A bank customer rights and interests integrated management platform.

Project Background
The customer rights and interests comprehensive management platform of the customer bank realizes the unified customer rights and interests management of the whole bank through the modules of rights and interests customer management, rights and interests activity management, rights and interests resource management, completes the control of the whole rights and interests life cycle such as rights and interests procurement, rights and interests generation, rights and interests write-off, rights and interests post-issuance evaluation, and provides external services for rights and interests functions (other system groups). Solve the main common problems encountered in the development of equity activities in each line department (transaction banking department, corporate finance department, retail finance department, micro finance department, electronic banking department).

Project Construction
Construction period:
2022.10-2023.3 one-time online;
Project members:
There are 6 project input members, including 4 at the back end, 1 at the front end and 1 at the test end.

Customer Value
The customer bank customer rights and interests comprehensive management platform has built a unified customer rights and interests comprehensive access portal to realize different types of rights and interests collection. Taking customer rights and interests as the starting point, we will build an ecological closed loop of customer service with customer as the main body and comprehensive equity account as the center, raising frequency, promoting activity and transforming into scenes, and marketing empowerment as a means, giving users a high-quality service experience and increasing user stickiness.

construction ideas

-Establish a comprehensive customer equity account system.
Build a unified rights and interests library on the rights and interests platform to realize the full life cycle management of rights and interests resources "purchase & rarr; put & rarr; issue & rarr; receive & rarr; write off.
-The equity platform gradually connects to the systems of major suppliers, synchronously obtains the write-off data of equity resources, and forms an equity usage flow based on the customer's equity account system.