摘 要
Oracle电子商务套件(Oracle E-Business Suite)是行业中第一个集成的基于互联网的商务应用套件,它将前台与后台运营中的关键业务流程自动化。Oracle电子商务套件涵盖了营销、销售、服务、合同、定单管理、产品设计、采购、供应链、制造、财务、项目、人力资源与专业服务自动化在内的企业中每一个领域的业务。
在中国保险行业迅速发展,行业竞争日趋激烈的大背景下,在全面分析保险行业和市场趋势,及中华联合财产保险股份有限公司(以下简称“中华保险”)现状的基础上,中华保险管理层明确公司的发展战略,向“专业集中”的运营模式转变,以有效提升核心竞争力;包括围绕保险行业价值链优化运营管理体系,加强财务管控,提升财务管理能力,加强IT建设和管理等一系列转型计划和措施。
本项目通过对中华保险公司新一代财务系统的部署与实施实现真正集中式的财务管理系统,实现业务与财务系统的高度集成,提供全面有效的成本控制,满足公司管理层及保险监管机构的财务报表要求和公司财务信息披露的要求,功能强大的财务分析与决策支持功能。同时也要满足今后不断发展和变化的要求。
本课题研究了中华保险公司新一代财务系统的部署与实施,重点介绍了中华保险的业务现状,业务蓝图的梳理和系统部署的相关步骤,详细记录了其财务财务管理体制改革及信息化建设的内容,希望能为其他大型保险公司财务信息化管理建设提供参考和借鉴。
关键词:Oracle EBS、财务管理、业务蓝图、系统实现
Oracle E-Business Suite is the first integrated Internet based business application suite in the industry that automate critical business processes in front and back office operations. Oracle E-Business Suite covers every field of business, including marketing, sales, services, contracts, order management, product design, procurement, supply chain, manufacturing, finance, projects and human resources.
In the context of the rapid development of the insurance industry in China and the increasingly fierce competition in the industry, on the basis of a comprehensive analysis of the insurance industry and market trends and the status quo of China Union Property Insurance Company Limited (hereinafter referred to as “China Insurance”), China Insurance Management clarify the company’s development strategy, to the “professional focus” mode of operation to effectively enhance the core competitiveness; including the insurance industry value chain optimization operation management system, strengthen financial control, enhance financial management capabilities, strengthen IT construction and management Series of transformation plans and measures.
The project will realize a truly centralized financial management system through the deployment and implementation of the new generation of financial systems of China Insurance Company to realize the high integration of business and financial system, provide comprehensive and effective cost control to meet the financial management of the company’s management and insurance Reporting requirements and corporate financial information disclosure requirements, powerful financial analysis and decision support functions. But also to meet the future development and changes in the requirements.
This paper studies the deployment and implementation of the new generation of financial systems of China Insurance Company, and introduces the current situation of China Insurance business, the combing of business blueprint and the related steps of system deployment, and records the financial financial management system reform and information construction Content, hoping to provide reference and reference for the construction of financial information management of other large insurance companies.
Keywords: Oracle EBS, Financial Management, Business Blueprint, System Implementation
目 录