Product overview
Along with the computer increasingly extensive usage in bank office
management, the office software is no longer as individual office
tool. It is necessary to establish a set of office automation (OA)
management system on the basis of bank current office application
and business regulation, combined with daily office and individual
business process.
Bank office automation system is customized for commercial bank.
Compared with traditional working style, OA realizes true paperless
offices and it is flexible, convenient and quick to use; it is of
rigorous system security control to ensure the long term operation
of system safety and stability; it covers comprehensive contents of
office daily work and office administration. Besides it is easy to
inquiry, and provides visual public information; meanwhile this
system conforms to the bank institutions characteristic for its
convenient use.
Figure 1：Location and flow control in document treatment
Functions:
Secretary management
It includes send-receive management, send-paper type management,
seal management of certificates, paper printing room management,
inner bank notice, file management, information, bulletin, and
lend-read archives management etc.
Office daily work
It includes asking for leave, conference approval, requesting
instructions, report and work communication etc.
Administration management
It includes office supplies management, office equipment
management, house property management, vehicle management,
temporary employee management, personnel archives management and
expense management etc.
Public information
It includes bank introduction, bank institutions, bank leaders,
common telephone number, regulations, international telephone code,
domestic area postcode, train time table, flight time table,
financial industry information and electronic bulletin etc.
Individual business
It includes individual mail, schedule, matters needs to be settled,
name card holder and individual archives etc.
System maintenance
It includes menu setting, personnel setting, institution setting,
department setting, role setting, post setting, workflow setting
and file type setting etc.
Privilege control
The system applies multi-level privilege control such as
institution privilege, user privilege, operation privilege and
information visiting privilege etc., automatically record file
circulation process and user operation log, and it applies
automatic electronic signatures to strengthen control and clarify
responsibility.
Early-warning cue
In order to improve efficiency of office system, when the
user-demanding business happens, the system will give off cues and
carry out urgency process automatically according to the settings.
Leaving authorization
In order to decrease and avoid delay when leader or processing
employee is on leave or vacation so that is unable to operate
office work, the system sets leave register management and
temporary authorization.
Procedure establishment
It is defined as parameterized office procedure, and it can be
flexibly adjusted operation procedure if demanded.
Automatic signature and procedure record
The system applies automatic electronic signature, automatically
sign for the user according to post and name, and combine
handwritten signature to strengthen secrecy. Meanwhile, it can
automatically record working procedure information, and makes it
convenient for user to inquiry and also improve the safety of whole
system.
Figure 2: Document Attributes and characters
Characteristics:
Strong business comprehensibility
It fully covers various office businesses of bank, secretary
management, daily office work, administration management, public
information, individual business etc.
Flexible and easy to expand
The system applies parameterized thought of design, for instance,
workflow definition, which makes it more flexible and convenient
for system adjustment as well as expansion of office system in the
future.
Easy application and maintenance
The system applies browser/server (B/S)” module. User can use it
through browser on computer, and it is zero maintenance” at client
terminal. It extends new functions in time according to updating
computer technique and financial tools, with friendly interface and
unnecessary special operation training.
Security and reliability
It applies digital signature to ensure the completeness and
non-repudiation of important data; it provides with SSL, DES
encryption tech
