CN117952734A - Enterprise E manager platform based on banking financial services - Google Patents

Abstract

The invention discloses an enterprise E manager platform based on banking financial services, which comprises a display layer, a business layer and a basic service layer; the display layer comprises a plurality of work tables facing different guest group personnel, and the work tables are used for displaying user interface information of current system login users; the basic service layer is divided into a plurality of different logic block units according to the service attribute, and each logic block unit comprises a plurality of functional modules to realize the corresponding functional attribute; the business layer correspondingly executes a series of logic processing steps according to the request of the current workbench of the display layer, the same functional modules in the basic service layer are called in the same logic processing steps, and the called functional modules are arranged, combined and controlled to form specific business functions and feed the specific business functions back to the current workbench or other workbenches of the display layer. The platform not only provides the system function meeting the daily business office of enterprises, but also integrates banking and financial services, and can provide one-stop use experience.

Description

Enterprise E manager platform based on banking financial services

Technical Field

The invention particularly relates to an enterprise E manager platform based on banking financial services.

Background

With rapid development of technology, technologies such as mobile internet, cloud computing, big data, artificial intelligence and the like are reconstructing various industries, and banking industries face the necessity of digital transformation. Digital transformation is the key to realizing business innovation, improving operation efficiency, reducing cost expenditure, improving user experience and obtaining longer lasting competitive advantage for banks. Meanwhile, under a new economic situation, enterprises are also in urgent need of digital transformation, and the business process, organization architecture, operation mode, management mode and the like of the enterprises are remodeled by utilizing digital technical means, so that intelligent upgrading of the organization is realized. The digital transformation of the bank is not only the digital transformation of the bank, but also the energizing of enterprise clients of the bank to assist the digital transformation of the bank. Enterprises are one of the most important guest groups of banking services, and both parties can go hand-in-hand in the digital transformation development aspect, so that the enterprise service ecology with better experience of financial services and non-financial service business closed loops is created.

The large and medium enterprises in the enterprise guest group can purchase products such as ERP, office automation and the like of software manufacturers, and the products are a single system of a C/S or B/S architecture, so that specific enterprise office or management requirements are finished. As daily business management requirements of enterprises become diversified (such as personnel, offices, tax, fee control, finance, invoices and the like), more systems are needed, each purchased system is an independent system, an information island among the systems is formed intangibly, meanwhile, the enterprises can select to conduct privately deployment for data security, and self-built machine rooms are needed, and hardware equipment such as purchasing networks, servers and security is needed to complete deployment. And because of the shortage of self economy, some small micro enterprises consider using SaaS services such as office automation, enterprise management and the like which are promoted by some internet companies, and the services are standardized services and do not support personalized customization according to client will, and no matter the services are traditional office software manufacturers or internet company products, the services are closed-loop fused with financial services in the scenes such as daily settlement, payment, reimbursement, invoice issuing, wages issuing and the like of the enterprises, and one-stop office new experience is not provided.

Disclosure of Invention

The object of the present invention is to solve the problems of the prior art and to provide a method.

In order to achieve the above purpose, the invention adopts the following technical scheme:

An enterprise E manager platform based on banking financial services comprises a display layer, a business layer and a basic service layer;

The display layer comprises a plurality of work tables facing different guest group personnel, and the work tables are used for displaying user interface information of a current system login user;

The basic service layer is divided into a plurality of different logic block units according to service attributes, and each logic block unit comprises a plurality of functional modules to realize corresponding functional attributes;

And the service layer correspondingly executes a series of logic processing steps according to the request of the current workbench of the display layer, invokes the same functional module in the basic service layer in the same logic processing step, and arranges, combines and controls the invoked functional module to form a specific service function and feeds the specific service function back to the current workbench or other workbenches of the display layer.

Preferably, the exhibition layer includes an enterprise workbench for use by an enterprise manager, an employee workbench for use by an enterprise employee, a bank operation management workbench for use by a bank operation manager, and a plurality of client manager workstations for use by a bank client manager, and the user logs in to the workstation corresponding to the identity of the user by setting authority to the user.

Further, an enterprise manager can log in to the enterprise workbench and the staff workbench at the same time, and enterprise staff can only log in to the staff workbench.

Further, the user interface information corresponding to different work tables is different, and the user interface information of different login users of the same work table is the same or different.

