摘 要

随着中国改革开放步伐的加快和沿海地区经济建设同世界先进地区接轨,理财的概念逐渐渗入我国。个人理财,是在对个人收入、资产、负债等数据进行分析整理的基础上,根据个人对风险的偏好和承受能力,结合预定目标运用诸如储蓄、保险、证券、外汇、收藏、住房投资等多种手段管理资产和负债,合理安排资金,从而在各个人风险可以接受范围内实现资产增值的最大化的过程。市场上大部分理财软件都是基于ERP模型而建立的软件形式,它们主要通过数据库和网络的形式来在线进行数据传递和运输,java技术成为市场上的主流技术。

借助对Oracle等公司的管理系统学习借鉴,从用户的实际功能出发,在保证核心业务的同时,尽可能多的添加附加功能,尽可能打造一个免费,简单,使用,满足家庭和个人理财需求的业务软件。论文通过对使用的技术介绍,系统可行性分析,功能的设计和数据库的设计与实现等几个方面详尽的阐述了本系统的开发与实现流程,利用SQL Server数据库与.NET结合的技术实现了预先的功能安排,同时也走访了一些银行工作人员和现实中的储户和一些大型客户,对于金融行业的需求和系统的前期不足做出了翔实的改进。同时优化了现有的算法,利用了数学上有关统计分析的理论,极大的提升了整个数据库和服务器端软件的运行速度和运行效率。完成了具体的工作内容有,.NET相关技术原理与应用,包括宿主技术和中间语言在编译上对程序运行速度的提升;数据库多样性模式的介绍和特征分析;设计数据库模型并通过表间关系构造了一个关系数据库。并且成功的构建出了合适中小型企业使用的系统,完成了目标。

通过对一个开放的C#构建的银行个人理财系统进行搭建,对其数据库的构建,整体工作流程,模块化设计思路进行了详尽的描述,呈现出一个完善的结构和稳定的系统。

关键词:金融信息, .NET,数据库模式, 财务管理, 借贷融资

 

 

 

Abstract

With the accelerated pace of China’s reform and opening up and economic construction, coastal areas with the advanced world standards, the concept of financial management gradually infiltrated our country. Personal finance, is the basis of personal income, assets, liabilities and other data were analyzed on finishing, according to personal preferences and risk tolerance, such as binding to a predetermined target use more savings, insurance, securities, foreign exchange, collection, housing investment Species means of managing assets and liabilities, reasonable arrangements for funding, thereby maximizing each individual risk is acceptable within the scope of the process of realization of capital gains.  Most of the software in the form of financial management software on the market are based on established ERP model, which are mainly in the form of databases and networks to online data transfer and transport, java technology to become mainstream technology in the market.

Oracle and other aid to the company’s management system to learn from, starting from the actual function of the user, while ensuring the core business, as much as possible to add additional functionality, as far as possible to build a free, simple to use, meet family and personal financial needs business software.The development of technology, more and more applications, and the company began to focus on the use of this technology in the form of a container model.Thesis several aspects of the use of technology introduction, the system feasibility analysis, design and implementation of features such as database design and detailed exposition of the development and implementation process of the system, the use of SQL Server database and .NET technology to achieve a combination of pre-function arrangements, but also visited a number of bank staff and the reality of depositors and some large customers, the demand for pre-financial sectors and systems deficiencies made detailed improvements. While optimizing existing algorithm, using the mathematical theory of statistical analysis, greatly enhance the speed and efficiency of the whole database and server-side software.The specific content of the work done there, .NET principle and application of relevant technologies, including a host of technology and intermediate language program running speed increase on the compilation; presentation and signature database diversity mode analysis; design of the database model and through relationships between tables construct a relational database. And we successfully constructed a system for small and medium enterprises to use to complete the goal.

The article describes an open bank personal finance system C # to build, and build its database, the overall workflow, the modular design concept for a detailed description, showing a well-structured and stable system.

Key words:Financial information, .NET, database schema, personal finance, business implementation

 

 

 

摘 要…………………………………….. I

Abstract………………………………….. II

1 绪论

1.1  背景介绍及意义………………………… (1)

1.2  研究现状……………………………… (2)

1.3  本文的主要工作………………………… (4)

2 相关技术介绍

2.1  .Net技术…………………………….. (5)

2.2  中间语言和JIT编译器……………………. (8)

2.3  C#宿主技术……………………………. (9)

2.4  SQL Server 2000………………………. (11)

2.5  数据库设计范式……………………….. (13)

2.6  数据库发展…………………………… (15)

2.7  本章小结…………………………….. (15)

3 理财管理系统需求分析

3.1  可行性分析…………………………… (16)

3.2  功能需求分析…………………………. (17)

3.3  性能需求…………………………….. (19)

3.4  本章小结…………………………….. (20)

4 理财管理系统设计

4.1  项目总体分析…………………………. (21)

4.2  功能模块设计…………………………. (22)

4.3  数据库设计…………………………… (26)

4.4  本章小结…………………………….. (28)

5 系统实现

5.1  日常收支记账管理……………………… (29)

5.2  银行储蓄管理…………………………. (31)

5.3  借贷管理…………………………….. (31)

5.4  理财分析…………………………….. (32)

5.5  系统测试…………………………….. (33)

5.6  本章小结…………………………….. (35)

6 总结与展望

6.1  系统总结…………………………….. (36)

6.2  系统展望…………………………….. (37)

致谢…………………………………… (38)

参考文献……………………………….. (39)

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