Service oriented architecture for financial customer relationship management

  • Authors:
  • Wen-Chih Tsai;An-Pin Chen

  • Affiliations:
  • National Chiao Tung University;National Chiao Tung University

  • Venue:
  • Proceedings of the second international conference on Distributed event-based systems
  • Year:
  • 2008

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Abstract

For the Financial Customer Relationship Management (FCRM) optimization purpose, all investment institutes try to implement and integrated multi-dimensional financial index sensor for their customer. By continually integrating and sharing heterology information, investments can improve its efficiency and quality of server. Originally, the intelligent agent can customized the different interfaces to reach the integration requirement. Nowadays, Service-Oriented Architecture is an emerging architecture for system and process integration. This paper purposed a service oriented architecture for asset management consultant system which supports the distributed problem solving in financial domain. Through service wrapping and service composition technologies, the financial decision support of one purchase can be analyzed by integrating different financial index information services, including stock analysis service, bonds analysis service, futures analysis service and, funds analysis service. Furthermore, risk analysis service can composed to adjust invest suggestions by customer oriented.