I. Core Business Operation Functions

Full-Cycle Management of Due Diligence Tasks
Supports multi-dimensional task assignment and real-time push reminders; field staff can collect on-site data, enter information and conduct preliminary risk assessment via mobile terminals; realizes the entire online process and progress visualization of task assignment, execution, reporting and review.
Customer Lifecycle Management
Provides standardized information entry templates to aggregate multi-dimensional customer data; supports multi-condition query, filtering and information maintenance; implements full-lifecycle control of customer information through authority management and change logs.
Intelligent Investigation Report Generation & Management
Automatically populates data to generate draft reports based on template engines; supports version control, online review, revision tracking, export and distribution, achieving closed-loop management of the entire report process.
Full-Process Management of Marketing Leads
Establishes lead pools and lead databases supporting lead registration, deduplication, classification and allocation; records follow-up plans with reminders and tracks conversion data, realizing full-process lead control.

II. Map & Spatial Operation Functions

Integrates map services for positioning, navigation and route planning; supports grid management of business areas, responsible person binding and indicator visualization, enabling refined spatial management of field operations.

III. Electronic Process Approval Functions

Equipped with a configurable workflow engine for customized complex approval processes; covers multi-scenario approvals with online processing on mobile terminals; maintains full electronic records to improve approval efficiency and internal control.

IV. Specialized Management of High-Risk Businesses

Face-to-Face Signing Management: Supports appointment, verification and video recording association, with full traceable records to ensure compliance.
Payee Management: Establishes a trusted information database with strict verification and encrypted storage to prevent fund risks.

V. User Authentication & Authority Management

Adopts dual-Token authentication with automatic account renewal; implements three-level authority control and dual verification based on the RBAC model; retains login and operation logs to ensure account security.

VI. AI Intelligent Empowerment Functions

Integrates an NLP engine for text recognition, risk extraction and contract review; leverages large models for intelligent report generation and knowledge Q&A; realizes complex task automation through intelligent agents.

VII. Data Statistics & Performance Management

Automatically calculates core performance indicators for individuals and teams; provides multi-dimensional reports, trend analysis and data export to support decision-making.

VIII. Security Protection Functions

Anti-tampering and device identifier binding at the device layer; high-strength transmission and storage encryption at the data layer; triple control at the authority layer, providing comprehensive system security protection.