[Solutions] Document management of financial industry: Safe and reliable data flow and Application

Because of its special industry attribute, the financial industry, Taking information security as the lifeline of enterprises, There are extremely high requirements for data management and control. on the other hand, Due to security factors, personnel in the financial industry have limited access to files, It is difficult to achieve a convenient and efficient work experience in sharing and collaboration, Unable to improve work efficiency.

stayFinancial industryIn the business system, VariousStructured dataOften have a more comprehensivesafety protection , But the documents stored in employees' computers are scattered, data, image, Audio and video, etcUnstructured dataBut almostLess than unified management.

The financial industry generates new projects every day, Every project produces many documents, Such as customer correspondence, Contract documents, Project tracking documents, etc, And different areas will be required, Collaboration between colleagues in different departments, Lack of reliable and convenient file collaboration platform, It makes it difficult for project members to search, visit, Share required files.

at present, The document management in the financial industry mainly has the following problems:

• Business information containing important data is scattered on personal computers, Unable to effectively centralize management and backup;  Various application systems are separated from each other, Many data islands exist;

• FTP, NAS storage, Windows File sharing has compliance and concurrency problems;

• Files are stored locally, Mobile hard disk, etc, It is difficult to call in different places, Low flow rate;

• Documents need to be transferred across departments, to examine, People often find people, No one found, Cause business delay. . .

• It is difficult to guarantee the security of access during the project, Project contract, Important correspondence documents of customers, There is a risk of disclosure in the market operation plan;

• Massive files, Difficulty in searching information, File versions are often confused;

FangcloudProvide centralized storage and management of massive files for the financial industry, Multi level user authority control and the highest level of data security, meanwhile, Multi terminal synchronization, 100+Format direct Preview, Online editing, Mobile access, Message reminders and other functions allow enterprise employees to accessFangcloudThe platform has a simple and efficient office and collaboration experience.

Data security and risk control

Financial product information, Customer declaration materials, Bill image, Insurance policy, Contracts are scattered on employees' computers, Limited computer storage space, Desktop data dispersion, No unified management, Not conducive to compliance inspection, Tamper proof. Once the equipment is damaged or lost, Employee turnover, Will cause the loss of important digital assets.

U Disk and other media are easy to cause viruses to destroy important data, conventional Windows File sharing lacks log monitoring of employee file usage, Inconvenient for safety audit, The industry compliance cannot be fully satisfied. Yifang cloud provides massive storage space, Provide unified storage and backup of enterprise files.

The computer synchronization terminal saves employees' daily work files to the cloud in real time, Realize insensitive file summary storage. Online banking level security strategy, Adopt transmission storage full link encryption, File upload, download and use HTTPS transport protocol, The file itself was transferred twice during transmission AES CTR 256 Algorithmic streaming block encryption, And up to four copies of user data are encrypted and saved through remote backup, Data is distributed on different storage platforms, Take sufficient measures for disaster tolerance, elimination and attack prevention.

Enterprises can establish a document management framework according to the organizational structure, Product information, Marketing plan, Set file access permissions for relevant departments corresponding to documents such as operation data, Secure access boundaries for files. For different levels, Employee settings file owner for role, Uploader, Editor, Different permissions such as viewer, The administrator can view the detailed file operation log in the background. Documents shared externally can be time limited through sharing, Permission setting, Link tracking and watermark settings prevent illegal or malicious disclosure of important data.

Internet mobile file access and use

Documents of banks and other institutions are mainly stored on the intranet, Employees work from home, a business travel, Visit customers, etc, Only through U Disk copy data, If the modified document is not updated to the Intranet in time, it will easily lead to version confusion and inconsistent information.

In order to improve the security of internal documents, many financial enterprises still use the traditional Windows Shared server or FTP Server is an important tool for document summarization and distribution, How to target the organization more finely, Set and control different permissions for folders and even individual files, There are great limitations.

Yifang cloud support web end, Local synchronization end, Mobile multi terminal login, Employees can access their work files through various devices anytime, anywhere, And synchronize your work content in real time, When leaders or employees of some business departments need to work at home or on business trips, Access required materials anytime, anywhere directly through the cloud platform, When modifying the file, it is automatically saved to the cloud and the historical version information can be traced at any time. On the way to travel and visit customers, You can also access product information and other documents through the mobile terminal, Approve documents requiring urgent treatment, Comment reply, etc.

in addition, Full text search function of Yifang cloud, You can quickly find and locate the information you need with only one keyword. Platform support Word, Excel, PPT And other common office documents, Audio and video, and PSD Direct preview of professional format files such as, Quick and convenient access to information.

 Multi branch/Cross department file sharing and collaboration

bank, negotiable securities, The internal structure of insurance and other industries is huge, Cross department, There are information islands across regions, Not sharing information with each other in time, High cost of work communication. For example, the distribution of headquarters marketing materials, Sales skills/Case sharing, etc, mail, QQ There are certain risks in transmission, And frequent transmission is required when the version changes. In order to improve the security of internal information, many financial institutions, prohibit U Use of disk, And email sending will be limited by the capacity and number of attachments, This makes file sharing inconvenient between colleagues or customers.

Yifang cloud through the establishment of shared folders, One click file sharing and other functions help departments establish a rapid information sharing method suitable for enterprise behavior. Product marketing materials, Sales indicators, Real time synchronization of relevant departments of data report, Ensure high consistency of team information. meanwhile, Flexible multi-level permission setting and shared link control, The setting of file watermark can ensure the security of shared files.

Flexible hybrid cloud deployment

one side, Relying on cloud computing versus traditional IT Advantages of the model, Private cloud in bank, The penetration rate of areas subject to regulatory and security level restrictions in telecommunications and other fields has increased; on the other hand, With the stability of public cloud, Continuous improvement of reliability, More and more large enterprises are willing to deploy public cloud. Financial enterprises limited to private cloud, Often unable to enjoy the rich resources of the public cloud, making enterprise data really move. This is also why the general trend has long been "cloud" The financial industry is just a distant view.

in consideration ofFinancial industrySpecial data sensitivity, Yifang cloud proposed to adoptHybrid cloudMode of, To better meet the needs of the financial industry for data storage diversity, Breaking the traditional private cloud development cycle is long, Update difficulty, High deployment cost defects, Improve the financial industry for SaaS Product acceptance, Let them enjoy more cloud service value:  

•  Enterprise core data 100%controlled, And realize extremely fast transmission in the intranet;  

• Give enterprises maximum storage flexibility, In private, Choose between public storage, And Yifang cloud supports interoperability between private and public storage;  

• Maximize the value of enterprise data by using Yifang cloud public cloud computing platform, Include Preview, search, synchronization, Online editing, Global acceleration and security capabilities.

The financial industry needs a secure and centralized management platform to store important files, Can easily achieve cross regional, At the same time of collaborative work between cross departments, Build a safe and reliable network information environment, So that every employee can, The required files are retrieved from the centralized management platform, Quickly improve enterprise work efficiency. The innovative document management method of Yifang cloud helps the financial industry better adapt to the changing financial environment.