T/JNXXH 0005-2021 Financial Management Technology Digital Evaluation Guideline
T/JNXXH 0005-2021 Financial Management Technology Digital Evaluation Guideline
Basic Information
Scope
Scope: This document stipulates the basic principles, evaluation indicators, grade classification and representation, evaluation methods, and application of evaluation results for the digital evaluation of asset management technology. This document is applicable to the planning, creation, implementation, and evaluation of digital transformation of asset management enterprises, and can also be used as a basis for asset management enterprises to conduct digital transformation diagnosis, improve digital capability levels, and for third-party institutions to evaluate. Main technical content: This standard stipulates the basic principles, evaluation indicators, grade classification and representation, evaluation methods, and application of evaluation results for the digital evaluation of asset management technology. 1. Basic principles are stipulated according to four principles: scientificity, effectiveness, usability, and extensibility. 2. Evaluation indicators include five aspects: digital work mechanism, digital infrastructure, digital business applications, digital operation and management, and digital innovation and development. 3. Grade classification is based on the degree of digital transformation. According to the scores assigned by the evaluation indicators, a quantitative score is obtained, which is divided into five levels from high to low: Level 5, Level 4, Level 3, Level 2, and Level 1. 4. Evaluation methods are stipulated in the general principles, scoring methods, and grade division. 5. Application of evaluation results stipulates the application directions.