Jumper Level 1 Document Management Software

Jianpu Jianpu Professional Management of Fixed Assets and Archives 2024-05-4 15:34 Guangdong

I. Product Overview

    In accordance with the "Notice on Further Strengthening the File Management of Rural Cooperative Financial Institutions in Guangdong Province" issued by the Provincial Rural Credit Union Federation (Guangdong Rural Credit Union Federation Office Document No. [ ]),2016〕240Paragraph No. (X) requires that we further enhance the management of the primary credit archives, promote the institutionalization of the management of primary credit business archives, and scientifically manage the primary credit business archives. We are committed to advancing the informatization and centralized management of primary archives at Guangdong Heyuan Rural Commercial Bank Co., Ltd. (hereinafter referred to as "our bank"). This department plans to deploy primary archive management software on top of the existing credit secondary archive management software. We will implement informatized management of primary archives, establish management systems and archive circulation approval processes through the software, achieving digitization of archive media, systematization of the archive management system, and informatization of archive queries. This will enhance the security of primary archives, save management costs, and meet the credit management goal of "compliance-based operation and strict credit control." In line with our bank's实际情况, a special work plan is hereby formulated.

Section II: Definition of Prime Credit File Documentation

First-tier credit file materials include: evidence of collateral rights used for credit collateralization/Real Estate Registration Certificate, Real Property Ownership Certificate/Real estate certificate, land use permit, property insurance policy, bank deposit slip, warehouse receipt, stock/Stock certificates, securities, bank acceptance drafts, discounted bills, and all other proof documents of collateral, ownership certificates of debt assets (applicable to situations of asset redemption for debt), loan债权certificates, overdue loan collection notices, loan litigation documents, and any other documents deemed equivalent to first-level档案 management by the bank.

III. Promotion of centralized management and informationization of first-class credit file

Deploy a standalone document management software, configuring the system interface, ledger reports, work order processes, etc., according to the first-level document management requirements. The document system can also adapt flexibly to any changes in management needs such as approval processes in the future. Purchase scanners and other equipment to set up a scanning production line, efficiently completing the scanning and uploading tasks. The Operations Management Department independently manages the system, establishes a weekly plan for the transfer of first-level documents among various institutions, and aims to complete the scanning and uploading of existing first-level documents within three months.

To enhance operational efficiency, during the system launch phase, a dedicated office should be established for receiving scanned first-level documents, equipped with surveillance devices. The document office must be fitted with2Person1Person in charge of electronic scanning.1Person responsible for handover, receipt and verification, label printing, and shelving. Determine among1Manually assigned team leader, responsible for project progress and quality.

4.File room construction

（1） Please refer to the following illustration for the construction of a first-level archive room in the rural and commercial bank:

（2） Archival drawer or compact shelf row, group, and layer precise location labeling, please refer to the image below:

（3） Establish a tagged physical archive management system, clearly mark the locations of archives, and implement shelf management and rapid inventory through barcode scanning to enhance management efficiency.

Section 4: Introduction to the "Jianpu Level 1 Archive Management Software V4.0" Edition

（1） Mature and stable software platform

n Jumper Level 1 File Management SoftwareV4.0Primary Archive Version (hereinafter referred to as: Jimp)Grade AFile software)2007Year to dateV4.0Version, successfully implemented for multiple customer cooperatives within and outside the province.

n Various agricultural cooperative organizations for the first-level archives (other rights certificates)/Real Estate Ownership Certificate, Rights of Others Certificate/State-owned land use right certificate, right certificate/Forest rights certificate, bank deposit slip, other rights certificate/Stock certificates, securities, bank drafts, property insurance policies, real estate sales receipts, and other items used as collateral have varying detailed requirements. SimpArchives software continuously integrates and refines from each customer case, growing into a prominent professional software brand in the industry.

n Jumper Archiving Software requires minimal secondary development, can be customized to meet the management needs of various agricultural cooperatives, significantly shortening the project implementation cycle, costs, and maintenance workload.

（2） Fully Customizable Platform

n Different agricultural cooperative organizations have their own characteristics in managing first-level archives, such as the requirements for collected information, operational standards and approval processes, management permissions at various levels, ways of displaying reports, attributes that need to be managed, and the styles of documents, etc. Software is just a tool and cannot dominate the actual management model, forcing it to accommodate the inherent software model. Custom development also involves issues of time and cost.

n The Janpu Document Software is a powerful fully customizable platform that can rapidly define software details according to the actual needs of the client, as shown in the following figure.

As agricultural cooperative organizations continue to expand, the demand for credit file management will also evolve. A customizable platform can adapt to future management requirements for compatibility and scalability.

（3） Customized Management Systems and SOPs for Various Processes

Based on the current management system and actual management status of the rural and commercial bank, combined with the implementation experience from other cases, we tailor a custom档案 management system for clients. We establish operational standards for all stages of档案 circulation (such as physical档案 organization, handover, high-speed scanning, boxing, and shelving, etc.), to better apply the档案 management system in daily档案 management work and to ensure the implementation of the system.

Archiving Process: OrganizeàDocument Information EntryàPrinted BarcodesàApply barcodeàCancel OrderàScanàImage EditingàUploadàBoundàPackagingàListed.

（4） Primary files are centrally stored and managed with full process informationization.

·       Establish a file system with detailed first-level档案 requirements

Section 5: Companion Hardware

· High-Speed Flatbed ScannerFang ZhengFounder） F3810Tablet ScannerA3Colorful High-Definition Quick Scanner

·       Barcode Printer (2D Label Printer) DeShiDL-630

·       Data Collector: Blue EaseAC208

Six, Implementation and Organization: Establish a Leadership Group for Promotion.

To ensure the smooth implementation of the centralized information management of first-class files, clarify work tasks, and fulfill responsibilities, the headquarters has established a promotion work leading group. This group is headed by the分管领导 (Division Leader), and includes members from the Operations Management Department, Office, Risk Management Department, Legal Compliance Department, Technology Center, Corporate Business Department, Microfinance Department, and other departments.ALeadership group composed of branch-level managers. The office of the leadership group is located within the Operations Management Department, and is headed by the General Manager of Operations Management as the Office Director. Members are comprised of key personnel from the Operations Management Department, responsible for tasks such as formulating construction plans, implementing construction projects, and compiling summary reports.

The implementation plan is as follows: see the table below.

--------------------------------------------------------------------

Contact Us:

Guangzhou Jinpu Computer Technology Co., Ltd.

Company Address: 2/F, Building 208, Haizhu High-tech Industrial Innovation Park, Haizhu District, Guangzhou City, Guangdong Province

Guangzhou Haizhu Science and Technology Innovation Park

No Chinese content provided.

Phone Number: 020-89226423 / 18022395430; Fax Number: 020-89895075

Email: jianpu@JP2006.com Company QQ: 2210803422