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Design and Implementation of a Data Warehouse for Banking CRM System

Author: FangGuoSheng
Tutor: ZuoYouTian
School: East China Normal University
Course: Software Engineering
Keywords: Bank Customer Relationship Management Data warehouse
CLC: TP311.13
Type: Master's thesis
Year: 2008
Downloads: 218
Quote: 0
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Abstract


In recent years , domestic and foreign enterprises have carried out the construction of the customer relationship management systems (CRM, CustomerRelationship Management) , and impressive effect . Bank in a national dataset , in order to solve the traditional customer information dispersed financial enterprises competition , target customers is difficult to identify customer management , according to the 80-20 principle to strengthen the analysis , identification and management of high-end customers to create profits , and decided to research and development of the CRM system and data warehouse . First , through the key technology of the Banking CRM data warehouse , mainstream solutions , the model and the development and application of the process to create a data warehouse carry out a detailed analysis and elaboration , and on which data extraction, transformation , and loading (ETL) process and data cleaning and other key technology for the specific application of the practice of . Secondly, on the CRM system functional requirements and data needs of users at all levels , especially the range of data required by the data warehouse , CRM system functional modules , as well as evaluating clients a variety of indicators in detail the needs of research and analysis ; further to complete the design of the overall framework of the data warehouse , the conceptual model , logical model , dimensional model , and key facts table design example. The paper also raises the concept of Enterprise Group customers of the bank customer relationship management system , and its index design , improve banking client management system . While the general program designed to achieve the bank data ETL processing flow chart and the equity holders of the relationship between corporate customers of the Group classified process , display OLAP data warehouse relational online analytical data warehouse - based CRM solution the plight of the management of the bank customers , satisfy customer needs , improve the competitiveness of banks . Finally, this paper discusses the prospects and outlook for the future practical application of data warehouse applications . Practice through the CRM system data warehouse application development process , analyze , organize and summarize its development process , methods, techniques and means of achieving strong reference similar data warehouse application development , analytical CRM system introduced for banks building a data warehouse to provide a reference .

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CLC: > Industrial Technology > Automation technology,computer technology > Computing technology,computer technology > Computer software > Program design,software engineering > Programming > Database theory and systems
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