小额贷款公司信贷管理系统操作规范手册

'小额贷款公司北京金名创业小额贷款公司信贷管理系统操作手册北京金名创业二零一一目录theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业系统概要5一、运行环境要求5二、页面概述：5三﹑系统登录：6操作手册8一、系统维护8（一）机构管理8（二）用户管理9（三）利率维护12（四）口令更改14（五）工作台维护14（六）客户维护151、客户注册维护152、客户权限转移163、客户合并184、客户托管移交18（七）系统参数维护21二、客户管理22（一）客户注册22（二）企业客户251、证件管理252、基本信息323、业务基本情况334、财务报表345、企业关联356、业务基本情况437、企业关联44（三）个人客户441、个人基本信息管理442、个人主要资产信息管理463、个人主要负债信息管理474、个人工作经历信息管理485、个人教育经历信息管理496、个人配偶信息管理507、居住情况信息管理518、个人社保信息管理529、个人保险信息管理5310、个人关联5411、机构借款5512、业务基本情况56（四）客户大事记57（五）客户关系树58三、信贷业务58（一）业务申请58（二）业务审批59theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（三）业务修改72（四）审批状态查询74（五）贷款总账75（六）贷款预警监控76（七）删除业务信息77（八）删除借据78（九）利率调整（无还款计划表/有还款计划表）78四、风险管理79（一）五级分类80（二）贷后管理81五、业务查询83业务审批查询83六、工作流维护83流程监控83七、贷款归还85（一）已经生成还款计划表，按流程还款。861、还款启动862、还款审批883、最终确认还款88（二）生成还款计划表，会计直接确认还款89（三）未生成还款计划的，会计进行还款90（四）、收取罚息金额91八、财务管理92（一）财务处理921、凭证录入922、凭证审核933、凭证记账944、凭证查询945、期末结账956、反结账967、资产负债表试算968、明细帐97（二）财务报表981、资产负债表982、损益表983、现金流量表994、总帐表1005、贷款明细帐101（三）财务系统维护1011、科目维护1012、会计期间维护1023、期初账务数据维护1034、现金流量初始数据1045、启用财务系统1056、会计科目升级105theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（一）现金日记账107（二）银行日记账107（三）现金盘点与对账108（四）银行存款对账108十、信贷报表109（一）统计分析1091、五级分类分析1092、机构贷款余额查询分析1103、个人贷款1124、机构贷款余额(本期)113（二）基础报表113（三）统计报表1141、人民币贷款固定利率水平表（可以设定贷款时间段进行查询）1142、行业五级分类统计表114（四）金融办报表1151、资金来源录入1152、机构情况录入1163、公司机构情况表公司1174、资金来源情况表1175、主要经营指标月报表1176、公司贷款业务状况表117theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业系统概要一、运行环境要求服务器配置：硬件配置：品牌台式机或服务器，2G内存或以上软件配置：JBOSS4.0,JDK1.4,SQLSERVER2000客户端配置：硬件配置：普通PC机(128M内存以上),分辨率在1024*768以上软件配置：windows2000专业版或以上，office2000，InternetExplorer6.0该信贷系统采用B/S架构，客户端可通过InternetExplorer浏览器直接访问信贷系统服务器。进入信贷系统，首先要输入事先设定好的操作员代码和口令。主界面主要分为两部分：1）树形功能菜单2）主要内容提示左侧显示的为树形功能菜单，包括客户管理、信贷业务、风险管理、资产管理、交流园地、系统维护、信贷报表、工作流等菜单。每一个菜单下都有多级嵌套的子菜单可以进行选择。右面工作栏根据操作员不同权限分为若干个工作台，主要为：1）贷款审批工作2）最近公告3）利息收入监控4）贷款逾期监控5）贷款发放监控6）贷款到期监控7）信用评级审批工作8）五级分类审批工作9）贷后管理审批工作10）业务调整审批工作。建立工作台步骤：进入“系统维护”——＞“工作台维护”——＞“我的工作台”，选定工作台名称，点击“保存”按钮，然后点击“退出”按钮即可完成。审批工作栏内显示需要审批的信贷业务；最近公告工作栏内显示近期下发的通知和有关注意事项；利息收入监控工作栏显示客户经理所管理客户未按时付息明细；贷款逾期监控工作栏显示客户经理所管理客户逾期明细；贷款到期监控工作栏内显示近期内到期的贷款、贴现和承兑汇票；贷款发放监控工作栏显示近期发放的贷款、票据业务；信用评级审批工作栏显示需要审批处理的客户信用评级工作；五级分类审批工作栏显示需要审批处理的客户五级分类工作；贷后管理审批工作栏显示需要审批处理的客户五级分类工作。以上工作台操作员可以点击各工作栏右下角的蓝色提示进入工作画面。二、页面概述：1．页面中，带*的选项为必填选项，其他选项可以根据情况由操作员选择是否填写（原则上要求全部填写），以便于系统根据相关字段进行统计。2．如果输入的是日期类型数据，则方式为“20050101”，如果输入的数据有误，则在页面的下方会出现红色或蓝色的提示信息。3．由于有些页面选项太多，所以系统页面提供了“全屏录入”的功能，以方便数据的录入。4．大部分页面采用左边区域为客户列表，右上区域为查询客户区，右中区域为功能区。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业5．操作顺序为选双击客户列表中的一个客户，再进行数据的录入。录入数据时，按Enter键可进入到下一个数据录入区。6．该系统如果10分钟内不进行操作，系统将自动关闭该用户数据库，自动弹出登录窗口，用户要重新进行重新登陆。三﹑系统登录：服务器启动后，在地址栏输入（或选择）相应的地址，即可打开以下页面，输入系统管理员分配的登录名和密码进行登录。登录失败，出现以下页面，请重新输入登录后和密码进行登录或联系系统管理员。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业登录成功后，即进入到主界面。左边区域显示的是功能菜单，右边区域分成若干工作栏（贷款和票据审批工作、贷款发放监控、贷款到期前监控、贷款逾期监控、利息收入监控、最近公告）。左边区域的功能菜单根据操作员角色和权限的不同，每个操作员看到的菜单不一样。主界面如下图：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业操作手册一、系统维护进入系统管理员角色，登陆方式：用户名：admin密码：admin主菜单中的“系统维护”选项（一）机构管理单击左边的“小额贷款公司”，右边表格点击下方的“新增”选项。点击后，在这里我们可以对公司内部机构信息进行维护。通常情况下，我们如果没有特殊要求，只修改一下机构名称就可以了。比如公司名称为：通辽市旺华小额贷款有限公司，点击修改后，我们在机构名称后面，就可以进行维护了。维护好后，点击“保存”theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业如果需要修改内容，同样是进入“机构管理”，点击左面的公司名称，右边表格出现相对应的公司内容信息后，点击选择下面的“修改”，进行修改，完后点击“保存”完成。（二）用户管理这个界面是新增系统角色，设定角色信息和角色权限的。如果我们要修改已经建立好的角色信息以及权限，同样也是在这里修改。点击“用户管理”，进入后，左边是公司的名称，单击公司名称后，如果以前我们在这个公司名下建立过角色，右边上方则会出现一个角色列表，如果没有建立过，那么只会有系统管理员（admin）这一个角色。角色一共分三大类：信贷员，信贷主管，会计。每类都可以建立多名，但最基本的是会计一个公司必须至少是两个，因为要牵扯到凭证的审核和记账。比如我们要新增加一个角色，首先点击选中左边的公司名称，然后点击右面表格最下方的“新增”。点击“新增”后，这是我们可以填写表格中的“中文名称”以及“证件号码”。注意身份证件号要正确，不然是无法通过效验的，填好后点击下方的“证件检验”。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业“证件检验”后，我们这时可以填写表格中的信息以及角色的权限了。这里注意的，先不要着急填写角色信息，我们要先对角色的权限进行设定。点击图片中的“工作角色”，会跳出一个窗口，选择好此角色相对应的角色权限。完成后，自动退出，表格的工作角色下方就会出现刚才所选择的角色权限了，如果需要继续给此角色增加权限，我们可以继续点击“工作角色”继续添加。但有一点要注意，一个角色下面不能同时有信贷员，信贷主管，会计，出纳等多个权限，需要建立多个角色，分别给予权限。在这里我们说的是会计角色是可以同时有会计，出纳，报表等多个角色的。这里分一下就明白了，信贷员就是“信贷员-小贷”角色信贷主管就是“信贷业务主管-小贷”角色会计需要两名，所给的角色是：“会计-小贷”“出纳-小贷”“报表-小贷”表格中上面没提到的其他选项，我们不要去选择。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业设定好角色的工作角色后，我们开始填写角色的信息。比如：登录名，登录密码：注意密码默认是：111111这里需要特别注意的是，客户权限这个选项，一定要注意，这里信贷员是选择“客户权限”。除了信贷员，其他信贷主管和会计，出纳统一都是“机构权限”。所以一定要留意。然后就是下面的发证机关，日期，地址，把带“*”的都填好后，点击最下方的“保存”完成。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业如果我们要修改已经建立好的角色，看右边上方的表格，鼠标双击选中该角色，下方表格中就会体现出该角色的信息，点击最下方的修改，就可以进行了。但人名和身份证件号是不能修改的。（三）利率维护进入“利率维护”，里面有“贷款利率维护”选项。在这里，我们可以根据国家的相关规定，在系统中，进行利率维护操作。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业我们可以点击最下方的“新增”。点击后，我们在表格中，我们可以根据国家的相关规定，填写相关信息。有一点要注意，保存好数据后，我们必须退出系统，关闭服务器，然后重启服务器，系统才能生效。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（四）口令更改“口令更改”主要作用是为当前此角色，进行登录密码的修改。修改完后点击保存。（五）工作台维护“工作台维护”点击进入后，有“我的工作台”，这里主要是方便操作人员在日常工作中，更加方便，更加直观的了解当前的业务信息，同时也起到“监控”“提醒”的重要作用。在需要选中的内容前面点击鼠标，勾中。可以同时进行多选，完成后点击“保存”，再点击一下“退出”。这样我们回到主页面后，我们就可以清楚地看到，显示出来的相关信息了。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（六）客户维护1、客户注册维护进入后，页面左方是客户姓名，页面上方是查询栏，我们可以通过选择“借款人”和“保证人”或者是输入具体的客户姓名，开进行查询，查询结果会出现在页面的左方。