Reports are a basic tool for enterprise data analysis and management, especially for "big data players" such as banks and securities. There are a lot of demands and problems in the application of reports.
Take Xiamen Rural Commercial Bank as an example. Xiamen Rural Commercial Bank has many business systems, including one-card system, COMSTAR system, office automation system, data warehouse application system, auditing system and so on. There are also a lot of systems planned under the data warehouse, and a large number of reporting requirements are concentrated.
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One Card System
Xiamen traffic violation payment, water and electricity bill withholding, telephone bill withholding, salary payment, intra-city transactions and other special services.
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COMSTAR System
Platform transaction and management of financial transactions such as bonds, wealth management and inter-bank transactions.
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rear guard system
Through the scanning, identification and manual processing of business vouchers, the supervision of flow and the review of key transaction voucher boxes are completed; the verification system conducts secondary verification to standardize the behavior of tellers and prevent the occurrence of cases.
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office automation system
All staff document circulation, email, document sharing, process approval, information release, etc.
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Data warehouse application system
Data warehouse applications such as anti-money laundering reports, clerk-level performance assessment, expense reimbursement, and intelligent hall management systems.
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Audit audit system
Build a wealth of question entries and knowledge bases, and automatically generate audit reports; at the same time, several audit models are used to monitor compliance and alarm the business transactions of the entire bank.
Why choose FineReport
In order to realize the presentation of data and reduce the report development work of technicians, Xiamen Rural Commercial Bank has been looking for a light and convenient report software, and conducted a multi-directional comparison during model selection.
Taking into account the above factors, taking into account the cost of learning and development efficiency, Xiamen Rural Commercial Bank finally chose FineReport. FineReport is easy to use and does not require a lot of learning. Most report development can be completed by referring to the help documentation. In addition, most of the bank's reports are concentrated in various systems in the data warehouse, and FineReport can well connect with each system and open up the data.
Practical scene application
Combined with FineReport, Xiamen Rural Commercial Bank has created some applications to deal with various scenarios.
Scenario 1: Multi-role use of reports
For example, the head of a certain first-level bank is also the head of three second-level rows. He needs to check the deposit of each branch and the total amount of deposits in the first-level row. Then he has two roles, one is the row of the first-level row. Length, one is the line length of the second-level line, corresponding to different businesses, the data range he sees is different. In the original report development method, two different reports need to be developed separately. However, because they have similarities in the structure of the data, the final difference is that the role scope is different, so later pass the parameters through FineReport to determine whether the submitted demand is a first-level row or a second-level row, to display different fields, statistical data . The advantage is that you can use some clever functions to make adjustments on the same report without having to repeat the report.
Scenario 2: Dynamic Report
Banks conduct assessments on different sub-branches and employees every month or quarter, and the assessment content varies each month according to the actual situation. Therefore, it is necessary to automatically display data every month according to different assessment contents, which is the so-called dynamic report.
In this regard, FineReport can dynamically expand the page according to the final product base.
That is to say, as long as this report is completed, the assessment data of any month in the future can be displayed only by this report.
Scenario 3: Multi-level dynamic report
Dynamic reports can be linked to more detailed data, such as seeing the daily average size of deposits, and you need to click to see which data the account manager's deposits come from, which involves multi-layer display.
To achieve such a requirement, there is a premise that the columns of the main report and the subsequent reports must have certain regularity in the database , that is, there must be associated fields between the tables.
In the past, there were 20 or 30 reports behind such a report, but now there are only three reports using the dynamic expansion function.
Future plan
Plan 1: Using BI to build an intelligent data platform
Due to the huge amount of data in the banking industry, a lot of data needs to be sorted out from the bottom by professional personnel. Therefore, in the future, I hope to use BI to build an intelligent data platform, so that salesmen can do intelligence in a simple drag-and-drop method according to their own needs. Reports allow technicians to focus on sorting out the underlying data.
Plan two:
Build a three-dimensional application platform integrating computer, tablet and smart phone to improve the office efficiency and informatization level of the whole bank.
Reports are a basic tool for enterprise data analysis and management, especially for "big data players" such as banks and securities. There are a lot of demands and problems in the application of reports. Take Xiamen Rural Commercial Bank as an example. Xiamen Rural Commercial Bank has many business systems, including one-card system, COMSTAR system, office automation system, data warehouse application system, auditing system and so on. There are also a lot of systems planned under the data warehouse, and a large number of reporting requirements are concentrated. One-card system Xiamen traffic violation payment, water and electricity bill withholding, telephone bill withholding, salary payment, intra-city transactions and other special services. COMSTAR System