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    政大典藏 > College of Commerce > Department of MIS > Theses >  Item 140.119/36777
    Please use this identifier to cite or link to this item: https://nccur.lib.nccu.edu.tw/handle/140.119/36777


    Title: 網路服務環境用戶端理財代理人系統之研究
    Authors: 黃文杰
    Contributors: 楊建民
    黃文杰
    Keywords: 資訊系統整合
    金融控股
    XML
    Web Service
    SOA
    Date: 2002
    Issue Date: 2009-09-18 19:34:16 (UTC+8)
    Abstract: 摘要

    財政部於民國90年11月通過金融控股公司法,此法鼓勵了金融相關產業(證券、銀行、保險、基金等業務)朝向業務整合,擴張金融版圖方向努力。如此大規模的金融經營型態調整,不僅是金融體機構的整併,尚得藉由資訊系統的整合以發揮其最大效用。隨著網路人口的增加,Charles Schwab由網路下單服務所獲得的利益,日漸吸引金融業者的網路金融投資。在經濟衰退、失業率漸增、微利率的時代,民眾在理財上也就逐漸投注更多心力。

    有鑒於以上的發展,本研究乃著手收集相關文獻,整理分析相關知識作為研究基礎,利用具跨平台特性Java為開發工具且以銀行公會制定之交易訊息格式標準做為溝通的基礎,選擇以Web Service SOA作為系統模型,提出本研究的雛型架構,並實作雛型系統以驗證此架構的可行性。

    綜合本研究最大成果在於:(1)參考實際金融理財服務需求,建構鬆散性結構的金融服務。(2)透過具延展性、獨立性及可移植性平台做異質性的資訊系統整合。(3)提供用戶自行設定或是組合客製化服務,協助用戶輕鬆理財。

    為求本研究能發揮最大的貢獻,期望以下議題能有合適解決方案:(1)線上網路交易的付款機制能獲得網路大眾最大的信任。(2)金融產業結盟,以提供使用者最多選擇及理財整合。(3)政府長久規劃以整合現有金融資源,提升整體產業競爭力,邁向國際化。




    關鍵字:XML、Web Service、SOA、資訊系統整合、金融控股、理財
    Abstract

    The Ministry of finance enacted the Financial Holding Company Act in November 2001. The law encourages relevant financial industries, such as securities, banks, insurance, funds, and so on, in order to integrate business and expand financial territories. Such large-scale adjustment of financial management patterns indicates the incorporation of financial institutions, and it effectively develops itself to the most through the integration of information systems. With the increase of Internet population, Charles Schwab gradually attracts the financial investment on the Internet as a result of the benefits gained from the Internet service. In the era of economic recession, high unemployment rates and low interest rates, the public gradually put in more efforts in managing finances.

    As a result of the above-mentioned development, this research aims to collect relevant literature, and to analyze relevant background knowledge as the research foundation. The trans-platform Java will be adopted as the development tool, and the Message Format Specification of the business transactions established by the Association of Banks will be regarded as the foundation of communication. Moreover, Web Service SOA will be chosen as the system model, and the miniature structure of this research will be proposed. Finally, the miniature system will be practically established in order to test and verify the feasibility of this structure.

    The largest outcome of this research lies in: (1) the consultation of the service requirement in practical financial management in order to construct the financial service with loose structures, (2) the establishment of heterogeneity in the integration of information systems though the expanded, independent, and transplantable platform, and (3) the supply of the service on subscribers’ self-setup or the combination with customization in order to assist them in managing finances easily.

    In order to make the most contribution out of this research, it is hoped that the following issues can have appropriate solutions: (1) the payment mechanism in on-line business transactions can gain the public’s trust and confidence, (2) financial industries can form an alliance to provide users with the most choices and integration of financial management, and (3) the government plans to integrate the available financial resources for a long time to promote the competitiveness of the overall industries toward internationalization.