Further, the user can log in the platform and enter the corresponding workbench through any one mode of the PC, the APP and the applet, and when the user logs in the workbench through one mode of the PC, the APP and the applet, the user can directly enter the corresponding workbench through other modes.

Further, the business layer provides multiple functions for each workbench, and the user interface information displayed by each workbench of the display layer is all or part of functions of the business layer corresponding to the workbench.

Still further, the functions provided by the enterprise workbench in the business layer include: basic functions, enterprise setting, personnel management, individual tax service, tax integration, intelligent calculation and payment, intelligent generation and transmission, OA office, party membership dues management, intelligent fee control, travel management, marketing and pushing; the functions provided by the employee workbench include: home page, basic function, payroll inquiry, data analysis, marketing operation, OA office, personnel management, travel management, cost management, approval management; the functions provided by the bank operation management workbench comprise: basic functions, workbenches, channel configuration, enterprise management, operation log management, data analysis, marketing management, holiday setting and social security scheme configuration; the functions provided by the customer manager workstation include: basic functions, performance statistics, reservation of account opening, enterprise management, data analysis, personal center.

Preferably, the basic service layer includes a plurality of logic block units of basic service, personnel management service, tax service, salary service, marketing service, issuing service, OA service, intelligent fee control service, travel management service, enterprise setting service, third party payment service and financial service platform, and the financial service platform is used for docking with each business system in a bank.

Preferably, the platform further comprises a data layer for storing the platform data, and the data layer is communicated with the basic service layer to call the data stored by the data layer through the basic service layer or store the data generated by the basic service layer in the data layer.

Preferably, the platform further comprises an application operation and maintenance layer for performing operation and maintenance on the platform and an infrastructure layer for providing basic support for the whole platform, wherein the infrastructure layer is arranged in a bank.

Due to the application of the technical scheme, compared with the prior art, the invention has the following advantages: the enterprise E manager platform based on the banking financial service not only provides system functions (such as personnel, office, tax, fee control, finance, invoice and the like) meeting the daily business and office of the enterprise, but also naturally integrates the banking financial service, so that various office operations are seamlessly connected, and one-stop use experience is provided. The platform can be personalized and customized according to the needs of the clients, meanwhile, the user behavior analysis used by the clients is performed, the system service is continuously and iteratively optimized and improved, all functional services on the platform are used for free, and meanwhile, the bank can also provide financial data protection for data generated in the use process of the clients.

Drawings

Fig. 1 is a logic architecture diagram of an enterprise E-manager platform based on banking financial services according to the present embodiment.

Detailed Description

In order that the above-described aspects may be better understood, exemplary embodiments of the present invention will be described in more detail below with reference to the accompanying drawings. While exemplary embodiments of the present invention are shown in the drawings, it should be understood that the present invention may be embodied in various forms and should not be limited to the embodiments set forth herein. Rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the scope of the invention to those skilled in the art.

As shown in fig. 1, the enterprise E-manager platform based on banking financial services of the present invention includes a presentation layer, a business layer, a base service layer, a data layer, an application operation and maintenance layer, and an infrastructure layer.

The display layer comprises a plurality of work tables facing different guest groups, and the main guest groups in the embodiment are enterprise managers, enterprise staff, bank operation management staff and bank client managers.

Aiming at four guest group personnel, each workbench of the display layer is respectively: an enterprise workstation for use by an enterprise manager, an employee workstation for use by an enterprise employee, a bank operations management workstation for use by a bank operations manager, and a customer manager workstation for use by a bank customer manager.

When the user registers, the authority of the user is set, so that when the user logs in the platform, the user logs in to a workbench corresponding to the identity of the user. That is, the enterprise manager logs in to the enterprise workbench, the enterprise staff logs in to the staff workbench, the bank operation manager logs in to the bank operation management workbench, and the bank customer manager logs in to the customer manager workbench. The enterprise manager of the embodiment can also enter the employee workstation at the same time, and the enterprise employee can only enter the employee workstation.

The workbench is used for displaying user interface information of a current system login user. The user interface information corresponding to different workstations may be different, and the user interface information of different login users of the same workstation may be the same or different.

And displaying a plurality of functional modules in the user interfaces of the workbenches, and sending corresponding requests when clicking the functional modules.

When a user logs in the platform for the first time through any mode of PC, APP and applet and enters the corresponding workbench, the account and password information of the user need to be input. When a user logs in to a workbench through one mode of a PC, an APP and an applet, the user can directly enter the corresponding workbench through other modes without inputting account and password information of the user again.

