Enterprise practice ｜ construction of banking operation and maintenance index system under complex business relations

background

Bank IT The system is in the cloud 、 Containerization 、 Centralization 、 Microservices and other architectures are in the process of iterative evolution , The relationship between system architecture and business call is complex , Operation and maintenance management is becoming increasingly difficult . Most banking systems adopt the chimney construction method , Data exchange is difficult , The operation and maintenance team is unable to respond in time 、 Find and solve problems in time . at present , The banking industry as a whole has the ability to collect relatively complete information in combination with business scenarios IT The ability of indicator data , A set of index data analysis system is urgently needed IT Management and business analysis provide quantifiable 、 visualization 、 Intensive decision support .

However , China's banking industry will meet the following challenges in the process of implementing the index management system ：

• The challenge of coordinating the overall operation and maintenance of data sources

China's banking industry is in the transition period from traditional banking to Internet banking , Cloud computing 、 Big data and other emerging technologies are also gradually developing , And banking needs a lot of IT Computing power and real-time response speed can meet the demand of continuously launching innovative business . in short , The data level of banking operation and maintenance data sources is increasing , The expectation of real-time processing response time of business departments is decreasing .

Besides , For the indicator data of a single business unit , You can rely on your personal experience in business scenarios to quickly make judgments and apply them to IT Operation and maintenance management . But the banking system will produce massive index data all the time ,IT Managers can't judge the importance of indicator data to the business 、 priority , There is no way to sort out the relevance between indicator data and business , Thus, it is impossible to focus on the indicator data in a business scenario , As a result, the index data can not play its potential value .

• The challenge of continuous innovation of intelligent algorithm library

The digital transformation of China's banking industry is challenging IT How to organize and manage , Technology is increasingly integrated into the business ,IT No longer limited to support technology , It's the driving force of innovation . The banking industry has its own characteristics , The demand for accelerating innovative business is imminent , The intelligent algorithm model for business scenario Innovation is the only way to solve this kind of demand .

• Heel run Intelligent operation and maintenance Challenges of new theories

Intelligent operation and maintenance has been developed for many years , But it's still in the exploratory stage . Continuous learning is needed in the practice of index management system 、 Absorb the information from the field of intelligent operation and maintenance, such as ITIL 4 and IT4IT And so on , Only in this way can the index management system play a great role in promoting business intelligent operation and maintenance .

Bank Index management system The ground of actual combat

A set of perfect index management system should be based on the enterprise business and management IT Top level planning of operation and maintenance management , Classify the isolated data of each business system 、 Hierarchical management , So that through more systematic 、 A more hierarchical way to display the indicator data of business scenarios , Make it data driven 、 Business operation and maintenance oriented monitoring and management , Give Way IT Administrators are able to put complex IT The management work should be upgraded and simplified , In improving IT At the same time, improve the overall efficiency of the enterprise IT Operational efficiency .

Implementation plan

A bank index management system implementation landing project Based on the top level index management drive , From a business perspective , Take the business scenario as The theme 、 With business continuity as its purpose , By facing the business scenario 、 Forward comb IT Call chain 、 Reverse access to data sources and other implementation steps , Finally, we build a set of health evaluation system with an overview of all business scenarios 、 Overlooking the multi-dimensional IT Index management system of index and other abilities .

First , Starting from the core business scenario of the bank , Through the professional operation and maintenance database platform of the application system IT Data sources and business data sources for unified data collection 、 Index extraction and data storage ; after , According to the characteristics of banking business and the needs of business departments , Conduct index management system consultation 、 research , Yes IT Data and business data for index carding and program construction , Form index standard and implementation system ; then , Combine the index standard with the implementation system to manage the index system , Finally, the construction of the bank's index management system is completed by means of functional modules and platform mode . meanwhile , According to the daily operation and maintenance scenarios of the banking industry , In the upper application of index management system platform, the workbench is realized 、 Visual control and AIOps And other functional modules .

Index system construction

1. Business Research ： Focus on business scenarios 、 Sort out business indicators

Through business research , Sort out the bank's core business , Including offline payment （ such as ： Over the counter deposit ）、 Online payment （ such as ： Mobile Banking ）、 Wealth management, etc , According to business attention and user experience impact , At the same time, combined with the report of the business department and the business indicators that leaders refer to when making decisions , Sort out the key indicators of core business scenarios , Examples are as follows ：

2. Data access ： Topology IT Call chain 、 Measure technical indicators

After research, the bank IT Data of system and automation configuration platform , Sort out the application system supporting the core business of the bank , For example, Omni channel payment system 、 Payment front end system 、 Payment and clearing system, etc ; Every business system has a complete IT System , According to the monitoring status and index attention of the core business system , According to the dependence of top-down call chain, it is divided into five layers of technical index monitoring system ： application layer 、 Service layer 、 Middleware layer 、 Process layer （ Virtual layer ）、 Host layer , Combined with the experience of index management system construction of several bank cases, the index management system construction of monitoring source is carried out , Build the relationship matrix of each layer index depending on topology , Examples are as follows ：

