中国人寿客户治理系统概要设计讲明书文档修改记录目录1.引言 (26)1.1.编写目的 (26)1.2.项目背景 (26)1.3.参考资料 (28)2.任务概述 (28)2.1.目标 (28)2.2.运行环境 (28)2.3.需求概述 (29)2.3.1. ··················数据抽取292.3.1.1. ··············业务流程描述292.3.1.2. ·················数据源302.3.2. ··················数据导入302.3.2.1. ··············业务流程描述302.3.3. ··················数据检查312.3.3.1. ··············业务流程描述312.3.4. ··················积分计算312.3.4.1. ··············业务流程描述312.3.5. ··················级不处理332.3.5.1. ··············业务流程描述332.3.6. ··················报表统计342.3.6.1. ··············业务流程描述342.3.6.2. ················报表格式342.3.7. ················治理平台登陆452.3.8. ··················数据采集452.3.8.1. ··············设定流程描述452.3.8.2. ··············历史信息查询462.3.8.3. ···········查询/修改流程描述462.3.9. ··················积分方式472.3.9.1. ··············设定流程描述472.3.9.2. ···········查询/修改流程描述482.3.10. ··················积分规则492.3.10.1. ··············设定流程描述492.3.10.2. ···········查询/修改流程描述502.3.11. ··················积分重算512.3.11.1. ················流程描述512.3.12. ··················积分回滚522.3.12.1. ················流程描述522.3.13. ················增量积分重算522.3.13.1. ················流程描述522.3.14. ··················服务项目532.3.14.1. ··············设定流程描述532.3.14.2. ···········查询/修改流程描述542.3.15. ··················会员级不542.3.15.1. ··············设定流程描述542.3.15.2. ···········查询/修改流程描述552.3.16. ················会员享受服务562.3.16.1. ··············设定流程描述562.3.16.2. ···········查询/修改流程描述572.3.17. ·················操作员治理582.3.17.1. ··············登记流程描述582.3.17.2. ·········查询/修改/赋权流程描述592.3.17.3. ············密码修改流程描述602.3.17.4. ············资料修改流程描述612.3.18. ··················角色治理612.3.18.1. ··············添加流程描述612.3.18.2. ·········查询/修改/赋权流程描述622.3.19. ·················会员卡入库632.3.19.1. ··············入库流程描述632.3.19.2. ···········查询/修改流程描述632.3.20. ·················会员卡发放642.3.20.1. ··············发放流程描述642.3.20.2. ············发放订正流程描述652.3.20.3. ·········入库未发放查询流程描述652.3.21. ·················会员卡核销662.3.21.1. ············手工核销流程描述662.3.21.2. ············核销订正流程描述662.3.22. ···············会员卡挂失补发672.3.22.1. ············挂失补发流程描述672.3.22.2. ············补发查询流程描述672.3.23. ·············客户差不多信息治理682.3.23.1. ···········新客户登记流程描述682.3.23.2. ···········查询/修改流程描述722.3.24. ··················入会治理782.3.24.1. ··············登记流程描述782.3.24.2. ······查询/修改/添加附属卡流程描述782.3.25. ··················降级确认792.3.25.1. ················流程描述792.3.26. ··················晋升确认802.3.26.1. ················流程描述802.3.27. ·················导入黑名单812.3.27.1. ················流程描述812.3.28. ················潜在客户治理812.3.28.1. ··············登记流程描述812.3.28.2. ···········查询/修改流程描述822.3.29. ··················客户归并832.3.29.1. ················流程描述832.3.30. ··················推举保单842.3.30.1. ··············登记流程描述842.3.30.2. ···········查询/修改流程描述852.3.31. ················特约商户治理862.3.31.1. ··············登记流程描述862.3.31.2. ···········查询/修改流程描述882.3.32. ··················预约治理892.3.32.1. ··············登记流程描述892.3.32.2. ···········查询/修改流程描述902.3.32.3. ··············提醒流程描述912.3.33. ··················服务治理922.3.33.1. ··········服务项目登记流程描述922.3.33.2. ·······服务项目查询/修改流程描述932.3.33.3. ··········参与客户登记流程描述942.3.33.4. ········参与客户信息查询流程描述952.3.34. ··················客户查询962.3.34.1. ················流程描述962.3.35. ·················会员卡查询1002.3.35.1. ················流程描述1002.3.36. ··············降级提醒客户查询1022.3.36.1. ················流程描述1022.3.37. ··············可能晋升客户查询