金融資產(chǎn)行業(yè)的數(shù)據(jù)標(biāo)準(zhǔn)管理平臺(tái)的設(shè)計(jì)與實(shí)現(xiàn)
發(fā)布時(shí)間:2018-03-14 11:28
本文選題:數(shù)據(jù)治理 切入點(diǎn):數(shù)據(jù)標(biāo)準(zhǔn) 出處:《中國(guó)科學(xué)院大學(xué)(中國(guó)科學(xué)院工程管理與信息技術(shù)學(xué)院)》2017年碩士論文 論文類(lèi)型:學(xué)位論文
【摘要】:“金融就是數(shù)據(jù),金融就是信息”,2008年金融危機(jī)后,國(guó)際金融組織和全球中央銀行對(duì)此都在進(jìn)行反思,特別是在數(shù)據(jù)治理方面。中國(guó)人民銀行和銀行業(yè)監(jiān)督管理委員會(huì)也對(duì)金融機(jī)構(gòu)的數(shù)據(jù)管理非常重視,對(duì)數(shù)據(jù)質(zhì)量、數(shù)據(jù)標(biāo)準(zhǔn)和數(shù)據(jù)管理體系提出了明確要求,國(guó)內(nèi)多家銀行陸續(xù)啟動(dòng)了數(shù)據(jù)標(biāo)準(zhǔn)項(xiàng)目,通過(guò)規(guī)范和統(tǒng)一業(yè)務(wù)系統(tǒng)的數(shù)據(jù)標(biāo)準(zhǔn),來(lái)提升業(yè)務(wù)管理水平和決策支持能力。在金融資產(chǎn)管理行業(yè)也同樣存在數(shù)據(jù)管控的一系列問(wèn)題,但整個(gè)數(shù)據(jù)標(biāo)準(zhǔn)的建立在行業(yè)內(nèi)尚為空白。某大型金融資產(chǎn)管理公司目前投入使用的應(yīng)用系統(tǒng)數(shù)量達(dá)到28個(gè),在應(yīng)用層面基本滿(mǎn)足了公司內(nèi)部管理,以及業(yè)務(wù)處理主要流程的信息化需求,但在數(shù)據(jù)管控層面仍然面臨著缺乏統(tǒng)一的數(shù)據(jù)標(biāo)準(zhǔn)、數(shù)據(jù)質(zhì)量控制和數(shù)據(jù)深度利用不夠等方面問(wèn)題。為加強(qiáng)公司集團(tuán)信息化建設(shè),構(gòu)建集團(tuán)數(shù)據(jù)中心,推動(dòng)數(shù)據(jù)治理相關(guān)工作,急需逐步解決缺乏統(tǒng)一數(shù)據(jù)標(biāo)準(zhǔn)的問(wèn)題,急需建立數(shù)據(jù)標(biāo)準(zhǔn)管理平臺(tái)。數(shù)據(jù)標(biāo)準(zhǔn)管理平臺(tái)的建立需要能夠規(guī)范新建信息系統(tǒng),按照數(shù)據(jù)標(biāo)準(zhǔn)要求設(shè)計(jì)系統(tǒng),同時(shí)也需要通過(guò)技術(shù)手段規(guī)范各個(gè)已經(jīng)上線系統(tǒng)的數(shù)據(jù)能夠達(dá)到數(shù)據(jù)標(biāo)準(zhǔn)要求,這就需要有一種新的方法來(lái)構(gòu)建數(shù)據(jù)標(biāo)準(zhǔn)管理系統(tǒng),本文作者構(gòu)建了以元數(shù)據(jù)為核心的數(shù)據(jù)標(biāo)準(zhǔn)管理平臺(tái),以元數(shù)據(jù)為基礎(chǔ),采集各個(gè)已有系統(tǒng)數(shù)據(jù)作為技術(shù)元數(shù)據(jù),管理數(shù)據(jù)標(biāo)準(zhǔn)作為業(yè)務(wù)元數(shù)據(jù),建立業(yè)務(wù)與技術(shù)元數(shù)據(jù)對(duì)應(yīng),從而能夠?qū)崿F(xiàn)數(shù)據(jù)標(biāo)準(zhǔn)成果的管理與落地的目的。本文作者針對(duì)金融資產(chǎn)管理行業(yè)的數(shù)據(jù)標(biāo)準(zhǔn)缺失問(wèn)題,通過(guò)廣泛調(diào)研,參考行業(yè)內(nèi)標(biāo)準(zhǔn),形成了適合金融資產(chǎn)管理公司的國(guó)內(nèi)第一套數(shù)據(jù)標(biāo)準(zhǔn),并形成以元數(shù)據(jù)為核心數(shù)據(jù)標(biāo)準(zhǔn)管理平臺(tái)實(shí)現(xiàn)了對(duì)數(shù)據(jù)標(biāo)準(zhǔn)的管理與落地。對(duì)未來(lái)金融資產(chǎn)行業(yè)的數(shù)據(jù)標(biāo)準(zhǔn)建設(shè)有很強(qiáng)的指導(dǎo)意義。
[Abstract]:"Finance is data, finance is information." in 2008, after the financial crisis, international financial organizations and global central banks were reflecting on this. Especially in the area of data governance. The people's Bank of China and the Banking Regulatory Commission also attach great importance to the data management of financial institutions, and have made clear requirements for data quality, data standards and data management systems. Many domestic banks have started data standard projects one after another to improve business management level and decision support ability by standardizing and unifying the data standards of business systems. There are also a series of problems of data control in the financial asset management industry. However, the establishment of the whole data standard is still blank in the industry. The number of application systems put into use by a large financial asset management company now reaches 28, which basically satisfies the internal management of the company at the application level. And the information demand of the main process of business processing, but still facing the problems of lack of unified data standard, data quality control and insufficient utilization of data at the level of data control. To construct group data center and promote data management work, it is urgent to solve the problem of lack of unified data standard, to establish data standard management platform, and to establish data standard management platform to standardize new information system. According to the requirements of data standards, the design system needs to be standardized by technical means to meet the requirements of data standards, which requires a new method to build a data standard management system. The author of this paper constructs a data standard management platform with metadata as the core. Based on metadata, the author collects the existing system data as technical metadata, and manages data standard as business metadata, and establishes the correspondence between business and technical metadata. In order to achieve the goal of managing and landing the results of data standards, the author of this paper aims at the lack of data standards in the financial asset management industry, through extensive research, referring to the industry standards, Formed the first set of domestic data standards suitable for financial asset management companies, The metadata as the core data standard management platform has realized the management and landing of the data standard, which has a strong guiding significance for the construction of the data standard in the future financial asset industry.
【學(xué)位授予單位】:中國(guó)科學(xué)院大學(xué)(中國(guó)科學(xué)院工程管理與信息技術(shù)學(xué)院)
【學(xué)位級(jí)別】:碩士
【學(xué)位授予年份】:2017
【分類(lèi)號(hào)】:F831;TP311.52
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