（1）Intelligent account opening process

Real-name authentication: support ID card OCR identification, living body detection, bank card four elements verification.

Electronic signing: integrate the third-party electronic signature, automatic contract generation, signing status and real-time synchronization.

Progress visualization: Customers can view the audit progress in real time through the mobile terminal, and automatically notify key nodes by SMS / email.

（2）Dynamic business configuration

Form template library: preset securities account opening standard field (such as risk assessment, investment experience), support drag-and-drop custom expansion.

Agreement management: flexible configuration of account opening agreement template (such as "Securities Trading Risk Disclosure Letter"), support multi-language version.

Audit process engine: set the multi-level audit rules according to the business type (such as joint account opening requires double verification).

（3）Operation management tools

Customer management: centralized storage of customer data, support for label classification, batch export and data analysis.

Bill and billing: The prepaid / post-payment mode is optional, which automatically generates dosage bills (subscribe by the number of account opened or package).

Data billboard: real-time statistics of the number of account opening success, the number of customers, the number of invitations and other core indicators.

（4）System security and integration

Rights control: support RBAC model, assign data access rights according to role (if account manager only visible customers).

Audit log: record all user operations (such as contract modification, permission change), and support backtracking and compliance audit.

API integration: provide OpenAPI and Webhook, quickly connect with brokerage core systems, CRM and third-party risk control platform.