鑫泰公司基金業(yè)務管理輔助系統(tǒng)設計與實現(xiàn)
發(fā)布時間：2019-04-30 17:28
【摘要】：本文論述鑫泰公司的基金業(yè)務管理輔助軟件設計和實現(xiàn)工作。該系統(tǒng)將基金行業(yè)的基本管理要求和規(guī)范同本公司的特殊業(yè)務管理需求相結(jié)合,在現(xiàn)有通用性業(yè)務平臺基礎上著重在交易執(zhí)行的靈活性和投資信息分析的完備性方面為業(yè)務人員提供實用和高效的輔助工具。該系統(tǒng)的開發(fā)以實用性和先進性的合理均衡為基本原則,通過運用成熟的軟件工程方法和編程技術來完成。首先根據(jù)業(yè)務管理的具體需要分析了該系統(tǒng)功能的基本定位和構建原則,即在滿足典型基金業(yè)務要求和風險管理要求的前提下,盡可能實現(xiàn)可靠和實用的軟件功能。第二是針對功能定位,對該軟件的需求進行分析和建模,論文對此著重討論了基礎業(yè)務管理中的擴充性規(guī)則及參數(shù)設置管理功能,以指令管理為單元的業(yè)務執(zhí)行管理功能,以及基金業(yè)務綜合信息的分析管理功能,較為詳細地分析了內(nèi)部處理規(guī)則和數(shù)據(jù)要求,建立了必要的用例模型和交互圖模型。采用面向?qū)ο蟮姆椒ê图夹g,建立了該軟件的設計方案。該系統(tǒng)基于C++實現(xiàn)編程開發(fā),平臺環(huán)境為.NET/Windows,數(shù)據(jù)庫平臺采用DB2,論述對此概述了該軟件的程序?qū)崿F(xiàn)及主要的測試工作。鑫泰公司的基金業(yè)務管理輔助系統(tǒng)目前已開始投入實際運行�，F(xiàn)階段的運行表明,相對于以往的基本業(yè)務平臺,該軟件能夠為用戶提供更為豐富的規(guī)則設置及組合管理功能,以及針對業(yè)務風險控制的策略管理和復雜交易的組合管理功能,顯著提高了業(yè)務處理的效率、靈活性和準確性。
[Abstract]:This article discusses the fund business management software design and implementation of Xintai Company. The system combines the basic management requirements and norms of the fund industry with the special business management needs of the company. On the basis of the existing universal business platform, this paper focuses on the flexibility of transaction execution and the completeness of investment information analysis to provide practical and efficient auxiliary tools for business personnel. The development of the system is based on the principle of reasonable balance of practicality and advanced nature, which is accomplished by using mature software engineering method and programming technology. Firstly, according to the specific needs of business management, the basic positioning and construction principles of the system functions are analyzed, that is to say, the reliable and practical software functions can be realized as far as possible under the premise of satisfying the business requirements of typical funds and the requirements of risk management. The second is to analyze and model the requirement of the software according to the function orientation. The paper mainly discusses the function of extension rules and parameter setting management in the basic service management, and takes instruction management as the unit of the service execution management function. As well as the function of analyzing and managing the comprehensive information of fund business, the internal processing rules and data requirements are analyzed in detail, and the necessary use case model and interactive graph model are established. Using the object-oriented method and technology, the design scheme of the software is established. The system is developed on the basis of C language. The program realization and main testing work of the software are summarized by using DB2, in the platform environment of .NET / Windows, database platform. Xintai Company's fund business management auxiliary system has now been put into actual operation. The operation at this stage shows that, compared with the basic business platform, the software can provide users with more rich rule setting and portfolio management functions, as well as policy management for business risk control and portfolio management function for complex transactions, and this software can provide users with more abundant rule setting and portfolio management functions for business risk control and complex transactions. Significantly improve the efficiency, flexibility and accuracy of business processing.
【學位授予單位】：大連理工大學
【學位級別】：碩士
【學位授予年份】：2016
【分類號】：TP311.52
[Abstract]:This article discusses the fund business management software design and implementation of Xintai Company. The system combines the basic management requirements and norms of the fund industry with the special business management needs of the company. On the basis of the existing universal business platform, this paper focuses on the flexibility of transaction execution and the completeness of investment information analysis to provide practical and efficient auxiliary tools for business personnel. The development of the system is based on the principle of reasonable balance of practicality and advanced nature, which is accomplished by using mature software engineering method and programming technology. Firstly, according to the specific needs of business management, the basic positioning and construction principles of the system functions are analyzed, that is to say, the reliable and practical software functions can be realized as far as possible under the premise of satisfying the business requirements of typical funds and the requirements of risk management. The second is to analyze and model the requirement of the software according to the function orientation. The paper mainly discusses the function of extension rules and parameter setting management in the basic service management, and takes instruction management as the unit of the service execution management function. As well as the function of analyzing and managing the comprehensive information of fund business, the internal processing rules and data requirements are analyzed in detail, and the necessary use case model and interactive graph model are established. Using the object-oriented method and technology, the design scheme of the software is established. The system is developed on the basis of C language. The program realization and main testing work of the software are summarized by using DB2, in the platform environment of .NET / Windows, database platform. Xintai Company's fund business management auxiliary system has now been put into actual operation. The operation at this stage shows that, compared with the basic business platform, the software can provide users with more rich rule setting and portfolio management functions, as well as policy management for business risk control and portfolio management function for complex transactions, and this software can provide users with more abundant rule setting and portfolio management functions for business risk control and complex transactions. Significantly improve the efficiency, flexibility and accuracy of business processing.
【學位授予單位】：大連理工大學
【學位級別】：碩士
【學位授予年份】：2016
【分類號】：TP311.52
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