The non-financial services and banking financial services of the daily business office of the enterprise are organically integrated and deposited on a basic service layer, and the atomized basic services are planned into different logic block units according to service attributes, so that the management and the use are convenient.

The plurality of logic block units of the basic service layer are respectively: basic service, personnel management service, individual tax service, pay service, marketing service, issuing service, OA service, intelligent fee control service, travel management service, enterprise setting service, third party payment service and financial service platform.

Each logic block unit comprises a plurality of functional modules, and each functional module corresponds to a certain algorithm, so that corresponding functional attributes are realized. The specific algorithm corresponding to each functional module may be an algorithm in the prior art, which is not described in detail herein. The functional blocks included in each logic block unit are specifically as follows.

Basic services include registration, login, workstation, bulletin, personal center, cockpit, authentication, information maintenance, messaging center, and the like.

Personnel management services include contract management, employee management, attendance management, business trip management, leave management, batch card opening, analysis statistics, personnel training, professional learning, and the like.

The tax service comprises enterprise registration declaration, personnel registration declaration, special deduction information registration declaration, tax calculation service, tax auxiliary declaration, tax auxiliary payment, message receipt center, attached form inquiry, paying commission and the like.

The salary calculating service comprises social security calculation, individual tax calculation, salary calculation, intelligent annual final prize, payroll and salary integration and the like.

Marketing services include marketing pushing, chain marketing special area, marketing management, marketing operations, smart payments, marketing campaign statistics, and the like.

The issuing service comprises issuing account management, intelligent uploading, fund issuing, payroll setting, payroll template management, payroll issuing management, data analysis, employee feedback, bank issuing setting and the like.

OA services include reimbursement management, OA office, to-do management, calendar management, attendance management, false work OA applications, piece submission, personnel OA applications, enterprise forums, and the like.

The intelligent fee control service comprises payment management, budget control, business configuration, financial management, data report, travel fee control, reimbursement management, subject management, enterprise general ledger and the like.

The travel management services include travel configuration wizard, order management, consumer bill presentation, cost attribution, information statistics, travel cost reporting, and the like.

The enterprise setting service comprises authority management, approval management, three-party system access, department management, business element configuration, flow configuration and the like.

The third party payment service comprises party membership dues management, party membership dues payment, telephone fee payment, property payment, water, electricity and coal payment and the like.

The financial service platform is used for interfacing with each business system in the bank, and financial services are uniformly packaged by interfacing with each business system in the bank, so that convenient and fast calling of the financial services is realized.

The business layer provides multiple functions for each workstation, as follows.

The functions provided by the enterprise workbench in the business layer include: basic functions, enterprise setting, personnel management, individual tax service, tax integration, intelligent calculation of a salary, intelligent generation, OA office, party membership dues management, intelligent fee control, travel management and marketing pushing.

The functions provided by the employee workbench in the business layer include: home page, basic function, payroll, data analysis, marketing operations, OA office, personnel management, travel management, cost management, and approval management.

The functions provided by the bank operation management workbench in the business layer comprise: basic functions, workstations, channel configurations, enterprise management, oplog management, data analysis, marketing management, holiday setting, social security scheme configuration.

The functions provided by the customer manager workstation in the business layer include: basic functions, performance statistics, reservation of account opening, enterprise management, data analysis, personal center.

The user interface information displayed by each workbench of the display layer is all or part of functions provided by the corresponding workbench of the business layer.

Meanwhile, the service layer correspondingly executes a series of logic steps according to the request of the current workbench of the display layer, then invokes functional modules in the logic block unit of the basic service layer, and then arranges, combines and controls the invoked functional modules to form specific service functions which are fed back to the current workbench of the display layer or to other workbenches of the display layer.

When the service layer executes the logic steps, the same functional modules in the basic service layer are called in the same logic steps, so that repeated calling of the functional modules in the basic service layer can be realized, and the structure of the platform is simplified. When a function module in a logic block unit of a basic service layer is called, a part of the function modules in the same logic block unit may need to be called, or a part of the function modules in different logic block units may need to be called.

The data layer is used for storing platform data, and is communicated with the basic service layer so as to call the data stored by the data layer through the basic service layer or store the data generated by the basic service layer.

The application operation and maintenance layer comprises cluster log management, user behavior analysis, service monitoring, link tracking, configuration center, operation and management platform and the like. The application operation and maintenance layer is used for calling the related data in the platform when the platform is operated and maintained.