因为一个身份证件号只能在系统中输入一次，都是唯一的。这个版块主要作用是当公司遇到以前注册过的“借款人”，在新的业务中需要扮演“保证人”的身份，或者以前注册过的“保证人”，在新的业务中需要扮演“借款人”的身份。这时，如果我们不在这里进行身份变更，业务是无法进行下去的。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业双击左面要选择的人名，右面表格中会出现此人的信息内容，点击下方的“修改”。在“客户种类”一栏中进行修改。保存后完成。2、客户权限转移因为信贷员的权限是自己只能看到自己的客户，别人的客户是看不到的，信贷主管和会计是所有客户都可以看到的。比如我们要将信贷员A的客户信息转交或是共享给别的信贷员时，我们就进入这个版块。点击页面左边的“客户导入”theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业，会出现一个小窗口，这里选择在小贷系统里已经注册好的工作人员名称，点击名称后面的导入符号。这样，被选中的人员名称就出现在页面的左方了。同样，右边也一样点击“客户导入”进行操作。左方就是操作员A，右方就是操作员B。选择好两边的信贷员名称后，左面操作员A的下方就会自动出现操作员A的客户列表，我们可以在客户名称前进行勾中，也可以进行客户查询。选好后，页面中间的地方我们可以选择转移方式，有复制转移和剪切转移。选好后，点击“确认”，完成转移。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业3、客户合并此项小贷公司不要触及，盲目操作会导致影响数据。4、客户托管移交该模块的主要功能是把客户从一个信贷员移交给另一个信贷员。只能用信贷业务主管权限登录系统才有此功能。展开“客户管理”，进入“客户托管移交”；theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业点击客户导入按钮，选择要托管的信贷员。在左边页面选择被托管信贷员名下的客户，在右边窗口选择希望的操作。包括“临时托管”或“永久性转移”；注：若为“临时托管”则客户前的框变色表示被托管，若为“永久性转移”则客户从列表中删除。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业点击被托管客户那行的“查看历史信息”，可看到客户被托管的详细信息；左边窗口被托管客户前的选择框变为灰色，不可再次选择。若要解除托管，则在历史信息列表后点击“解除托管”；theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业注意：如果选择永久移交的话，两个信贷员都拥有对该客户的业务权限。（七）系统参数维护点击进入后，我们首先在第一行“业务类别”选择“业务类”，然后点击查询。下方会出现一个表格，主要用于修改“利息天数的计算方式”，“每月自动结息日”，“每月按实际天数计息还是按30日计息”以及会计科目字典的维护。如果需要修改，可双击表格中要修改的内容。在下方点击修改。修改完成后保存就好了。这个版块使用时，请慎用，会直接影响的信贷业务的计息方式。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业二、客户管理客户管理分为“客户注册管理”、“企业客户管理”和“个人客户管理”等。（一）客户注册客户分为个人客户，企业客户两种。个人客户：系统要求必须以15位或18位的身份证为唯一标识进行注册。不论输入的是15位或18位的身份证号，系统都进行校验，生成统一的18位的身份证号码。企业客户：系统要求必须以16位的贷款卡唯一标示进行注册。杜绝信贷业务无卡也可办理的现象。系统中一个客户只能注册一次，为客户注册的客户经理为该客户的主客户经理。这样实现了主办制度，避免了信贷员之间的无序竞争。1、查询客户注册信息：双击左边选定的客户列表中的某一个客户，显示所选客户注册所用的信息。2、在本系统中增加客户：本系统只有信贷员有客户注册的权限。用信贷员帐号登录系统。在左侧菜单栏中选择客户管理—客户注册项（鼠标左键点击）。进入客户注册页面。点击【新增】按钮，选择注册的客户类型。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业如果是企业客户，则要输入贷款卡卡号进行注册，且一个贷款卡号只能注册一次。如果是个人客户，则要输入居民身份证号进行注册，一个居民身份证只能注册一次。按【保存】键进行保存。按【退出】键回退到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业如果新注册的客户在系统中已经存在，就会弹出客户注册信息提示框，可以看到客户的名称、客户类型、证件号码等信息。客户注册完成。可以看到客户列表里出现新注册的客户名称。3、修改注册信息：信贷员可以修改属于自己的客户的注册信息。Ⅰ、双击左边选定的客户名称。Ⅱ、单击【修改】按钮。Ⅲ、修改后点击【保存】键保存即可。按【退出】键退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（二）企业客户1、证件管理该功能模块是为客户录入和查询相应的证件信息。主要录入企业的机构代码证、营业执照、事业单位法人证、贷款卡（查看）、外企证书、许可证、资质证、税务登记证、外汇登记证。点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。双击企业名称进入企业页面。1）、机构代码证管理：a)、点击页面头部的“机构代码证”选项；b)、双击要增加或修改机构代码证书的客户，在右边显示“机构代码证”信息。c)、如果选中的客户没有机构代码证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“机构代码证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“机构代码证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业2）营业执照管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。当前默认页面为“营业热照”页面。b)、双击左边的客户列表，在右边显示当前客户的“营业执照”信息。c)、如果当前客户无此信息，则在页面下显示【新增】按钮。则可点击【新增】按钮进行“营业执照”信息的录入。d)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“营业执照”信息的修改。e)、录入完成后，点击【退出】按键退回到主界面或点击其他证件标头进行其他证件的录入和修改。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业3）、事业单位法人证管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“事业单位法人证”表头，显示如下页面：c)、双击要增加或修改事业单位法人证的客户，在右边显示“事业单位法人证”信息。d)、如果选中的客户没有事业单位法人证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“事业单位法人证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮，可点击【修改】按钮进行“事业单位法人证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业4）、贷款卡管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“贷款卡”表头，显示如下页面：c)、双击要查看贷款卡信息的客户，在右边显示“贷款卡”信息。d)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。5）、外企证书管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“外企证书”表头，显示如下页面：c)、双击要增加或修改外企证书的客户，在右边显示“外企证书”信息。d)、如果选中的客户没有外企证书信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“外企证书”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“外企证书”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。6）、许可证管理：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“许可证”表头，显示如下页面：c)、双击要增加或修改许可证的客户，在右边显示“许可证”信息。d)、如果选中的客户没有许可证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“许可证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“许可证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。【注意事项】：许可证指的是客户生产经营特种行业的许可证，而不是客户的开户许可证。（学校、医院、收费公路、土地开发、烟草、食品、药品、食盐、煤矿、地质勘探、矿产开采、危险化学品、农药生产、林木种子生产、渔业、汽车客运、通用航空企业、港口、典当、旅行社、城市燃气和集中供热、印刷、音像制品、出版、文化娱乐、广告业等行业的客户都需要提供许可证）7）、资质证管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“资质证”表头，显示如下页面：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业c)、双击要增加或修改资质证的客户，在右边显示“资质证”信息。d)、如果选中的客户没有资质证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“资质证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“资质证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。8）、税务登记证管理：8．1）地税登记证：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“税务登记证”表头，显示如下页面，默认为“地税登记证”表头。c)、双击要增加或修改外企证书的客户，在右边显示“地税登记证”信息。d)、如果选中的客户没有地税登记证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“地税登记证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“地税登记证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业8．2）国税登记证：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“税务登记证”表头，再点击“国税登记证”表头，显示如下页面：c)、双击要增加或修改的客户，在右边显示“国税登记证”信息。