BOCOM SLD Fund Management Co., Ltd.: a Sino-foreign fund company with commercial bank background. Addressing pain points such as chaotic document versioning and inefficient collaboration in investment research and risk control, we delivered a fully custom intelligent document collaboration system—digitizing the entire authoring flow with task decomposition, permission control, smart merging, and knowledge accumulation.
Present real post-launch improvements with quantifiable business metrics, making project value more intuitive and easier to understand.
Cross-department document collaboration efficiency improved
Complex document authoring cycle shortened
Document version error rate reduced to
BOCOM SLD Fund Management Co., Ltd., founded in 2005, is among China's first fund managers with a commercial bank background and a leader among Sino-foreign fund companies. Headquartered in Shanghai with branches in Beijing, Guangzhou, Chengdu, and other core cities, it serves millions of investors with safe, convenient fund and asset management services through bank, brokerage, and direct-sales channels nationwide, backed by strong shareholders and professional qualifications.
Chaotic document versioning and inefficient consolidation risk losing key information and hold up projects.
Structured task decomposition with intelligent merging and unified editing ends document chaos
Knowledge assets are scattered across systems and individuals, hard to control for compliance, with leakage risk
Fine-grained permission control and financial-grade security auditing safeguard data access and operations
The system supports splitting target documents into multiple independent sub-chapters by logic, flexibly assigned to different owners for parallel authoring. Once chapters are complete, the system automatically merges them into the full document per the preset structure and sequence, ensuring consistent formatting and versioning. Deep full-code customization precisely fits financial documents' unique authoring standards and collaboration processes. After launch, cross-department document collaboration efficiency improved by 70% and complex document authoring cycles shortened by 60%.
The system enforces chapter-level edit, view, and review permissions, with a customizable draft–review–proof–publish workflow embedded. All final versions and historical versions are automatically archived to the knowledge base, supporting tagged classification, full-text search, and reuse to build an enterprise knowledge graph. Full-code in-house development ensures financial industry information security standards are fully implemented—every operation is logged and content is traceable—with document version error rate reduced to 0%, providing strong digital support for continuously accumulating and iterating investment research capabilities.
Chaotic document versioning and inefficient consolidation risk losing key information and hold up projects. Structured task decomposition with intelligent merging and unified editing ends document chaos. QingDaYun implemented the corresponding system modules through custom development, proven effective across multiple FinTech projects.
Knowledge assets are scattered across systems and individuals, hard to control for compliance, with leakage risk. Fine-grained permission control and financial-grade security auditing safeguard data access and operations. QingDaYun implemented the corresponding system modules through custom development, proven effective across multiple FinTech projects.
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QingDaYun provides custom digital system construction services for enterprises, with 100+ projects delivered.