing rules are clearly defined so that clear rules for judging whether customer information is consistent are provided; and (5) the checking and normalizing process is clearly defined, and the checking and normalizing work is ensured to be carried out orderly and effectively.

Description

technical field [0001] The present invention relates to physical technology, in particular to information system data processing technology, in particular to data verification technology in multiple information systems, and specifically to a method for checking and normalizing customer information in multiple information systems of a fund company, wherein the information system Including TA (transfer registration system), DS (direct sales system), CC (call center system), EC (e-commerce system), etc. Customer information includes 8 items: name, ID type, ID number, gender, date of birth , contact address, zip code, fixed telephone number. Other customer information, such as work unit, work unit address, marital status, household registration location and other information, is customer extended information. Background technique [0002] In order to support its customer-facing sales and service business, the fund company also operates a variety of service information systems, ...

AI Technical Summary

Problems solved by technology

The importance of customer information is illustrated by examples: 1) The customer may have purchased fund products through consignment sales channels and direct sales channels. The customer left contact information in two places. When sending the statement, The fund company cannot confirm a valid shipping address

2) The marketing activity information is located in the CC and EC systems. If the customer information is inconsistent, the CC and EC systems cannot be associated with the TA system data, and cannot effectively track the behavior of the marketed customers, and then evaluate the effectiveness of marketing activities

Generally, the order of magnitude of fund companies is more than 100,000, and passive and manual approval is far from ensuring the consistency of basic customer information

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