1032.3.37.1. ················流程描述1032.3.38. ················特约商户查询1032.3.38.1. ················流程描述1032.3.39. ················会员生日查询1062.3.39.1. ················流程描述1062.3.40. ················期满客户查询1072.3.40.1. ················流程描述1072.3.41. ···········各地区客户数量报表统计1082.3.41.1. ················流程描述1082.3.42. ·············各地区业务情况统计1082.3.42.1. ················流程描述1082.3.43. ··············各类客户情况统计1092.3.43.1. ················流程描述1092.3.44. ·············各险种客户情况统计1102.3.44.1. ················流程描述1102.3.45. ···········分年度投保客户情况统计1102.3.45.1. ················流程描述1102.3.46. ············失效保单客户情况统计1112.3.46.1. ················流程描述1112.3.47. ············复效保单客户情况统计1112.3.47.1. ················流程描述1112.3.48. ··············退保客户情况统计1122.3.48.1. ················流程描述1122.3.49. ··············保单续期收费统计1122.3.49.1. ················流程描述1122.3.50. ············客户级不变动情况统计1132.3.50.1. ················流程描述1132.3.51. ············VIP服务项目成本统计1142.3.51.1. ················流程描述1142.3.52. ··············VIP服务成本统计1142.3.52.1. ················流程描述1142.3.53. ············各类客户职业分布统计1152.3.53.1. ················流程描述1152.3.54. ············各类客户年龄分布统计1152.3.54.1. ················流程描述1152.3.55. ············各类客户性不分布统计1162.3.55.1. ················流程描述1162.3.56. ··········各类客户文化程度分布统计1162.3.56.1. ················流程描述1162.3.57. ············各类客户收入分布统计1172.3.57.1. ················流程描述1172.3.58. ············各类客户爱好分布统计1182.3.58.1. ················流程描述1182.3.59. ············可能晋升会员情况统计1182.3.59.1. ················流程描述1182.3.60. ············降级提醒会员情况统计1192.3.60.1. ················流程描述1192.3.61. ···········各渠道分类客户数量统计1192.3.61.1. ················流程描述1192.3.62. ·············各地区客户类不信息1202.3.62.1. ················流程描述1202.3.63. ············18岁以下被保险人信息1202.3.63.1. ················流程描述1202.3.64. ············再次购买保险客户情况1212.3.64.1. ················流程描述1212.3.65. ·············各险种客户交费情况1222.3.65.1. ················流程描述1222.3.66. ···········各险种客户年龄分布情况1222.3.66.1. ················流程描述1222.3.67. ················客户构成分析1232.3.67.1. ················流程描述1232.3.68. ··············客户升/降级分析1252.3.68.1. ················流程描述1252.3.69. ··············客户服务成本分析1272.3.69.1. ················流程描述1272.3.70. ············VIP客户流失统计分析1292.3.70.1. ················流程描述1292.3.71. ················上传文件治理1302.3.71.1. ··············WEB流程描述1302.3.71.2. ··············处理流程描述1312.3.72. ················下载文件治理1312.3.72.1. ··············WEB流程描述1312.3.72.2. ··············处理流程描述1323.总体设计 (132)3.1.处理流程 (132)3.1.1. ·············WEB系统治理用例图1323.1.2. ·············WEB数据分析用例图1333.1.3. ············WEB会员卡治理用例图1333.1.4. ········WEB客户差不多信息治理用例图1343.1.5. ···········WEB VIP服务治理用例图1343.1.6. ············· WEB 综合查询用例图1353.1.7. ············· WEB 报表查询用例图1363.1.8. ············· WEB 文件治理用例图1363.1.9. ···············数据抽取时序图1373.1.10. ···············数据导入时序图1393.1.11. ···············数据检查时序图1403.1.12. ···············积分计算时序图1403.1.13. ···············级不处理时序图1423.1.14. ···············报表统计时序图1443.1.15. ·············WEB设定/登记时序图1443.1.16. ·············WEB查询/修改时序图1453.2.总体结构及各模块设计 (146)3.3.功能分配 (147)4.接口设计 (148)4.1.W EB界面 (148)4.2.软件接口 (148)4.3.硬件接口 (148)4.4.与业务系统接口 (149)4.5.与ODS接口 (149)5.运行设计 (149)5.1.运行模块的组合 (149)5.2.运行操纵 (149)5.3.运行时刻 (149)6.错误处理设计 (150)7.维护设计 (150)1.引言1.1.编写目的在完成了软件系统的可行性研究和需求分析的基础上,为了明确软件需求、安排项目规划与进度、组织软件开发与测试，项目小组在考虑了几种可能的解决方案，并与技术人员进了较为深入的探讨和分析之后，提出这份概要设计讲明书。