d)、如果选中的客户没有国税登记证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“国税登记证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“国税登记证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。9）、外汇登记证管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“外汇登记证”表头，显示如下页面：c)、双击要增加或修改外企证书的客户，在右边显示“外汇登记证”信息。d)、如果选中的客户没有外企证书信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“外汇登记证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“外汇登记证”信息的修改，点击‘外汇账户开户记录’可以录入和修改外汇登记证的开户记录信息。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业注意事项：客户经理在对客户进行调查时，一定要求客户提供详细、完整、有效的证件。2、基本信息主要录入客户的基本信息、按系统要求的分类方式进行企业的分类，要求分类一定要准确，以便于以后的数据统计。企业客户的基本信息要详细、全面。选择客户的会计报表类型时注意正确的选择报表样式，在这里选择什么样的报表类型，下一步录入客户财务报表时将出现相应的报表样式，选择报表的时间间隔，系统会根据选择结果自动提示应录入客户的财务报表信息。要为客户选择准确的所属行业信息。（1）、显示客户基本信息的操作步骤：Ⅰ、点击“客户管理”中的“企业客户”下的“基本信息”，进入企业客户基本信息页面。Ⅱ、双击左边的客户列表选定客户，显示客户的基本信息。如果当前客户已经录入了基本信息，则显示当前客户的基本信息。否则点击【新增】当前页面改成可录入状态（为修改该客户的基本信息），录入完基本信息后，点击【保存】键保存录入信息。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（2）、修改企业客户的基本信息的步骤：Ⅰ、双击左边区域选定的客户名称，点击【修改】按钮，显示如下页面。Ⅱ、修改后点击【保存】按钮进行保存。按【退出】键回到主界面。客户经理在输入完页面信息点击【保存】按钮进行保存时，一定要等到页面变成灰面后，再按【退出】键退出，否则输入的信息将保存不住。3、业务基本情况a).展开“客户管理”下的“企业客户”，点击“业务基本情况”进入页面。b).双击左边的客户列表，选定的客户。c).可以查看，【新增】，【修改】某一企业客户从事业务的情况。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业4、财务报表1）、财务报表录入根据在基本信息里选择的报表格式，录入客户的财务信息，录入的报表内容一经保存，原则上不允许修改，只有有权人才能进行修改。企业的财务报表将永久的保存在系统的数据库中，以方便以后的数据查找和统计分析。该系统如果10分钟内不进行操作，系统将自动关闭该用户数据库，用户要重新进行重新登陆。所以要求在报表录入保存后再去做其他的工作，以避免造成无效劳动。增加报表的顺序：先增加“资产负债表”信息，再增加“损益表”信息，最后增加“现金流量表”信息。不增加“资产负债表”信息，“损益表”、“现金流量表”信息不能增加。（1）添加报表信息的操作步骤：a).展开“客户管理”下的“企业客户”下的财务报表，点击“财务报表”进入财务页面。b).双击左边的客户列表，选定的客户。可以点击“全屏录入”进行全屏录入。c).点击【新增】按钮，在“报表年”、“报表月”中输入正确的年、月(两位)，然后用鼠标在报表页面上点击一下，报表页面变为可输入画面，输入相应的报表信息。报表信息包括（资产负债表、损益表、现金流量表）。d).也可以用导入报表功能将已经做好的报表数据导入报表中去。点击【导入EXCEL】,点击【浏览】健，选择正确的报表文件确定后，文件路径填入到【浏览】按钮前的空格里，点击【确定】健，报表数据就被导入到报表页面中了。e).完报表数据按【保存】键进行保存。如果数据不平，则会在页面下方出现红色提示。f).按【退出】键theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业注意事项：为提高工作效率，信贷员可以要求客户按照我公司的报表格式提供电子版报表，然后直接导入保存。必须先录入企业基本信息后，才能录入企业财务报表。2）、查询客户的财务报表操作步骤：a).展开“客户管理”下的“企业客户”下的财务报表，点击“财务报表”进入财务页面。b).双击左边的客户选定客户，选择已录入的报表日期，即可显示客户的报表信息。如下图：c).如果当前操作员有权限，出现【修改】按键，则可修改选中的财务报表信息。否则只能查看或新增。d).点击【退出】按钮退回到主界面。3）、修改客户的财务报表信息操作步骤：a).展开“客户管理”下的“企业客户”下的“财务报表”，点击“财务报表”进入财务页面。b).双击左边的客户选定客户，选择已录入的报表日期，即可显示客户的报表信息。c).如果当前操作员有权限，出现【修改】按键。d).点击【修改】按键后，修改数据后，点击【保存】按键进行保存。e).点击【退出】按钮退回到主界面。5、企业关联企业关联中包含了董事会成员、股东、企业关联情况、母公司、其他关联情况及高管信息。（1）、董事会成员：a).查询客户的董事会成员信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，默认显示为“董事会成员”页面，进入页面如下。ⅱ).双击选定的企业名称，中间区域将显示该企业的董事会成员信息列表。ⅲ).双击其中的董事会成员信息列表即可显示该企业的董事会成员信息。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业ⅳ).点击【退出】按钮退出到主界面。b).新增客户的董事会成员信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，默认显示为“董事会成员”页面。ⅱ).双击选定的企业名称，中间区域将显示该企业的董事会成员信息列表。ⅲ).点击【新增】按钮，输入或导入相应的董事会成员信息。ⅳ).点击【保存】按钮，进行信息的保存。ⅴ).点击【退出】按钮退出到主界面。c).修改客户的董事会成员信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，默认显示为“董事会成员”页面。ⅱ).双击选定的企业名称，中间区域将显示该企业的董事会成员信息列表。ⅲ).双击其中的董事会成员信息列表即可显示该企业的董事会成员信息。ⅳ).点击【修改】按钮，修改相应的信息后，点击【保存】按钮，进行信息的保存。ⅴ).点击【退出】按钮退出到主界面。（2）、股东信息：a).查询客户的股东信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，点击“股东信息”，进入页面如下。c)、双击要增加或修改事业单位法人证的客户，在右边显示“事业单位法人证”信息。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业d)、如果选中的客户没有事业单位法人证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“事业单位法人证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮，可点击【修改】按钮进行“事业单位法人证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。4）、贷款卡管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“贷款卡”表头，显示如下页面：c)、双击要查看贷款卡信息的客户，在右边显示“贷款卡”信息。d)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。5）、外企证书管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“外企证书”表头，显示如下页面：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业c)、双击要增加或修改外企证书的客户，在右边显示“外企证书”信息。d)、如果选中的客户没有外企证书信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“外企证书”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“外企证书”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。6）、许可证管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“许可证”表头，显示如下页面：c)、双击要增加或修改许可证的客户，在右边显示“许可证”信息。d)、如果选中的客户没有许可证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“许可证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“许可证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业【注意事项】：许可证指的是客户生产经营特种行业的许可证，而不是客户的开户许可证。（学校、医院、收费公路、土地开发、烟草、食品、药品、食盐、煤矿、地质勘探、矿产开采、危险化学品、农药生产、林木种子生产、渔业、汽车客运、通用航空企业、港口、典当、旅行社、城市燃气和集中供热、印刷、音像制品、出版、文化娱乐、广告业等行业的客户都需要提供许可证）7）、资质证管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“资质证”表头，显示如下页面：c)、双击要增加或修改资质证的客户，在右边显示“资质证”信息。d)、如果选中的客户没有资质证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“资质证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“资质证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。8）、税务登记证管理：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业8．1）地税登记证：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“税务登记证”表头，显示如下页面，默认为“地税登记证”表头。c)、双击要增加或修改外企证书的客户，在右边显示“地税登记证”信息。d)、如果选中的客户没有地税登记证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“地税登记证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“地税登记证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。