Integration of financial operation and maintenance, visualization of asset data

Foreword

At this stage, with the continuous expansion of the number of branches of major enterprises, the management system has gradually become multi-layered and diversified, which means that the centralized management and unified scheduling of its financial assets has become more difficult.

Use Hightopo product HT for Web (hereinafter referred to as HT) to realize the big screen of financial asset data visualization. In addition to having rich data visualization components, it can also take advantage of the combination of 2D and 3D to present financial asset data in multiple dimensions. Provide enterprise managers with timely, concise, intuitive, and high-tech asset operation data, allowing managers to save time, effort, and efficient control in enterprise asset management.

effect display

The asset panoramic view is a three-dimensional panoramic display that uses Hightopo's sphere model and geographic global map to achieve. The location of coordinate points can be automatically generated by accessing the latitude and longitude information of each branch company, which visually shows the distribution of branches in various places. Although HT also supports WebGIS related functions, in this scenario, a more convenient trigonometric function can be used to perform spherical coordinate calculations to achieve positioning purposes. Compared with WebGIS, this method is lighter and easier to use. It can be realized only by HT basic graphic elements, without special map service support, and it is lighter in weight and also reduces the investment cost and cycle.

The interface adopts HT's unique design, and uses the HT responsive layout for division and typesetting, which can take into account screens of various scales. When the picture is infinitely zoomed in and out, it can still maintain consistent accuracy, perfecting cross-platform operation.

The content on both sides of the homepage is based on the corporate asset profile, displaying key corporate indicators, such as the overall collection rate, capital amount, account structure, network access rate, asset financial trend and other multiple asset monitoring.

System Analysis

Financial Asset Management Visualization

The purpose of financial asset management based on a visual perspective is to highly centralize information about production, supply, sales, and people, materials, and finances. The screen displays the location, total capital, operating amount, available reserves, number of companies, etc. of each branch of the company, and chooses to take the form of world map and China map as the main body to display the company’s business development in various countries in a comprehensive manner. Demonstrate the forward-looking deployment of enterprises in China and the world.

payment monitoring visualization

In the past few decades, the capital management system has focused on controllability, and managed payment categories through a series of cumbersome processes and approvals. The visualization of payment category management takes the capital flow as the main line. Through the information marks on the map, the amount and total amount paid by each company are calculated, and the existing business projects of the company (construction schedule nodes, financing plans, employee salaries, etc.) Changes in the amount of capital flow and payment volume statistics are presented in an integrated manner.

From vertical totalization to flat totalization, early warning is given to branches with funding gaps. It not only facilitates the retrospective inquiry of the cause of the problem, but also improves the predictability of the manager and reduces the payment risk of the enterprise.

Asset Budget Visualization

Use multiple visualization effects such as HT scatter chart, histogram, pie chart, etc. to present the implementation of the capital budget of each branch of the company and the statistics of the amount of revenue and expenditure.

Data visualization is used to supervise and urge all departments to make planned fund payments, improve the level of enterprise refined management, increase the analysis and prediction of payment risks, and efficiently make decisions about the rationality of fund output, fundamentally break information barriers, and prevent the ineffective loss of assets.

Electronic Account Management Visualization

Use HT's rich charts and animation effects to explain electronic account data in different dimensions, and rationally integrate the total number of electronic account statistics, network access rates, and branch expenses of each bank. Streamlined data makes it easier for financial personnel to query and manage company accounts.

Panoramic view of deposit business

The scale trend of corporate deposits can be analyzed from the six dimensions of daily balance, annual average assets, monthly and daily averages, discounts, self-operated loans, and entrusted loans. Click the corresponding interactive position of the information to pop up the corresponding detailed indicators. And cooperate with various indicators of inflow and outflow, such as capital investment, income, return, etc., to make accurate assessment and ranking based on investment deposits to improve the return on corporate funds.

Credit asset visualization

Credit management is a comprehensive and serialized work. HT visual monitoring can generate a business structure trend chart based on self-loan amount, entrusted loan amount, and discount statistics. It is accumulated monthly, occurred in the current month, averaged daily in the current month, and averaged in the current year. The daily average data information is clear at a glance.

While ensuring that the company implements a review system for major investments, credit guarantee projects, and uses of branches, it can also prevent losses caused by blind investment or guarantee errors.

risk indicator

For the risk link, the visualization system can conduct centralized early warning and alarm monitoring based on standard values and set thresholds, identify multiple key indicators such as corporate non-performing asset ratios, guarantee ratios, and liquidity ratios, and provide assets in a timely manner for abnormal information and illegal operations Risk report. Strengthen risk prediction, prevention and control capabilities, and effectively help companies find, handle, and control capital risk points early.

Asset

Unified management and control of the uncollected funds, collected funds, available reserves, and operating funds of each subsidiary, combined with real-time data, quickly calculates the daily and monthly collection rates, click the corresponding position in the report, and the corresponding pop-up will appear Thematic board. The visualization of asset collection has the advantage of centralized deployment, which can effectively collect funds, reduce the precipitation of the group's funds, and balance the group's funding needs.

The purpose of the large screen of corporate financial assets is to deep-process a large number of existing financial data of the company, and obtain the trend of developments through a series of data analysis. A more comprehensive, standardized, and smarter way to help managers understand the core data in a short time.

summary

Visualization is an effective means of transmitting information. HT supports the fusion and display of various data in 2D and 3D. In addition to supporting basic three-dimensional graphic display, it can also display the content of models and BIM files. It can also be combined with WebGIS to bring more concrete data presentation.

Tupu Software has accumulated a lot of experience in implementing visualization projects in various industries for many years. It has continuously accumulated and improved products in specific businesses such as smart energy, smart computer room, smart water, smart grid, and smart city, and strives to create independent and controllable Web visualization Engine tools.