The technical indicators of the above layers are an independent real-time serial data stream , Through the configuration item data of the bank automation configuration platform, the call chain topological network between the technical indicators of each layer is established , Examples are as follows ：

3. The model configuration ： Quantify business focus 、 Modeling indicator health

After the completion of the index management system hierarchical structure , Combined with core business indicators , The weight of each index is evaluated by the result oriented reverse thinking ： The stability of business index depends on the stability of business subsystem 、 The stability of the business subsystem depends on IT The stability of the application system 、IT The stability of the application system depends on IT Stability at all levels of the system 、IT The stability of each level of the system depends on the stability of each technical index , So when the atomic level technical indicators are unstable, how to upgrade the risk and penetrate upward ？ Through the level evaluation of technical indicators 、 The method of weight distribution is to calculate and quantify the influence of each technical index .

for example , Counter deposit is the core basic business system , Need from Life and death line indicators 、 Key indicators and Standard indicators Three dimensions are used to model the health of counter deposit business ：

The life and death line index of counter deposit ： Deal success rate ; A single indicator of business availability .

How to calculate the success rate of a transaction ： Divide the number of successful transactions per unit time by the total number of transactions per unit time .

Key indicators of counter deposits ： Request success rate 、 Mean response time ; A set of technical indicators that directly affect the business situation .

Interpretation of indicators ： When the success rate is lower than the expected threshold , Direct description of the end user when using the counter deposit function , Business operations fail frequently , And then affect the user experience , Lead to an increase in customer churn .

The standard indicator of counter deposit ： Memory usage 、CPU Usage rate ; Single monitoring technical index related to business situation .

Interpretation of indicators ： When the physical resources of the host layer CPU Usage rate 、 When memory utilization rate rises suddenly , May cause IT The instability of single node in application system , But in micro service 、 In the context of distributed architecture, the risk will not spread to the business layer .

The index of life and death line index 、 Key indicators 、 The classification and rating of standard indicators is to more accurately quantify the weight of each indicator on the health of business topics , It is an important factor in modeling the health of business scenarios , That is to say, the health score of the business scenario is obtained by calculating the weight of all technical indicators .

By definition, health 、 After setting the weight , Establish a health model covering counter deposit business , Examples are as follows ：

4. The whole picture ： Workbench overview business scenario 、 The application wall overlooks the index situation

Worktable is the upper application of index management system , It carries the design concept of index system management , That is, from the business scenario wall 、 Application wall 、 Service wall 、 Middleware wall 、 Check the health status of each layer with the host wall and other tabs ; Through unified management of business indicators and IT Indicators of health , And then support the linkage view from the business scenario wall IT The health status of technical indicators of each layer of the system , Ultimately guarantee the continuity of business operation and maintenance .

• The operation and maintenance perspective of the business unit

The business department overviews the health score of each business scenario through the business scenario wall , Click business scenario to view the topology of the sub business system that the business scenario depends on , By color （ Green means health 、 Orange means danger 、 Red means disaster ） Intuitive understanding of the business subsystem in each IT The running situation of the application system , Click on IT The application system supports viewing the running status and trend chart of key indicators , Enabling analysis of the health of business scenarios , Pinpoint the source 、 Improve the efficiency of inter departmental communication .

Business perspective - The business subsystem depends on the topology

Business perspective - In depth analysis of operation and maintenance situation of business subsystem

• The operation and maintenance perspective of the Technology Department

Operation and maintenance department through the application wall 、 Service wall 、 Middleware wall 、 Host wall Overview IT The health score of the technical indicators of each layer of the application system , Click to see the person in charge of the Department IT After applying the system, you can see that IT The index system topology of each layer of the system , Click the instance object of each layer to view the running status of each index object of the instance object 、 Trend charts and other real-time data , Enabling investigation IT Abnormal items of system technical indicators , Prevention in advance 、 Warning in the event 、 Back in the hindsight , Change the mode of operation and maintenance 、 Improve operation and maintenance efficiency .

O & M perspective - Three dimensional topology of the application system

O & M perspective - In depth analysis of index situation of case objects

Summary and prospect

The achievements of the above bank index management system can be summarized into the following two aspects ：

• Through the three-dimensional construction concept of hierarchical series call chain, the integrity of operation and maintenance process is enhanced ： Opened the IT Call Association of application systems at all levels of operation and maintenance process , End to end coverage , guarantee IT Continuity of system operation and maintenance 、 Improve the overall system operation and maintenance efficiency .

• By combining the topology visualization design concept of business and operation and maintenance, the efficiency of business operation and maintenance is improved ： It improves the transparency of business cohesion, operation and maintenance , Optimization based on measurement driven process , So as to build efficient collaboration 、 An organizational culture of high empowerment and continuous improvement .

Banking IT The system construction is in the stage of upgrading and evolution , The bottleneck of business operation and maintenance also exists “ To move around ”. The index management system will also be refined in the process 、 The algorithm is intelligent 、 In the direction of integration of operation and maintenance 、 Take advantage of the situation .

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