搜索
Mobile설계사영업지원시스템()2목차CONTENTSⅠ.개요Ⅱ.구성Ⅲ.특징Ⅳ.도입일정,비용및효과Ⅴ.PDA화면(금호생명)Ⅵ.시스템모니터링결과Ⅶ.제안회사및상품소개Ⅷ.맺은말첨부1–단말기(PDA)사양첨부2–상담문의처□란?MoinMobile–LifeplannerPointOfSale의약어로서보험사Mobile영업지원시스템이며당사의등록상표임.3개요□도입배경□업계현황(생명보험/화재)□처리업무범위□도입목표Ⅰ.개요4금융업종의겸업화및제휴치열종신보험및선진상품의Infra취약저차원저능률자의높은점유율선진판매Tool의개발및보급취약고속통신가능한무선네트워크출현•성장지향을통한시장점유율확대•고객정보에대한조회및가입설계로대고객신뢰도향상•통합고객정보및영업정보강화로고객서비스증대•설계사의생산성향상•서비스차별화를통한고객충성도증대•업무효율성및수익성제고•전산비용의효율적투자를통한정보경쟁력재고영업환경변화반영당면문제해결정보인프라의적극적활용정보가치의자산화대내.외적환경요인안정적서비스가능한무선인프라특화된모바일Device출현BestFinancialConsulting&ServiceCompany정보기술환경변화효율적모바일영업지원시스템을구축하여선진화된판매Tool을보급하고업무프로세스의질적향상을도모하는것은물론고객정보의적시제공,대고객신뢰도향상등차별화된서비스를제공함으로써21세기선진금융컨설팅및서비스회사로도약하기위한인프라구현에있습니다.◈도입배경Ⅰ.개요5Package의범위는Mobile시스템공급과서버시스템구축(Legacy기능추가/보완)입니다.세부기능•모바일단말기시스템공급(모바일설계사영업지원)•Legacy기능추가및보완(재정설계/종신상품적용및고객DB수정에따른프로그램보완)•Fax&E-Mail전송시스템공급(재정설계서/가입설계서를Fax/Mail로자료를전송하는시스템)으로이루어져있으며•DBSyncSolution제공(단말기DB와LEGACY시스템DB간의데이터동기화)을사용합니다.DataBaseSyncSolutionBusinessLogic설계사영업지원시스템•고객관리•기계약관리•회사소개/상품소개•대출안내•접근자료/친숙자료•재정설계/종신설계•상품설계/보험료조회•설계사부문MobileService(PDA)서버시스템Fax전송DataBaseSyncSolution•고객관리수정및보완•재정설계기능추가•종신설계기능추가•재정설계서편집및발송•가입설계서편집및발송Sync◈처리업무범위Ⅰ.개요61)대고객서비스혁신(정확/신속정보)•정보통신매체를통한고객과의RealTimeInterface•PDA기기를이용하여고객과의친숙한대화•신뢰감을형성하여기업이미지제고2)업무생산성향상•무선통신을통한현장업무처리의즉시화•현장에서원활정보처리를영업활동의Speed화•제반영역정보제공으로업무유연성확보3)영업경쟁력우위확보•최첨단기기를통한영업활동지원시스템구축•신뢰도및이미지개선확보•신상품개발시신속한전달체계확립◈도입목표선진모바일영업지원시스템구축Ⅰ.개요7구성□운영구성도(H/W),(S/W)□MobileSync구성도□Data흐름도Ⅱ.구성8SwitchingHUBDBServerM-Server&FaxServerFirewall전용선(512)무선통신사업자IWFG/W지점본사영업지원서버가입설계서Fax&E-Mail수신PSTNMobile-ServerAPServer영업현장전용선MailServerISP◈운영구성도H/W구성도Ⅱ.구성9ODBC/SP영업지원Server(1)(2)(4)(3)MobileServer비즈니스로직MobileDB(Ultralite)EmbeddedVC++TCP/IPDeviceGatewayAdministrationContentsDeliveryMessagingDataSyncPDAWindowsCE3.0EnterpriseIntegSybaseMobilinkVisualBasic/VC++TCP/IPMobileServerWindows2000S/W구성도Ⅱ.구성10AdminToolSybaseMobilinklogMobileDeviceApplicationApplicationApplicationClientSyncAPISybaseUltraliteUserTableSyncServerSystemTablesUserTablelogloglogMainDatabaseSyncProcessingEngineLogManagerODBCClientConnectionModuleODBCLogViewerSystemtableManager무선구간◈MobileSync구성도Ⅱ.구성11MobileServerPDA무선통신사업자011016017018019영업지원/경영지원무선통신DB통신SyncModule통신요청결과DB서버통신StoredProcedure정보조회가입설계DBTCP/IPTCP/IPTCP/IP신규기존전용선Clientor지역서버PDADB서버통신ApplicationSyncDB통신ApplicationSyncDBLANCradle통신StoredProcedure정보조회가입설계DB신규기존TCP/IP전용선무선통신유선통신TempDBorFile◈Data흐름도Ⅱ.구성12특징□On/OffLine겸용시스템□주요이슈를해결한시스템□MobileSystem의특성을고려한설계□MobileDataBase의활용□Fax/e-MailService□보험사Mobile영업지원시스템공급사례비교Ⅲ.