8．2）国税登记证：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“税务登记证”表头，再点击“国税登记证”表头，显示如下页面：c)、双击要增加或修改的客户，在右边显示“国税登记证”信息。d)、如果选中的客户没有国税登记证信息，则在页面下显示【新增】按钮。可以点击【新增】按钮进行“国税登记证”信息的录入。e)、如果当前客户有此信息，则在页面下显示【修改】按钮。则可点击【修改】按钮进行“国税登记证”信息的修改。f)、操作完成后，点击【退出】按键退回到主界面或点击其他证件表头进行其他证件信息的录入和修改。9）、外汇登记证管理：a)、点击“客户管理”中的“企业客户”下的“证件管理”，进入证件管理模块。b)、点击页面头部的“外汇登记证”表头，显示如下页面：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业ⅱ).双击选定的企业名称，中间区域将显示该企业的股东信息列表。ⅲ).双击其中的股东信息列表即可显示该企业的股东信息。ⅳ).点击【退出】按钮退出到主界面。b).新增客户的股东信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，点击“股东信息”页面。ⅱ).双击选定的企业名称，中间区域将显示该企业的股东信息列表。ⅲ).点击【新增】按钮，输入或导入相应的股东信息。ⅳ).点击【保存】按钮，进行信息的保存。ⅴ).点击【退出】按钮退出到主界面。c).修改客户的股东信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，点击“股东信息”。ⅱ).双击选定的企业名称，中间区域将显示该企业的股东信息列表。ⅲ).双击其中的股东信息列表即可显示该企业的股东信息。ⅳ).点击【修改】按钮，修改相应的信息后，点击【保存】按钮，进行信息的保存。ⅴ).点击【退出】按钮退出到主界面。（3）、企业关联情况：显示与当前选中企业有关联的企业信息，关联关系包括同一母公司，母公司，同一法人，同一董事会成员，同一股东，子公司；（4）、母子公司情况：显示选中的企业的母子公司情况，并可以为该企业增加母公司；a)、增加母公司：ⅰ展开“客户管理”下的“企业客户”下的“企业关联”，默认显示为“股东信息”页面。ⅱ双击选定的企业名称，中间区域将显示该企业的母子公司信息列表。iii点击“选择母公司”按钮，弹出客户列表窗口；theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业iv选择一个企业为该企业的母子公司；b)、“修改母公司”的操作与“增加母公司”的操作一致；（5）、其他关联情况：显示与当前选中企业除了有同一母公司，母公司，同一法人，同一董事会成员，同一股东，子公司关系以外的其他关联关系；（6）、高管信息：显示当前选中企业的高级管理人员信息；a).查询客户的高管信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，点击“高管信息”，进入页面如下。ⅱ).双击选定的企业名称，中间区域将显示该企业的高管信息列表。ⅲ).双击其中的高管信息列表即可显示该企业的高管信息。ⅳ).点击【退出】按钮退出到主界面。b).新增客户的高管信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，点击“高管信息”，进入页面如下。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业ⅱ).双击选定的企业名称，中间区域将显示该企业的高管信息列表。ⅲ).点击【新增】按钮，输入或导入相应的高管信息。ⅳ).点击【保存】按钮，进行信息的保存。ⅴ).点击【退出】按钮退出到主界面。c).修改客户的高管信息ⅰ).展开“客户管理”下的“企业客户”下的“企业关联”，点击“高管信息”，进入页面如下。ⅱ).双击选定的企业名称，中间区域将显示该企业的高管信息列表。ⅲ).双击其中的高管信息列表即可显示该企业的高管信息。ⅳ).点击【修改】按钮，修改相应的信息后，点击【保存】按钮，进行信息的保存。ⅴ).点击【退出】按钮退出到主界面。6、业务基本情况（1）.查询企业业务基本情况ⅰ).展开“客户管理”下的“企业客户”，点击“业务基本情况”，进入页面如下。ⅱ).双击选定的企业名称，中间区域将显示该企业详细的业务基本情况。ⅲ).点击【退出】按钮退出到主界面。（2）.新增企业业务基本情况ⅰ).展开“客户管理”下的“企业客户”，点击“业务基本情况”进入企业业务基本情况管理画面。ⅱ).双击选定的企业名称，中间区域将显示该企业详细的业务基本情况。如果没有为该企业输入基本情况，则该页面下方按钮区域显示“新增”按钮，如果已为该企业输入基本情况信息，则该页面下方按钮区域显示“修改”按钮。ⅲ).点击【新增】按钮，输入相应的企业信息内容。ⅳ).点击【保存】按钮，进行信息的保存。ⅴ).点击【退出】按钮退出到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（3）.修改企业业务基本情况ⅰ).展开“客户管理”下的“企业客户”，点击“业务基本情况”进入企业业务基本情况管理画面。ⅱ).双击选定的企业名称，中间区域将显示该企业详细的业务基本情况。如果没有为该企业输入基本情况，则该页面下方按钮区域显示“新增”按钮，如果已为该企业输入基本情况信息，则该页面下方按钮区域显示“修改”按钮。ⅲ).点击【修改】按钮，修改相应的信息后，点击【保存】按钮，进行信息的保存。ⅳ).点击【退出】按钮退出到主界面。7、企业关联可以查看跟该企业相关的关系网。a).展开“客户管理”下的“企业客户”，点击“企业关联”进入页面。b).双击左边的客户列表，选中客户,显示该客户的客户关系。（三）个人客户主要包括个人的基本情况、资产信息、负债信息、工作经历、教育经历、配偶信息、居住情况、保险信息、个人社保、个人关联、银行借款、业务基本情况、财务报表等内容。1、个人基本信息管理1)、查询个人基本信息a).展开“客户管理”下的“个人客户”，点击“基本信息”进入基本信息页面。b).双击左边的客户列表，选中客户,显示该客户的基本信息。c).如果当前操作员有添加权限，如果该客户有基本信息，显示【修改】按钮，如果没有基本信息，则显示【新增】按钮。d).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业2)、新增个人基本信息a).展开“客户管理”下的“个人客户”，点击“基本信息”进入基本信息页面。b).双击左边的客户列表，选中客户,显示该客户的基本信息。c).如果当前操作员是信贷员，显示【新增】按钮。d).点击【新增】按钮，输入基本信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。3)、修改个人基本信息a).展开“客户管理”下的“个人客户”，点击“基本信息”进入基本信息页面。b).双击左边的客户列表，选中客户,显示该客户的基本信息。c).如果当前操作员是信贷员，如果该客户有基本信息，显示【修改】按钮。d).点击【修改】按钮，修改基本信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业2、个人主要资产信息管理1)、查询资产信息a).展开“客户管理”下的“个人客户”，点击“其他资产信息”进入其他资产信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的其他资产信息列表。c).双击其他资产信息列表，则在下方显示其他资产信息。d).操作完后，点击【退出】按钮退回到主界面。2)、新增资产信息a).展开“客户管理”下的“个人客户”，点击“其他资产信息”进入其他资产信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的其他资产信息列表。c).点击【新增】按钮，输入其他资产信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3)、修改资产信息a).展开“客户管理”下的“个人客户”，点击“其他资产信息”进入其他资产信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的其他资产信息列表。c)..双击其他资产信息列表，则在下方显示其他资产信息。d).点击【修改】按钮，修改其他资产信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业3、个人主要负债信息管理1)、查询个人负债信息a).展开“客户管理”下的“个人客户”，点击“个人负债信息”进入个人负债信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的负债信息列表。c).双击负债信息列表，则在下方显示负债信息。d).操作完后，点击【退出】按钮退回到主界面。2)、新增个人负债信息a).展开“客户管理”下的“个人客户”，点击“个人负债信息”进入个人负债信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的负债信息列表。c).点击【新增】按钮，输入负债信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3)、修改个人社保信息a).展开“客户管理”下的“个人客户”，点击“个人负债信息”进入个人负债信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的负债信息列表。c)..双击负债信息列表，则在下方显示负债信息。d).点击【修改】按钮，修改负债信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业4、个人工作经历信息管理1)、查询工作经历信息a).展开“客户管理”下的“个人客户”，点击“个人工作经历信息”进入个人工作经历信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的工作经历信息列表。c).双击工作经历信息列表，则在下方显示工作经历信息。d).操作完后，点击【退出】按钮退回到主界面。2)、新增工作经历信息a).展开“客户管理”下的“个人客户”，点击“个人工作经历信息”进入个人工作经历信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的工作经历信息列表。c).点击【新增】按钮，输入工作经历信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3)、修改工作经历信息a).展开“客户管理”下的“个人客户”，点击“个人工作经历信息”进入个人工作经历信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的工作经历信息列表。c)..双击工作经历信息列表，则在下方显示工作经历信息。d).点击【修改】按钮，修改工作经历信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业5、个人教育经历信息管理1)、查询教育经历信息a).展开“客户管理”下的“个人客户”，点击“个人教育经历信息”进入个人教育经历信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的教育经历信息列表。