    Key word: XML、Web Service、SOA、Integrated Information System、Finance
    Reference: 參考文獻
    中文部分:
    1.王光儀,讓金融業打場真的e陣仗,e-CIO資訊傳真周刊,民國八十九年六月,頁22-27。
    2.楊建民,「金控理財趨勢下理財顧問專業之建置與管理」高峰論壇,經濟日報,民國九十一年十二月。
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    4.黃文石,Web Service現況與發展,軟體產業通訊48期,民國九十一年十月。
    5.楊仁達,網路服務-軟體開發的革命技術,軟體產業通訊44期,民國九十一年三月。
    6.洪瑞文,以代理程式協商建構動態供應鏈網路之研究,國立朝陽科技大學資訊管理學系碩士學位論文,民國九十一年七月。
    7.邱顯正,網際網路上產品資訊擷取代理人雛形之設計與建置,私立元智大學資訊管理學系碩士學位論文,民國八十八年七月。
    8.鄧煥友,以Jini為基礎並達成服務同步的代理人系統,國立中央大學資訊工程學系碩士學位論文,民國八十九年七月。
    9.陳秋琴,金融控股公司法在台灣進入WTO之後對金融產業的影響,私立逢甲大學會計與財稅研究所碩士論文,民國九十一年六月。
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    14.陳欽奇與趙莊敏,金融機構合併法對金融業的影響及其因應之道,台灣土地金融季刊第38卷第一期,民國九十年三月。
    15.陳春山,我國推動金融改革及金融控股公司法之成功要素,台灣經濟金融月刊,民國九十年十二月。
    16.童啟晟,銀行的金流發展策略,財金資訊雙月刊第二十三期,民國九十一年八月。
    17.王嘉昇,金融控股公司的資訊策略,財金資訊雙月刊第二十二期,民國九十一年六月。
    18.蔡博文,金融控股公司下IT整合與開發導向,財金資訊雙月刊第二十二期,民國九十一年六月。
    19. 陳正忠,黃中杰,曾順盈,XML教戰手冊,初版,松崗電腦圖書資訊股份有限公司,台北,民國九十年四月。
    20.黃中杰,洪菁譯,JAVA與XML技術手冊,初版,□峰資訊股份有限公司,台北,民國九十一年四月。
    21.陳嵩榮,SGML、XML、RDF文件標準比較與Metadata資料模式設計,輔仁大學圖書資訊學系碩士論文,民國八十七年六月。
    22.呂理玄,XML-Enabled網路銀行個人理財整合帳戶之研究,國立政治大學資訊管理學系碩士學位論文,民國九十年六月。
    23.張子文,XML-Based HTML Wrapper建置之研究在網路銀行個人帳戶資訊彙整服務上之應用,國立政治大學資訊管理學系碩士學位論文,民國九十年六月。
    24.張嘉任,以Web Services整合理財諮詢服務之研究,國立政治大學資訊管理學
    系碩士學位論文,民國九十一年七月。
    25.林玥玲,全球資訊網資源搜尋與整合之研究以XML Web Services之研究途徑,國立政治大學資訊管理學系碩士學位論文,民國九十一年七月。
    英文部分:
    26. A. McCright, "Writing Your First Web Service: A Tutorial", Web Services Journal, p4-9, June 2001.
    27. A. Roberts and J. Tauber, "The Web Services Revolution", 2001, Sun`s 2001 World Wide Java Developer Conference.
    28. D. Tidwell, J. Snell and P. Kulchenko, "Programming Web Services with SOAP", First Edition, O`reilly, December 2001.
    29. Etzioni, O., and Weld, D. S., "Intelligent Agents on the Internet: Fact, Fiction, and Forecast," IEEE Expert, August 1995, pp.44-49.
    30. IBM Web Services Architecture Team, "Web Services architecture overview The next stage of evolution for e-business IBM Web Services Architecture Team, September 2000.
    31.J. Pritchard, “COM and CORBA Side by Side”, Addison-Wesley。
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    網頁部分:
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    47. Google,http://www.google.com
    48. UDDI,http://uddi.org
    49. W3C,http://www.w3.org
    Description: 碩士
    國立政治大學
    資訊管理研究所
    90356026
    91
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0090356026
    Data Type: thesis
    Appears in Collections:[Department of MIS] Theses

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