基于中台架构的投资管理数据分析系统设计与实现

Design and Implementation of Investment Management Data Analysis System based on Middle Platform Architecture

针对数据分析在投资管理中的效率问题,提出并设计了一套完整高效的数据分析方法及系统。该系统采用数据中台的思想并结合BI前端工具进行数据处理和展示,不仅提取了主数据系统中的关键指标,还将多个原子指标转化为复杂度且综合性更高的衍生指标,挖掘数据背后的商机,让用户直观地看到不同维度下投资情况的对比结果,为企业制定投资蓝图提供参考。系统经过在线测试和试运行阶段后,已正式投入使用,并取得了良好的效果。

Aiming at the efficiency problem of data analysis in investment management,a complete and efficient data analysis method and system is put forward and designed.The system adopts the idea of data middle platform and BI front-end tools for data processing and display,and not only extracts the key indexes in the main data system,it also transforms the atomic index into a more complex and comprehensive derivative index,mining the business opportunities behind the data,allowing users to directly see the results of the comparison of investment in different dimensions,and providing a basis for enterprise strategic planning.After on-line test and trial run,the system has been put into use and achieved good results.