c).双击教育经历信息列表，则在下方显示教育经历信息。d).操作完后，点击【退出】按钮退回到主界面。2)、新增教育经历信息a).展开“客户管理”下的“个人客户”，点击“个人教育经历信息”进入个人教育经历信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的教育经历信息列表。c).点击【新增】按钮，输入教育经历信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3)、修改教育经历信息a).展开“客户管理”下的“个人客户”，点击“个人教育经历信息”进入个人教育经历信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的教育经历信息列表。c)..双击教育经历信息列表，则在下方显示教育经历信息。d).点击【修改】按钮，修改教育经历信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业6、个人配偶信息管理1)、查询个人配偶信息a).展开“客户管理”下的“个人客户”，点击“个人配偶信息”进入个人配偶信息页面。b).双击左边的客户列表，选中客户,显示该客户的个人配偶信息。如果有此信息，显示【修改】按钮，如无此信息，显示【新增】按钮。d).操作完后，点击【退出】按钮退回到主界面。2)、新增个人配偶信息a).展开“客户管理”下的“个人客户”，点击“个人配偶信息”进入个人配偶信息页面。b).双击左边的客户列表，选中客户,显示该客户的个人配偶信息。如果有此信息，显示【修改】按钮，如无此信息，显示【新增】按钮。c).点击【新增】按钮，输入个人配偶信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3)、修改个人配偶信息a).展开“客户管理”下的“个人客户”，点击“个人配偶信息”进入个人配偶信息页面。b).双击左边的客户列表，选中客户,显示该客户的个人配偶信息。如果有此信息，显示【修改】按钮，如无此信息，显示【新增】按钮。c).点击【修改】按钮，修改个人配偶信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业7、居住情况信息管理1)、查询居住情况信息a).展开“客户管理”下的“个人客户”，点击“居住情况信息”进入居住情况信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的居住情况信息列表。c).双击工作经历信息列表，则在下方显示居住情况信息。d).操作完后，点击【退出】按钮退回到主界面。2)、新增居住情况信息a).展开“客户管理”下的“个人客户”，点击“居住情况信息”进入居住情况信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的居住情况信息列表。c).点击【新增】按钮，输入居住情况信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3)、修改居住情况信息a).展开“客户管理”下的“个人客户”，点击“居住情况信息”进入居住情况信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的居住情况信息列表。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业c)..双击居住情况信息列表，则在下方显示居住情况信息。d).点击【修改】按钮，修改居住情况信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。8、个人社保信息管理1)、查询个人社保信息a).展开“客户管理”下的“个人客户”，点击“个人社保”进入个人社保信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的社保信息列表。c).双击社保信息列表，则在下方显示社保信息。d).操作完后，点击【退出】按钮退回到主界面。2)、新增个人社保信息a).展开“客户管理”下的“个人客户”，点击“个人社保”进入个人社保信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的社保信息列表。c).点击【新增】按钮，输入社保信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3)、修改个人社保信息a).展开“客户管理”下的“个人客户”，点击“个人社保”进入个人社保信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的社保信息列表。c)..双击社保信息列表，则在下方显示社保信息。d).点击【修改】按钮，修改社保信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业9、个人保险信息管理1).查询个人保险信息a).展开“客户管理”下的“个人客户”，点击“保险信息”进入保险信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的保险信息列表。c).双击保险信息列表，则在下方显示保险信息。d).操作完后，点击【退出】按钮退回到主界面。2).新增个人保险信息a).展开“客户管理”下的“个人客户”，点击“保险信息”进入保险信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的保险信息列表。c).点击【新增】按钮，输入保险信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3).修改个人保险信息a).展开“客户管理”下的“个人客户”，点击“保险信息”进入保险信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的保险信息列表。c)..双击保险信息列表，则在下方显示保险信息。d).点击【修改】按钮，修改保险信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业10、个人关联1).查询个人关联信息a).展开“客户管理”下的“个人客户”，点击“个人关联”进入个人关联信息页面。b).双击左边的客户列表，选中客户,在中间显示与该客户相关联的的个人信息列表。c).操作完后，点击【退出】按钮退回到主界面。2).新增个人关联信息a).展开“客户管理”下的“个人客户”，点击“个人关联”进入个人关联信息页面。b).双击左边的客户列表，选中客户,在中间显示与该客户相关联的的个人信息列表。c).点击【选择关系】下拉列表按钮，选择相应的关系后，单击“该关系亲属姓名”栏，导入相对应的亲属，点击【添加该关系】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3).修改关联人个人信息a).展开“客户管理”下的“个人客户”，点击“个人关联”进入个人关联信息页面。b).双击左边的客户列表，选中客户,在中间显示与该客户相关联的的个人信息列表。c).在“该关系亲属姓名”栏中单击关联人姓名，即可转入“个人客户基本信息”页面，对该客户进行个人信息的维护。4).删除关联人a).展开“客户管理”下的“个人客户”，点击“个人关联”进入个人关联信息页面。b).双击左边的客户列表，选中客户,在中间显示与该客户相关联的的个人信息列表。c).在“操作”栏中单击关联人所对应的“删除”图标，即可删除该客户相应关系下的关联人。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业11、机构借款分为其他银行借款和我公司借款1).查询客户其他借款信息a).展开“客户管理”下的“个人客户”，点击“机构借款”进入“机构借款”的“银行借款/我公司借款”信息页面。b).双击左边的个人客户列表，选中客户,在中间显示该客户的借款信息页面。c).双击借款信息列表，则在下方显示借款信息。d).操作完后，点击【退出】按钮退回到主界面。2).新增客户借款信息a).展开“客户管理”下的“个人客户”，点击“机构借款”进入“机构借款”的“其他银行借款/在我公司借款”信息页面。b).双击左边的个人客户列表，选中客户,在中间显示该客户的借款信息页面。c).点击【新增】按钮，输入借款信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3).修改客户其他借款信息a).展开“客户管理”下的“个人客户”，点击“机构借款”进入“机构借款”的“其他银行借款/在我公司借款”信息页面。b).双击左边的个人客户列表，选中客户,在中间显示该客户的借款信息页面。c).双击他行借款信息列表，则在下方显示借款信息。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业d).点击【修改】按钮，修改他行借款信息后，点击【保存】按钮进行保存。e).操作完后，点击【退出】按钮退回到主界面。12、业务基本情况1).查询个人客户业务基本情况信息a).展开“客户管理”下的“个人客户”，点击“业务基本情况”进入业务基本情况信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的业务基本情况信息。c).操作完后，点击【退出】按钮退回到主界面。2).新增个人客户业务基本情况信息a).展开“客户管理”下的“个人客户”，点击“业务基本情况”进入业务基本情况信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的业务基本情况信息内容。c).点击【新增】按钮，输入业务基本情况信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。3).修改个人客户业务基本情况信息a).展开“客户管理”下的“个人客户”，点击“业务基本情况”进入业务基本情况信息页面。b).双击左边的客户列表，选中客户,在中间显示该客户的业务基本情况信息内容。c).点击【修改】按钮，修改业务基本情况信息后，点击【保存】按钮进行保存。d).操作完后，点击【退出】按钮退回到主界面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（四）客户大事记操作步骤：（1）、查询客户大事记信息a).展开“客户管理”，点击“客户大事记”进入“客户大事记”页面。b).双击左边的客户列表，选中客户，在中间显示该客户的大事记列表。c).双击大事记列表，在列表下方显示大事记信息。d).操作完后，点击【退出】按钮退回到主界面。（2）、新增客户大事记信息a).展开“客户管理”，点击“客户大事记”进入“客户大事记”页面。b).双击左边的客户列表，选中客户，在中间显示该客户的大事记列表。c).点击【新增】按钮，输入事件信息。点击【保存】按钮进行保存，保存后在大事记列表中显示刚添加的事件信息。（3）、修改客户大事记信息a).展开“客户管理”，点击“客户大事记”进入“客户大事记”页面。b).双击左边的客户列表，选中客户，在中间显示该客户的大事记列表。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业c).双击大事记列表，在列表下方显示大事记信息。d).点击【修改】按钮，修改事件信息。点击【保存】按钮进行保存。（五）客户关系树可以自动显示进行过个人关联的客户之间的关系。