The infrastructure layer provides the foundation support for the entire platform, and includes hardware facilities and software facilities. In this embodiment, the infrastructure layer is disposed in the bank, and the bank performs operation maintenance and upgrade, so that the enterprise does not need any investment in software and hardware when using the platform.

The workflow of the platform is described below by way of specific embodiments.

Case one: and (5) contracting.

An enterprise workbench in the display layer sends a contract signing request in personnel management, after the business layer receives the request, the business layer verifies the true complete validity of staff information for signing the contract in personnel management functions, and verifies whether staff have the contract in the validity period, if a new staff signs the contract for the first time, the old staff signs the contract for the first time, and if the old staff signs the contract for the second time, the old staff signs the contract for the second time.

The business layer associates the employee information with the correct electronic contract template, sends a contract signing request to a contract management function module of the basic service layer, so as to generate an electronic contract containing the employee information, and stores the electronic contract in the data layer.

After personnel management personnel log in an enterprise workbench or staff log in the staff workbench, an electronic contract checking request can be initiated in personnel management corresponding to a display layer, after the business layer receives the request, whether the staff has an electronic contract or not can be judged in the personnel management, if the electronic contract exists, the request is sent to a contract management functional module of a basic service layer, so that the electronic contract of a data layer image platform is called and returned to the business layer, and the business layer can display the electronic contract for personnel or staff checking after operations such as watermark processing and the like are performed on the electronic contract in the display layer.

In this case, in both the contract signing and contract checking scenarios, the business layer is involved in both logic process flows to determine whether employee contracts exist, while querying employee contract information provides such capability in the basic service layer contract management module, which is used by the business layer in both scenarios to repeat the call.

Case two: the new employee opens a payroll card.

The enterprise workbench in the display layer initiates a request for reserving and opening a payroll card for a newly-entered employee in personnel management, and after the business layer receives the request, the validity of employee information can be judged in personnel management. After the information is verified, the request is sent to a function module of batch card opening of the basic service layer, and card opening related information data are stored in the data layer. When the bank receives the reservation card opening request of the enterprise, the bank can send a notice to a one-to-one service bank client manager, the bank client manager logs in a client manager workbench, a request for checking staff to open the payroll card is sent in enterprise management, the business layer sends the request to a function module of batch card opening of a basic service layer, data stored in a data layer are retrieved and returned to the business layer, and then the data is displayed on a display layer. Therefore, a bank client manager can bring the terminal equipment for opening the card of the bank to go up to transact the card opening service for the staff of the enterprise, and the staff can be saved from coming to the bank.

In summary, the enterprise E manager platform has the following advantages:

(1) The platform is used as a platform system for daily business office and financial transaction of enterprise clients, is used as a mobile phone bank and an online bank of the bank for free, is responsible for maintenance and upgrading of the system by the bank, and does not need any investment of the enterprise on software and hardware.

(2) The method supports differentiated function customization according to the needs of enterprises, and uses the service arrangement combination of a basic service layer in a business layer to rapidly finish delivery and use. The existing service is demultiplexed as far as possible, and if the existing service is not satisfied, the new basic service is developed to be expanded, so that the development efficiency of the whole platform is high, and the maintenance cost is low.

(3) The platform covers most functions of daily business and office of enterprises, is organically combined with banking financial services, realizes information data sharing synchronization, can realize a plurality of scene linkage, such as batch opening of bank cards for new staff, can avoid card number transmission in a substitute issuing scene, and can set special marketing activities such as off-line consumption card delivery and money reduction and the like for the bank cards of the enterprises. An enterprise works on the set of platforms in a one-stop mode, and operation on a plurality of systems and generation of data islands are avoided.

(4) Besides the daily office of enterprise on the platform can use the platform, can also promote this enterprise business and product on the platform, other enterprises can have matched demand on the platform just can develop the cooperation, when A enterprise needs to purchase B enterprise product or raw and other materials fund is not enough, the bank can provide the preferential loan in the real trade background of the platform understanding customer-to-customer and help enterprise completion transaction. A scenario like this would greatly improve the customer's experience and viscosity, and a diversified service would benefit everyone on the platform. Financial services are ubiquitous throughout enterprise business, and assist is developed for enterprises.

