Client Profile: CITIC Securities Co., Ltd. was established in October 1995 and was listed on the Shanghai Stock Exchange in 2003. It was listed on the Hong Kong Stock Exchange in 2011 and is the first A+H stock listed securities company in China. Its largest shareholder is CITIC Financial Holdings Limited. CITIC Securities' business scope covers multiple fields such as securities, funds, futures, foreign exchange, and commodities. Through comprehensive financial services with full licenses, it fully supports the development of the real economy and provides various financial service solutions for domestic and foreign corporate clients, institutional clients, high net worth clients, and retail clients. At present, we have 7 major first tier holding subsidiaries with branches in 13 countries around the world, including more than 400 branches and outlets in China. Major holding subsidiaries such as Huaxia Fund, CITIC Futures, and Jinshi Investment maintain leading positions in their respective fields.
Requirement analysis:
Break the offline signing and manual promotion of physical seals, reduce mechanized operations, and resolve time and regional restrictions in signing ① Difficulty in document seal approval and control
According to the requirements of CITIC Securities, general non contract documents, investment bank non contract documents, and official documents are required to fully comply with the company's seal system, and undergo pre seal review, seal control, and post seal audit. The large workload and opaque process of seal management personnel not only increase the difficulty of responsibility tracing.
② Long stamping cycle in different locations
Seals are kept by dedicated personnel and used offline for business purposes. After the application review is completed, business personnel must independently print the stamping documents and go to the location of the stamping department to stamp. Sometimes, it may be necessary to travel back and forth from different locations, which not only affects the efficiency of stamping, but may also face queues and waste time. ③ The cost of offline signing is high. All branches of CITIC Securities are nationwide, and there are a large number of personnel, administrative, and business documents that need to be signed every year. In the long run, the number of various paper documents is increasing, which not only results in high storage costs and heavy manual sorting workload, but also easily leads to file loss, affecting the value of business data sharing. ④ A large number of personnel documents have been signed. The headquarters and branch offices of CITIC Securities have a large number of employees, and the signing cycle of personnel contracts is relatively long. It also includes various documents such as new signings, renewals, certificates, and internal company loan agreements. HR drafts and promotes the signing process, which is a heavy workload. Solution: Fully integrate "business data" and "business processes" with electronic signature applications, achieving full digitalization of business approval, signing, and archiving. This time, the contract lock integrates with CITIC Securities' existing Lanling OA office system and Jiayang EHR system, embedding identity authentication, electronic templates, electronic seals, and other functions into OA and personnel system processes through API interfaces. Various businesses such as personnel, administration, investment banking, and procurement can directly approve and call the contract lock page for online stamping in the process, allowing signed documents to be automatically synchronized and saved in the management software, changing the hassle of online approval and offline printing of paper documents for stamping, and improving efficiency.
Application scenario:
Scenario 1: Internal unilateral electronic signature scenario for investment bank documents/official documents.
For various internal single signature document signing scenarios such as CITIC Securities' income certificate product manuals, the contract lock integrates with CITIC Securities' existing OA platform, providing seal approval process, designated signing location, automatic stamping or page electronic signature, and file archiving services for CITIC's internal single signature through OA electronic processes.

Save the trouble of finding someone to sign and approve, printing paper documents, traveling to different places, queuing, and other stamping tasks in internal stamping scenarios, and improve the efficiency of stamping.

Scenario 2: Electronic signing of personnel documents
① "New signing of personnel contracts" Electronic signing scenario:
CITIC Securities has branches all over the country, with a large number of labor contract documents signed. The processes of new signing, renewal, and change consume a lot of HR time and energy. The contract lock is integrated with the existing Jiayang EHR system of CITIC Securities, providing electronic templates and electronic signing services for personnel contract signing. When signing a new contract, HR logs into the business system and opens the corresponding signing process to call the contract lock electronic template to create an electronic contract file. At the same time as initiating the signing, the system SMS notifies employees and moves them to sign the contract. The company also adds electronic seals online, supports multiple signing methods such as batch stamping and automatic stamping, and comprehensively simplifies the problems of large volume, mechanization, and slow progress of personnel contract signing.
② "Personnel Contract Renewal" Electronic Signing Scenario

For the contract renewal scenario, the contract lock can provide a contract expiration reminder service, help intelligently follow up on contract time, and assist HR in keeping track of employee contract expiration status at any time.
One click renewal can be initiated at any time, automatically drafting and generating electronic contracts through electronic templates, notifying employees to sign via SMS, stamping electronic seals internally online, automatically archiving documents, paperless throughout the process, preventing expiration and making it more worry free.
Application value:

Help build an electronic printing service platform, saving the trouble of offline printing and queuing for stamping. One process can be approved and stamped online in just a few minutes. Unified headquarters and branch seal control platform, ensuring that all business signatures are approved, recorded, and in compliance with regulations, preventing risks such as personal seals, blank seals, and counterfeit seals, and standardizing seal work. By building electronic signing scenarios, we gradually eliminate printing, express delivery, and paper consumption in personnel, administrative, and investment banking businesses, reduce business signing costs, and achieve lightweight management. Fully integrate with OA and personnel software, fully integrate personnel data, business processes, and electronic signature applications, achieve digital transformation throughout the entire process of business approval, stamping, and archiving, and accelerate the achievement of green and low-carbon development goals. Click to enter and try it for free now!