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人寿保险销售决策支持系统的设计与实现.doc

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上海大学 硕士学位论文 人寿保险销售决策支持系统的设计与实现 姓名：张胤杰 申请学位级别：硕士 专业：软件工程 指导教师：辛明军 20090501A flR14fl‘SMê ‘Eat‘fl*Y‘#tIW:)4 ans  ‘If ‘ flflflrj E nn‘ flJ 1tflLW‘fliflUflfl °nnimn‘-n WnneYac‘t 3•1 :I9Jffl °41LkflflêWflflYMfl 1’#flfl* ‘4tW4Y±flZ*‘Tfl1* °*fl(IItfl WflX4f °fl7fifl‘Wfl* ny‘gnww ‘êY‘WYIrIi ‘flJ H—WWWHM 01T‘t4+flItfl .tiifl±*(tilt ABSTRACT Informationtechnologyisregardedasthelifelineofthefinancialindustry,overthepast10years,inChina,theinformationtechnologyofinsuranceindustryhasbeenintheacceleration.Thelargeinsurancecompanies,suchasthePeople’sInsuranceCompanyofChina,theLifeInsuranceCompanyofChina,thePingAnInsuranceCompanyofChina,andthenewsmallandmediuminsurancecompaniessparenoeffortininformationtechnology.Frombusinessdatatoknowledge-basedtechnology,thedevelopmentofdecisionsupportsystemthatbasedondatamininganddatawarehouse,inthenextfewyears,willbesoughtafterbyinsurancecompanies. Thisarticlefocusedonthedesignandimplementationofdecisionsupportsysteminlifeinsurancesales,andtheresearchofdecisionsupportsystemtechnology.BasedontheanalysisofdevelopmentstatusquoandtrendsofinsuranceindustryinformationtechnologyinChina,inthispaper,itputsforwardtheoveralldesignandimplementationofdecisionsupportsysteminlifeinsurancesales,thenthefamilyplansystemisintroducedasanexampleofdecisionsupportsysteminlifeinsurancesales. Inthispaper,themainresearchandinnovationsummarizedasfollows: 1.BasedonthecurrentLifeinsurancebusinesssystem,itmakestheoveralldesignoflifedecisionsupportsysteminlifeinsurancesales,anditproposesthesystemframework. 2.Accordingtothesystemframework,itputsforwardthedesignandimplementationoftheonlineanalyticalprocessingsystem,customerrelationshipmanagementsystemandsalesmanagementsystem. 3. ThecustomerserviceandsupportfunctionsofCustomerrelationship managementsystemisachievedasystemasthefamilyplansystem,throughthissystem,customerscanmakedecisiontobuyproducts. Keywords: decisionsupport, lifeinsurance, model, sales,familyplansystem VI Z}F4T II