如图所示：三、信贷业务该模块为该信贷系统的核心，信贷业务的申请、审查、审批均在此模块内。准备工作：1、熟悉所做的信贷业务流程；2、分配流程中每一步骤操作员的角色。下面以“个人贷款业务”为例，介绍具体操作步骤，其他流程的操作与此类似。个人贷款流程：1、贷款申请==>2、贷款审批==>3、签订合同==>4、合同审批==>5、放款审批流程步骤角色：1、信贷员==>2、信贷业务主管==>3、信贷员==>4、信贷业务主管==>5、会计（一）业务申请操作步骤：（1）、展开“信贷业务”，点击“业务申请”进入到业务申请页面。（2）、双击客户列表选择客户，在右边显示该操作可以启动的业务流程名称。（3）、点击要启动的业务流程的最右边的图标theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业弹出新窗口。点击确定，启动贷款工作流程（4）、点击确定，启动贷款工作流程，进入到业务待处理页面。（二）业务审批业务审批模块是显示当前操作员的所有待处理业务进入业务处理页面，根据当前操作员权限和角色的不同，看见的功能列表就不同。有的功能只能查看，有的则需要输入相应的信息。处理完后，点击“提交”按钮，则将该选中的业务提交给下一个操作员。处理业务的流程根据工作流的配置进行，可以在工作流维护中进行配置。注意事项：１、业务申请模块只是客户经理启动所要申请的业务，所要申请的业务启动后，再对该笔业务进行处理时，需要进入到业务审批模块中进行处理，不能再进入到业务申请模块中处理，否则会重新启动一笔新的业务流程。２、重复启动的业务流程，必须在“信贷业务”——〉“业务申请删除”中删除，否则系统会对重复启动的流程进行条件判断，导致业务无法上报。贷款申请时的业务审批：（1）、信贷员展开“信贷业务”，点击“业务审批”选项进入业务审批页面。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（2）、选中要处理的业务，点击【批量执行】按钮进行业务数据的录入和查询图。图（2-2-2）案例1：业务主管进入“信贷业务”下的“业务审批”，在任务列表中选择一项，点击“批量执行”进入页面如下：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1填写贷款申请所有信息：信贷员进入“信贷业务”下的“业务审批”，在任务列表中选择一项，点击“批量执行”进入页面如下：a).填写贷款申请信息，操作步骤：1).点击功能区上的“填写贷款申请”选项，在功能区显示贷款申请页面。2).点击【修改】按钮，输入相应的贷款申请信息。3).点击【保存】按钮，保存贷款申请信息。带*的选项必须输入，录入的数据必须合法。b).填写担保信息根据贷款申请信息中选择的担保方式，显示担保信息表头。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1.增加保证人信息的操作步骤：1).点击功能区上的“填写担保信息”选项，在功能区显示担保信息页面。2).点击【新增】按钮，输入相应的担保人信息。点击“保证人情况”导入保证人信息（保证人必须要在本系统中注册，保证人注册信息同借款人注册信息一样）。3).点击【保存】按钮，保存贷款申请信息。带*的选项必须输入，录入的数据必须合法。2.修改保证人信息的操作步骤：1).点击功能区上的“填写担保信息”选项，在功能区显示担保信息页面。2).双击保证人列表，显示选中的担保人信息。点击“保证人情况”导入保证人信息（保证人必须要在本系统中注册）。3).点击【修改】按钮，修改保证人信息。4).点击【保存】按钮，保存贷款申请信息。带*的选项必须输入，录入的数据必须合法。3.查询保证人信息的操作步骤：1).点击功能区上的“填写担保信息”选项，在功能区显示担保信息页面。2).双击保证人列表，显示选中的担保人信息。4删除保证人信息的操作步骤：1).点击保证人列表中指定的保证人。抵押物信息和质押物信息的操作与保证人信息的操作一样。c)、填写调查报告：1)、点击功能区上的“填写调查报告”选项，在功能区中显示调查报告页面。2)、点击【修改】按钮，填写调查报告信息。点击【保存】按钮进行报告信息的保存。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业注意事项：各小贷公司调查岗客户经理在信贷管理系统中填写调查报告时，最好是先在word文档中把调查报告写好，然后把写好的调查报告复制粘贴到信贷管理系统中的“调查报告”页面上，这样能够避免因超时系统自动退出而保存不住已经写好的调查报告；如果在系统中直接填写调查报告，可以采取将写完的部分内容随时保存的方式，保存后再点击“修改”按钮继续填写未完成的调查报告。然后再点击保存“按钮”，依次循环。2．贷款申请信息审核信贷业务主管进入“信贷业务”下的“业务审批”，在任务列表中选择一项，点击“批量执行”进入页面如下：a)查看业务申请信息可以查看到【贷款申请信息】和【担保信息】theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业b)查看审批参考c)查看审批历史意见：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业d)贷款拒绝当在处理结果选择拒绝时,需要将这个页面带*号的填写完毕,点击【修改】按钮后填写信息.e)审贷会决议如果小贷公司有审贷会.而且需要审贷会审批.那就将审贷会的决议写在这个页面中,点击【修改】按钮后填写信息.f)查看并打印审贷会决议单theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业系统提供了打印审贷会决议单的功能,用户可以点击【打印】按钮后进行页面的打印.3．签订合同信贷业务主管同意后，就可以发放贷款，信贷员进入“业务审批”进行相关操作，如下：a)填写签订合同注意事项：合同页面的数据至关重要，带“*”的每一项数据都必须正确填写。b)填写签订担保合同theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业c)借据号生成这一步骤非常重要，它与核心进行联动。借据信息列表删除借据号注意事项：1、合同的数据必须准确填写，借据信息直接从合同信息中提取。2、若发现贷款数据填错时，可以删除获取的借据号，修改贷款数据，并重新生成借据号。d)生成批准的还款计划表点“还款计划表”将根据合同的数据生成一份还款计划表。还款计划表的操作事项见“还款计划表”部分。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业注意事项：1、若“签订合同”项下的“日期”、“金额”、“利率”、“还款方式”、“签约期限”、“第一次还款日期”有修改，则必须点击【重新生成】生成一份新的还款计划表。2、还款计划表生成之后，必须检查一下计划表是否符合要求，特别是还款期数、首期和末期的日期；如果有不符合要求，则可对计划表进行修改操作（具体操作见“还款计划表”部分）。3、计划表生成之后必须点【保存】按钮保存，否则该笔贷款将无法产生还款计划表。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业e)手动还款计划表如果系统自动生成的还款计划表不能满足小贷公司则需要通过手动还款计划表来修改.1)修改某一期还款计划.先【双击】某一期还款,填写带*号的内容然后点【保存】f)打印还款计划表g)打印通知单theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业所有操作完成之后，填上处理意见，点【确定】之后，将该笔贷款业务提交到信贷业务主管。由信贷业务主管进行合同审批.4．合同审批信贷业务主管进入“业务审批”进行相关操作，如下：a)查看合同信息b)查看并打印审贷会决议单theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业选择分配会计人员选择处理结果c)审批历史,审批历史意见以及打印还款计划表和之前一样.信贷业务主管审查完所有信息之后，选择处理结果，选择分配会计，填上处理意见，点【确定】之后，将该笔贷款业务提交到会计。由会计进行贷款发放.5．贷款发放会计进入“信贷业务”下的“业务审批”进行相关操作，如下：功能栏中的“查看合同信息”“审批历史”“审批历史意见”“还款计划表”“手动还款计划表”“打印还款计划表”“查看并打印审贷会决议单”都和之前的一样。结束会计审查完所有信息之后，选择处理结果“发放”，填上处理意见，点【确定】之后，该笔贷款业务完成，整个流程结束。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（三）业务修改操作步骤：（1）、展开“信贷业务”，点击“业务修改”进入到业务修改页面。（2）、双击客户列表选择客户，在右边显示该客户在本系统申请的所有信贷业务的列表。双击客户列表中的客户（3）、双击客户的业务列表，在下边显示该操作可以启动的业务流程名称。双击客户的业务列表（4）、点击要选择的业务流程，弹出确认窗口。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（5）、点击确定，启动“业务修改”工作流程，进入到业务待处理页面：（6）、选中要处理的任务，点击【批量执行】按钮，即可启动业务修改流程，进行业务数据的修改操作。信贷员点击【手动修改】后可以修改还款计划表。修改完成后点击【保存】。之后选择一个处理结果。再填写处理意见。最后点击【确认】，将流程提交到信贷业务主管。由信贷业务主管进行业务修改的审批。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（四）审批状态查询操作步骤：（1）、展开“信贷业务”，点击“审批状态查询”进入到业务审批状态查询页面。（2）、双击客户列表选择客户，在右边显示该客户在本系统申请的所有信贷业务的列表，可以查询到某笔信贷业务的详细信息。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（五）贷款总账该功能模块主要是查询系统中所有业务信息，可以按机构、客户经理、客户、业务种类查看业务统计信息及业务明细信息，以及补打借款凭证：操作步骤：1、展开‘信贷业务’，点击‘贷款总账’；2、进入查询页面，通过输入不同的查询条件，比如“查询范围”，显示出不同查询条件下的业务统计信息；3、点击“业务信息”选项，选择“业务类型”和相关选项，则显示截止到上一天为止的详细的业务信息列表；theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业4、双击业务列表中，可显示该业务申请信息、合同信息、担保信息、还款信息、付息信息、还款计划表以及补打贷款凭证；（六）贷款预警监控该功能模块主要包括贷款发放监控、利息收入监控、贷款到期监控、贷款预警监控、打印催收通知单、打印欠息通知单；操作步骤：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1、展开‘信贷业务’->‘贷款质量监控’，点击‘贷款发放监控’；2、点击‘贷款发放监控’，查看贷款发放信息；3、点击‘利息收入监控’，查看客户欠息信息；4、点击‘贷款到期监控’，查看贷款到期信息；5、点击‘贷款预警监控’，查看贷款不良信息；6、点击‘打印催收通知单’，打印催收通知单信息；7、点击‘打印欠息通知单’，打印欠息通知单信息；（七）删除业务信息本模块主要是用于信贷员删除业务申请信息，包括以下功能：1、建议删除业务其中建议删除的业务符合一下条件：l未关联l且为30天前提出的申请但一直未同意或者拒绝也就是流程一直未结束的在此范围内的业务一般都是当时因为误操作或者重复操作而提交的申请（当然不排除由于审批太慢造成30天还未审批完成的情况，这种情况不要删除），在确认已经不准备继续该业务后将其删除。