It should be noted that in the claims, any reference signs placed between parentheses shall not be construed as limiting the claim. The word "comprising" does not exclude the presence of elements or steps not listed in a claim. The word "a" or "an" preceding an element does not exclude the presence of a plurality of such elements. The invention may be implemented by means of hardware comprising several distinct elements, and by means of a suitably programmed computer. In the unit claims enumerating several means, several of these means may be embodied by one and the same item of hardware. The use of the words first, second, third, etc. do not denote any order. These words may be interpreted as names.

While preferred embodiments of the present invention have been described, additional variations and modifications in those embodiments may occur to those skilled in the art once they learn of the basic inventive concepts. It is therefore intended that the following claims be interpreted as including the preferred embodiments and all such alterations and modifications as fall within the scope of the invention.

It will be apparent to those skilled in the art that various modifications and variations can be made to the present invention without departing from the spirit or scope of the invention. Thus, it is intended that the present invention also include such modifications and alterations insofar as they come within the scope of the appended claims or the equivalents thereof.

Claims (10)

1. An enterprise E manager platform based on banking financial services, which is characterized in that: the system comprises a display layer, a business layer and a basic service layer;

The display layer comprises a plurality of work tables facing different guest group personnel, and the work tables are used for displaying user interface information of a current system login user;

The basic service layer is divided into a plurality of different logic block units according to service attributes, and each logic block unit comprises a plurality of functional modules to realize corresponding functional attributes;

And the service layer correspondingly executes a series of logic processing steps according to the request of the current workbench of the display layer, invokes the same functional module in the basic service layer in the same logic processing step, and arranges, combines and controls the invoked functional module to form a specific service function and feeds the specific service function back to the current workbench or other workbenches of the display layer.

2. The bank financial services based enterprise E-concierge platform of claim 1, wherein: the display layer comprises an enterprise workbench used for an enterprise manager, an employee workbench used for enterprise employees, a bank operation management workbench used for bank operation management personnel and a plurality of client manager workstations used for bank client managers, and the user logs in the workbench corresponding to the identity of the user by setting authority to the user.

3. The bank financial services based enterprise E-concierge platform of claim 2, wherein: an enterprise manager can log in to the enterprise workbench and the staff workbench at the same time, and enterprise staff can only log in to the staff workbench.

4. The bank financial services based enterprise E-concierge platform of claim 2, wherein: the user interface information corresponding to different work tables is different, and the user interface information of different login users of the same work table is the same or different.

5. The bank financial services based enterprise E-concierge platform of claim 2, wherein: when the user logs in to enter the workbench through one mode of the PC, the APP and the applet, the user can directly enter the corresponding workbench through other modes.

6. The bank financial services based enterprise E-concierge platform of claim 2, wherein: the business layer provides multiple functions for each workbench, and user interface information displayed by each workbench of the display layer is all or part of functions of the business layer corresponding to the workbench.

7. The bank financial services based enterprise E-concierge platform of claim 6, wherein: the functions provided by the enterprise workbench in the business layer include: basic functions, enterprise setting, personnel management, individual tax service, tax integration, intelligent calculation and payment, intelligent generation and transmission, OA office, party membership dues management, intelligent fee control, travel management, marketing and pushing; the functions provided by the employee workbench include: home page, basic function, payroll inquiry, data analysis, marketing operation, OA office, personnel management, travel management, cost management, approval management; the functions provided by the bank operation management workbench comprise: basic functions, workbenches, channel configuration, enterprise management, operation log management, data analysis, marketing management, holiday setting and social security scheme configuration; the functions provided by the customer manager workstation include: basic functions, performance statistics, reservation of account opening, enterprise management, data analysis, personal center.

8. The bank financial services based enterprise E-concierge platform of claim 1, wherein: the basic service layer comprises a plurality of logic block units of basic service, personnel management service, individual tax service, salary calculation service, marketing service, issuing service, OA service, intelligent fee control service, travel management service, enterprise setting service, third party fee paying service and financial service platform, and the financial service platform is used for docking each business system in a bank.

9. The bank financial services based enterprise E-concierge platform of claim 1, wherein: the platform also comprises a data layer for storing the platform data, wherein the data layer is communicated with the basic service layer to call the data stored by the data layer through the basic service layer or store the data generated by the basic service layer in the data layer.

10. The bank financial services based enterprise E-concierge platform of claim 1, wherein: the platform also includes an application operation and maintenance layer for operating and maintaining the platform and an infrastructure layer for providing basic support for the whole platform, wherein the infrastructure layer is arranged in a bank.