I. Flat View Module
An integrated work portal will be built to consolidate personal workbenches, employee information sections, key report sections, and homepages for leaders and employees. It integrates performance data, institutional reports, commonly used functions, and other content to realize one-stop information display, simplifying operations and improving usage efficiency.
II. Standardized Operation Evaluation Module
A standardized assessment system for retail business personnel will be established, covering evaluation, indicator reports, task and indicator introduction, etc. It supports multi-dimensional performance evaluation for customer managers, head-office/branch/sub-branch institutions, and individuals, achieving unified assessment standards, standardized processes, and automatic result calculation, ensuring fair and transparent performance evaluation.
III. CRM Relationship Management Module
Marketing relationship management will be optimized, supporting performance sharing configuration, historical data query, batch import, base adjustment, unified customer view, etc. It realizes a full panorama of customers, precise maintenance of marketing relationships, and flexible configuration of performance sharing, strengthening the associated management of customers and performance.
IV. Statistical Reports Module
A full range of reports will be provided, including detailed statements, historical data, base figures, drill-down analysis, sales performance, referral performance, credit card business, and institutional assessment reports. It supports the addition, optimization, query, display, and drill-down analysis of reports to meet the multi-dimensional data analysis needs of management and business personnel.
V. Mobile Terminal Function Module
Based on enterprise mobile applications, it realizes performance query, display, and condition optimization, supports real-time viewing of core data such as proprietary and entrusted business as well as sales performance, adapts to mobile office scenarios, and improves business response efficiency.
VI. Batch Processing Scheduling Module
Based on the workflow engine, it realizes batch processing and scheduling of data such as performance reports, base figures, insurance, and wealth management products. It supports job management, scheduling, monitoring, and configuration, ensuring efficient and stable execution of end-of-day tasks and timely generation of performance data.
VII. System Monitoring Module
Comprehensive operational monitoring will be provided, including access statistics, health status pages, log centers, performance monitoring, and online user monitoring. It realizes real-time visibility of system status and supports operation and maintenance personnel in quickly locating problems.
VIII. System Management Module
A background management and control system will be established, covering announcements, system configuration, data permissions, system logs, parameters, menus, function buttons, and scheduled task management. It realizes flexible parameter configuration, refined permission control, and full auditable operations.
IX. Background Data Processing Functions
Relying on the retail data mart, it completes account-level basic data processing and supports the calculation of indicators such as point-in-time data, daily average data, and simulated profits. It provides manual data supplementation, batch import and export, and institutional management. A data quality verification and abnormal recalculation mechanism will be established to ensure accurate and reliable data.