2、可以删除的业务其中可以删除的业务符合以下条件：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业l未关联l且为1天前提出的申请【说明】：在此范围内的业务可以但是不推荐删除3、按客户查询操作步骤：1、展开‘信贷业务’，进入‘业务申请删除’；2、双击选择要进行业务删除的客户，在右边显示选中客户的正在申请的业务；3、点击‘删除’图标，即可删除该业务信息；注：以下情况不能删除：l该业务已经和核心联动(这种情况需要先删除借据信息以取消与核心的关联关系)。最新修改日期为当天的业务（需要第二天才可删除）（八）删除借据本模块主要是用于信贷员删除借据信息。然后双击选择业务首先双击选择客户最后删除想要删除的借据（九）利率调整（无还款计划表/有还款计划表）新增贷款完成以后，贷款利率以后如果有调整，在流程中没办法更改，只有信贷员在此功能栏调整贷款的利率。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业签定合同时，如果产生了还款计划表的就双击利率调整（有还款计划表），没有产生的就双击利率调整（无还款计划表），进入工作界面。双击对应的客户和贷款借据，填写新的贷款利率和新的利率生效日期，保存即可。如图：四、风险管理风险管理分为：五级分类和贷后管理（如图）theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（一）五级分类1）贷款五级分类基于风险的基础，根据贷款归还的可能性，即贷款的风险程度定制分类的标准。2）五级分类的认定弹性问题3）系统自动划分、可以人为重新认定4）下图为五级分类对照表业务系统中为客户提供了两种分类方式：1）系统自动分类：本方式无需客户操作，系统会对已发放贷款按以上图表标准自动分类。2）客户自行分类：已小贷公司对客户的贷后调查为依据，由信贷员发起初分，业务主管最终审批分类结束。3）分类示意图：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（二）贷后管理首先我们以信贷员身份登录选择贷后启动，选择客户如图：theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业填写贷后调查信息，如图：填写完成后提交领导，由领导审批。通过以上两个环节的报告，我们可以对客户贷后情况做到全面的了解。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业五、业务查询业务审批查询1、根据不同的查询条件查询出符合条件的贷款，查询条件为空时，默认查询所有贷款；2、根据用户不同的权限，查询系统中发放的贷款审批历史信息，审批历史参考及合同信息等；通过不同的查询条件查询系统中贷款单击查看合同信息单击查看贷款历史审批意见单击查看审批历史参考六、工作流维护流程监控此功能只有在系统管理员和信贷业务主管的工作界面上显示及操作。它主要适用于查看每笔业务的操作流程，当某一步操作错误后，按正常流程不能退回且修改时，只能通过此功能退回到有错误的那一步，然后由对应的工作人员进入相对应的那一个流程中进行修改。操作方法如下图：选择申请日期中的起始（注：为填写贷款时的系统日期）。在全部未结束的工作流下面点“确定”theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业按钮后，会显示相应的工作流信息，选中“尚未执行完毕”的某个工作流，例如选择黄蓉新增贷款的工作流，弹出下面的窗口3、需要把流程退回到哪一个步骤中，就选中任务名一栏中的任务，例如“贷款发放”4、点开贷款发放，弹出下面的窗口，确认是否将流程退回到该位置theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业5、选择确定按钮，流程就退回到贷款发放环节，取消的话，则不退回七、贷款归还贷款发放后，到规定的还款还息日，要进行本息的归还本息的归还分为三种情况：生成了还款计划表，1、按流程还款2、会计直接确认还款未生成还款计划表，3、会计进行单笔结息，后还款theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（一）已经生成还款计划表，按流程还款。1、还款启动以信贷员的登录名进入系统，找到贷款归还模块——>还款启动，如图：双击需要还款的客户，如郭靖，在右侧会出现这个客户的业务，根据借据的金额，余额，利率，开始日期，结束日期来判定需要做还款的业务。双击业务点击“启动流程”按钮，在弹出的窗口中点击“确定”按钮theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业在“待处理任务列表”中，选择需要处理的业务，勾选执行框，点击“批量执行”按钮进入审批页面后，在功能栏中点开“查看合同信息”，进行信息的查看选择“还款期次”注意：还款期次为单选，需要按还款计划中还完一期款项后，再提起另一期还款。保存成功后，“分配给”处理还款的会计人员，填写处理意见，进行提交theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业2、还款审批以进行贷款归还业务处理的会计人员进入系统，在工作台上的“还款审批工作”直接进入还款审批页面，或者在贷款归还——>还款审批，进入审批勾选执行框，“批量执行”在功能栏中可以“查看合同信息”、“审批历史”、“审批历史意见”，然后填写“确认还款信息”，选择相应的“交易方式”，“是否生成记账凭证”、“借方科目名称”、“贷方科目名称”后，单击保存按钮进行保存，保存成功后，点击确认按钮，返回给提交还款申请的信贷员进行最后的确认。3、最终确认还款以提起还款申请的信贷员账户进入系统后，由贷款归还——>还款审批，或者在工作台上的还款审批工作中——进入审批工作页面，进入最终确认在“待处理任务列表”中，选择需要处理的业务，勾选执行框，点击“批量执行”按钮，进入审批页面可以在功能栏中，点开查看各种信息，如果没问题，填写处理意见后，点击“确认按钮”，第1期的还款流程就全部结束theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（二）生成还款计划表，会计直接确认还款(1)以会计-小贷的账户进入到系统中，在功能模块中，找到贷款归还——>按计划还本息(2)双击需要还款的客户，双击需要还款的业务号，双击要还款的期次，选择相应的“交易方式”、“是否生成记账凭证”“借方科目名称”、“贷方科目名称”点击保存按钮，就直接把那一期的本息归还了，操作如下图：（三）未生成还款计划的，会计进行还款（1）以会计的身份进入到系统中，找到利息管理——>单笔结息theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（如需要查询产生多少利息的话，可以在利息试算里操作，操作步骤和单笔结息一样。）双击需要还款的客户，双击需要还款的业务，点击“新增”按钮，如图：在计息终止日中填入此次结息的时间，鼠标点中利息空白处，系统会自动根据贷款合同中的信息自动生成利息。（如果系统算出来的利息和您实际的利息有出入的话，您也可以直接填入利息），然后点击保存的按钮。（2）退出此页面，在工作界面中找到贷款归还——>普通还息theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业操作如上：双击还款客户的名称及业务，会出现刚刚单笔结息后产生的那一期利息，选择一种交易方式，选择是否生成记账凭证、“借方科目名称”、“贷方科目名称”后，点击保存按钮进行还款。（3）还本金（如果借贷期间还部分本金或者全部本金，或者最后还本金）。在客户还本金的时，同样需要在利息管理里面先操作单笔结息。找到贷款归还——>普通还款操作如上：双击要还款的客户名称，业务，点击“新增”按钮，填写还款日期，交易类型，还款金额，选择是否生成凭证，“借方科目名称”、“贷方科目名称”点击保存按钮。即还款成功。注：使用后两种还款方式还款（不走还款流程）时请务必谨慎操作，一旦操作失误后，就无法退回和修改了。（四）、收取罚息金额会计进入系统，在贷款归还——收取罚息金额中操作双击客户名称，双击业务号，点击“新增”按钮，按实际情况填写空白处后，保存。theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业八、财务管理系统为财务管理提供以下功能l维护功能,包括会计科目,会计期间以及账务起初数据的初始化工作l账务处理,用于处理手工凭证的添加修改查询以及凭证记账l出纳管理,用于编辑现金日记账和银行日记账以及盘点对账工作l财务报表,用于出具财务工作要求的各种报表（一）财务处理1、凭证录入操作步骤:1.展开财务管理下的账务处理,点击凭证录入,进入凭证增加页面.2.点击新增按钮,编辑凭证信息3.点击新增分录按钮,系统弹出凭证分录录入窗口,编辑分录信息后点击保存分录,系统返回凭证编辑页面.theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业点击会计科目,编辑分录信息1.编辑完成后,点击保存完成凭证录入2、凭证审核操作步骤:1.展开财务管理下的账务处理,点击凭证审核,进入凭证审核页面2.录入查询条件,点击查询按钮theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1.选择审批凭证,点击审核按钮完成凭证审核3、凭证记账操作步骤:1.展开财务管理下的账务处理,点击凭证记账,进入凭证记账页面2.录入查询条件,点击查询按钮3.选择审批凭证,点击记账按钮完成凭证记账4、凭证查询该功能用于查询凭证信息,同时可以编辑未审核凭证,打印凭证,反审核凭证以及反记账凭证操作步骤:1.展开财务管理下的账务处理,点击凭证查询,进入凭证查询页面theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1.录入查询条件,点击查询按钮2.选择审批凭证,可进行反记账或审核操作3.双击凭证信息可查看凭证分录信息,并可进行打印操作5、期末结账操作步骤:1.展开财务管理下的账务处理,点击期末结账,进入结账页面theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1.输入密码后点击保存按钮,完成期末结账6、反结账操作步骤:1．展开财务管理下的账务处理,点击反结账,进入反结账页面2．输入密码后点击保存按钮,完成反结账7、资产负债表试算操作步骤:2．