특징13유선네트워크의확장가능성과WirelessAccess뿐만아니라오프라인동기화(WiredSync)및온라인동기화(WirelessSync)등다양한접근방식을포함합니다.WirelessStandAloneSybaseUltralite기간DBMSInternet/전용망MobilinkServer무선NotesMailCalendarDirectory유선모바일시스템◈On/Off-Line겸용시스템Ⅲ.특징14기존시스템을최대한활용(MobileService부가에따른시스템의중복구성을피하여개발및유지보수비용과다방지)MobileInternet의현재최대속도56Kbps를감안한시스템(속도의한계가있으며,속도개선을위한Infra확충에도시간이소요됨)통신사용료의과다로인한사용자의부담가중(C/S시스템권장)기업정보의보안유지(모바일서버및DB채택)모바일정보관리및단말기관리방안(당사MMS옵션제공)시스템의단일화최적의응답속도비용의최소화철저한보안유지PDA단말기를이용한설계사영업지원시스템의성공적구축◈주요이슈를해결한시스템Ⅲ.특징15사용자의편리성제고:입력을최소화,Touch기능을통한가입설계효과적인유,무선설계:시스템장애에대한사용성고려트랙잭션프로세싱및동시성제어제공당사모바일원격제어솔루션(MMS)를통한효과적단말기관리안정적인보안설계다양한플랫폼설계커스터마이징이가능한유연한스트럭쳐기능Mobile영업지원서비스구성기간DB와모바일DB와의양방향동기화제공ODBC를통한기간DB와의연동TCP/IP,HTTP를통한모바일DB와의연동Script방식및Conduit방식지원무선전송을위한암호화방식지원편리한AdminTool제공DataBaseSync◈MobileSystem의특성을고려한설계Ⅲ.특징16구분내용DB모델관계형모델기간DB와의구조C/S제공형태Library(DLL)사용언어SQL,CAPISQL지원지원DB복구대책트랜잭션지원참조무결성지원다중TableJoin지원Table당Row/Index수제한없음/52Index방식T-Tree프로그래밍Tool지원VisualC++,VisualBasicMemoryfootprint50KB~500KB1.안정적인트랜잭션처리와높은Performance제공2.편리하고간편한개발환경제공3.기간DBMS와의탁월한호환능력4.작은코드Size로용량활용의극대화5.안정적인Sync서버(MobilinkSyncServer)탑재로데이터신뢰성보장6.MobilinkSync서버의빠른전송으로Cost절약및편리한AdminTool7.MobileDBMS솔루션(Ultralite)으로효과적인기술지원과유연한커스터마이징제공특징2.MobileDataBase활용◈MobileDataBase의활용Ⅲ.특징17업무기능업무흐름도(서버시스템)LegacySystem현장무선통신망무선통신망•상품설계•가입설계서•재정설계서발행요청시설계정보가입설계서편집,발행Transaction처리모듈가입설계요청가입설계요청가입설계서편집및발행가입설계서/재정설계서HTML로작성하여Fax및e-Mail송신가입/재정설계서송신상품별가입설계모듈DBSync:MobiLinkFaxNoorE-Mail◈Fax/e-MailService-온라인가입설계서/재정설계서발행Ⅲ.특징18Online상품설계종신상품설계로직화구현특징MobileC/S환경(Server로직별도구축)MobileC/S환경(Legacy연동)시스템구성CDBSybaseUltralite단말기DataBase고객관리,재정설계,상품설계등고객관리,재정설계,상품설계등적용업무범위AetherAIMSybaseMobillinkMobileSolutionSKT(IS-95C)KTF(IS-95C)무선통신망SamSung-NEXIOSamSung-NEXIO단말기2002년04월본서비스예정2002.04본서비스예정적용시기A생명B생명구분◈보험사Mobile영업지원시스템공급사례비교Ⅲ.특징19도입일정,비용및효과□도입일정□도입비용□기대효과(정성적분석),(정량적분석)Ⅳ.도입일정,비용및효과20M:MONTHLYM+0:계약월구분M+0M+1구분분석프로젝트계획수립요구사항정의프로세스모델링반영데이터모델링요구사항반영확인프로세스상세설계데이터상세설계요구사항반영확인적용프로그램수정테스트이행시스템설치및이행교육가동유지보수M+22002Ⅳ.도입일정,비용및효과◈도입일정21초기투자비접속건수비교상품추가및변경운영요원2명설계사구매Option비고30월간통신사용800PDA구입비설계사인당투자비340,000300,000260,080보험사투자비용1,788,0001,043,000299,490합계(구축비+운영비):연간648,000343,00038,610운영비(연간)300/3,600300/3,600300/3,600전용선사용료(월/연간)30,000/360,00015,000/180,00030/360통신사용료(월/연간)20,00020,00020,000서비스유지보수14,40014,40014,400시스템운영250,000125,000250교육지원운영비(연간)1,140,000700,000260,880시스템구축비합계800,000400,000800PDA구입150,000150,000150,000응용프로그램개발80,00040,00080S/W구입100,000100,000100,000H/W(MobileServer)10,00010,00010,000Consulting시스템구축비1000명500명1명모바일시스템사용인원규모구분단위:천원*Fax&E-Mail서버구입비는별