公司客户管理系统概要设计说明书
- 1、下载文档前请自行甄别文档内容的完整性，平台不提供额外的编辑、内容补充、找答案等附加服务。
- 2、"仅部分预览"的文档,不可在线预览部分如存在完整性等问题,可反馈申请退款(可完整预览的文档不适用该条件!)。
- 3、如文档侵犯您的权益，请联系客服反馈,我们会尽快为您处理(人工客服工作时间：9:00-18:30)。
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
29
2.3.1.1. ··············业务流程描述
29
2.3.1.2. ·················数据源
30
2.3.2. ··················数据导入
30
2.3.2.1. ··············业务流程描述
30
2.3.3. ··················数据检查
31
2.3.3.1. ··············业务流程描述
31
2.3.4. ··················积分计算
31
2.3.4.1. ··············业务流程描述
31
2.3.5. ··················级不处理
33
2.3.5.1. ··············业务流程描述
33
2.3.6. ··················报表统计
34
2.3.6.1. ··············业务流程描述
34
2.3.6.2. ················报表格式
34
2.3.7. ················治理平台登陆
45
2.3.8. ··················数据采集
45
2.3.8.1. ··············设定流程描述
45
2.3.8.2. ··············历史信息查询
46
2.3.8.3. ···········查询/修改流程描述
46
2.3.9. ··················积分方式
47
2.3.9.1. ··············设定流程描述
47
2.3.9.2. ···········查询/修改流程描述
48
2.3.10. ··················积分规则
49
2.3.10.1. ··············设定流程描述
49
2.3.10.2. ···········查询/修改流程描述
50
2.3.11. ··················积分重算
51
2.3.11.1. ················流程描述
51
2.3.12. ··················积分回滚
52
2.3.12.1. ················流程描述
52
2.3.13. ················增量积分重算
52
2.3.13.1. ················流程描述
52
2.3.14. ··················服务项目
53
2.3.14.1. ··············设定流程描述
53
2.3.14.2. ···········查询/修改流程描述
54
2.3.15. ··················会员级不
54
2.3.15.1. ··············设定流程描述
54
2.3.15.2. ···········查询/修改流程描述
55
2.3.16. ················会员享受服务
56
2.3.16.1. ··············设定流程描述
56
2.3.16.2. ···········查询/修改流程描述
57
2.3.17. ·················操作员治理
58
2.3.17.1. ··············登记流程描述
58
2.3.17.2. ·········查询/修改/赋权流程描述
59
2.3.17.3. ············密码修改流程描述
60
2.3.17.4. ············资料修改流程描述
61
2.3.18. ··················角色治理
61
2.3.18.1. ··············添加流程描述
61
2.3.18.2. ·········查询/修改/赋权流程描述
62
2.3.19. ·················会员卡入库
63
2.3.19.1. ··············入库流程描述
63
2.3.19.2. ···········查询/修改流程描述
63
2.3.20. ·················会员卡发放
64
2.3.20.1. ··············发放流程描述