新一代信息系统建设项目业务需求方案多法人架构支持2015年12月新一代信息系统建设项目—业务需求方案修订记录序号修订内容修订日期修订人1编写初稿2015-12-08孔傲然23456788910保密I新一代信息系统建设项目—业务需求方案目录1概述...........................................................................11.1文档目的...................................................................11.2内容简介...................................................................11.3参考资料...................................................................12业务概述.......................................................................22.1业务范围...................................................................22.2业务目标和关键点...........................................................23目标业务能力框架...............................................................54业务功能需求...................................................................64.1渠道管理...................................................................64.1.1渠道规划............................................................64.1.2产品部署............................................................64.1.3业务控制............................................................64.1.4限额管理............................................................74.2客户营销与销售.............................................................74.2.1营销策略............................................................74.2.2营销流程............................................................84.2.3营销规则............................................................84.2.4营销监控和统计......................................................84.3服务管理...................................................................94.3.1服务配置............................................................94.3.2服务调度............................................................94.3.3服务组装............................................................94.4机构管理..................................................................104.4.1法人属性定义.......................................................104.4.2法人间关系定义.....................................................104.4.3机构设置...........................................................104.4.4机构关系管理.......................................................114.5客户信息管理..............................................................114.5.1客户号编码.........................................................114.5.2客户基本信息维护...................................................124.5.3客户补充信息维护...................................................124.5.4客户签约...........................................................124.5.5客户关系维护.......................................................134.5.6客户信息关联应用...................................................13保密II新一代信息系统建设项目—业务需求方案4.5.7客户信息分享管理...................................................144.5.8客户信息查询与展现.................................................144.6产品管理..................................................................154.6.1产品定义...........................................................154.6.2产品维护...........................................................154.6.3产品服务..........................