展开财务管理下的账务处理,点击资产负债表试算,进入资产负债表试算页面theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业8、明细帐展开财务管理——财务处理——明细帐，能看到当前会计期间的会计明细帐theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（二）财务报表1、资产负债表操作步骤:展开财务管理下的财务报表,点击资产负债表,进入资产负债报表页面2、损益表操作步骤:展开财务管理下的财务报表,点击损益表,进入损益报表页面theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业3、现金流量表l现金流量数据准备操作步骤:展开财务管理下的财务报表下的现金流量表,点击现金流量数据准备,进入初始页面编辑查询信息,点击查询按钮,系统显示符合条件的凭证信息l现金流量表操作步骤:展开财务管理下的财务报表下的现金流量表,点击现金流量表,进入初始页面theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业编辑查询信息,点击查询按钮,系统显示符合条件的凭证信息4、总帐表操作步骤:展开财务管理下的财务报表,点击总帐表,进入资产负债报表页面，输入报表月份点击查询按钮theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业5、贷款明细帐操作步骤:展开财务管理下的贷款明细帐,双击客户,在右侧显示该客户的贷款明细帐（三）财务系统维护1、科目维护操作步骤:1.展开财务管理下的系统维护,点击科目维护,进入初始页面2.点击新增按钮,编辑科目信息theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1.点击保存按钮,完成科目添加2、会计期间维护操作步骤:1.展开财务管理下的系统维护,点击会计期间维护,进入初始页面双击会计期间,可编辑该记录信息2.点击新增按钮后,新增会计期间记录.双击会计期间列表可编辑对应期间记录theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业3、期初账务数据维护操作步骤:1.展开财务管理下的系统维护,点击期初账务数据维护,进入初始页面2.选择机构,点击查询按钮theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1.双击一条查询科目记录,点击修改按钮,可编辑期初数据4、现金流量初始数据操作步骤:1.展开财务管理下的系统维护,点击现金流量初始数据,进入初始页面2.录入期初现金及现金等价物余额,点击保存按钮,完成初始化操作theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业5、启用财务系统操作步骤:1.展开财务管理下的系统维护,点击启用财务系统,进入初始页面2.选择机构以及开帐会计期间,点击确定按钮,完成初始化操作3.如果系统已经启用财务系统,进入初始页面时,系统提示”系统已经启用！”6、会计科目升级操作步骤：1．展开财务管理下的系统维护,点击会计科目升级,进入页面，注意查看页面的升级说明2．输入登录密码，点击保存就已升级成功。3．升级以后一部分科目号有变化，如贷款科目，放款贷方科目，还息贷方科目，还款还息借方科目。请您用系统管理员的帐号进入系统修改，方法如下：1）、展开系统维护下系统参数维护theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业2）、参数类别选择业务类，点击查询按钮。双击你要配置的科目，点击修改按钮，进行科目的配置3）、如贷款科目，会计科目升级后科目自动为1303，如果您需配置成1301，就把参数值里的1303改成1301，保存即可。九、出纳管理theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（一）现金日记账操作步骤:1.展开财务管理下的出纳管理,点击现金日记账,进入现金日记账页面2.点击新增按钮,编辑现金日记账信息3.完成编辑后点击保存按钮完成交易（二）银行日记账操作步骤:1.展开财务管理下的出纳管理,点击银行日记账,进入银行日记账页面theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1.点击新增按钮,编辑银行日记账信息2.完成编辑后点击保存按钮完成交易（三）现金盘点与对账操作步骤:1.展开财务管理下的出纳管理,点击现金盘点与对账,进入现金盘点与对账页面（四）银行存款对账操作步骤:1.展开财务管理下的出纳管理,点击银行存款对账,进入银行存款对账页面theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业十、信贷报表该模块设立的主要目的是查询信贷业务相关报表，主要分四个部分：统计分析、基础报表、统计报表、金融办报表。下面以相关信贷业务为例，介绍具体操作步骤。（一）统计分析1、五级分类分析（1）五级分类月度监theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（1）贷款五级分类汇总表（2）贷款五级分类情况统计表2、机构贷款余额查询分析（1）机构贷款余额(比上月)、机构贷款余额(比年初)theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（1）机构贷款月余额、季余额、年余额的趋势及分布查询theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业3、个人贷款（1）个人贷款结构统计表theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（1）最大十户借款人情况统计表4、机构贷款余额(本期)查询步骤：信贷报表->统计分析->机构贷款余额（本期）（二）基础报表1、贷款明细theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业1、在信贷报表中的基础报表里面还可以查询到：个人客户情况统计表、个人贷款明细表、企业客户情况统计表、贷款累计收回明细表、客户统计表（按机构）、贷款累计发放明细表、证件失效情况及证件查询、贷款发放收回监控总表、机构当月贷款收回情况明细月报表；我们可以通过设定不同条件查询贷款相关报表。（三）统计报表1、人民币贷款固定利率水平表（可以设定贷款时间段进行查询）2、行业五级分类统计表theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业（四）金融办报表1、资金来源录入（1）按月查询资金来源情况（2）新增资金来源录入（输入完资金来源点击保存）theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业2、机构情况录入theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业3、公司机构情况表公司4、资金来源情况表录入完机构资金来源及机构信息后，可用查询到公司机构情况表、公司资金来源情况表；也可以根据月份查询公司资金来源情况表5、主要经营指标月报表6、公司贷款业务状况表theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117 小额贷款公司北京金名创业theirownconditionstodevelopthecorrectroad,themaximumtoavoidinvestmentrisk,gainprofit.(three)vigorouslypromotethebrand.Toestablishbrandawareness,awarenessoftheuseofbrand,brandvalue,brandacquisitionperformance,enhancethecompetitivestrength.Concentratedmanpower,carefulplanning,packagingandpublicityofanumberofunique,marketinfluenceandcoverageofthebrand,theimplementationofkeybreakthroughs,toenhancethecompetitivestrength,walkingbusinessroadthecompetitionofalienationandcharacteristics,thepursuitofstabilityanddevelopmentofthemarket.(four)topromotetheintegrationofresources.Tofurtherbroadentheirhorizons,effectiveintegrationofresourceswithinthegroup,thecityresources,otherindustriesandregionalresources,mutualtrust,mutualbenefit,seekingwin-winprinciple,intheframeworkofnationalpoliciesandregulations,strictinspectionandargumentation,legalconsultation,examinationandapprovalprocedures,strictregulationofeconomicactivities,attractinjectionthesocialinvestmenttotheindustrygroup,toachieveleveragingthedevelopment,ensurethatthevalueofstate-ownedassets.(five)tostrengthentheconstructionmanagementpersonnel.Strengthenthemanagementofeducationandtrainingofcadresandworkersoftheexistingbusiness,firmlyestablishtheconceptofthemarket,enhancethesenseofcrisistoadapttomarketcompetition,thesenseofurgency,improvetheabilitytorespondtomarketcompetition,improvemanagementandoperationofthemarket.Atthesametime,accordingtotheneedofindustrialdevelopment,vigorouslytheintroductionofhigh-qualitymanagementmanagementpersonnel,andstrivetobuildahigh-qualityprofessionalmanagementteam,hardwork,andpromotetheentireworkforceknowledgestructure,agestructure,structureoptimizationandupgradingability,enhancecorecompetitiveness,adapttotheneedofmarketcompetition.(six)seriouslystudythepolicyforpolicy.SeriousresearchaboutsocialsupportthedevelopmentofculturalundertakingsinthecountryandtheXXpolicy,especiallythepolicyofindustrialdevelopment,financialinvestmentpolicy,financialpolicyandtaxpolicy,andactivelyseekpolicy,projectsandfunds,enterpriseandindustrygroupmissiontopromoteleapfrogdevelopment.117'