KR20100011782A - System and method for providing item transactions service by using self planner and recording medium - Google Patents

System and method for providing item transactions service by using self planner and recording medium Download PDF

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Publication number
KR20100011782A
KR20100011782A KR1020080073145A KR20080073145A KR20100011782A KR 20100011782 A KR20100011782 A KR 20100011782A KR 1020080073145 A KR1020080073145 A KR 1020080073145A KR 20080073145 A KR20080073145 A KR 20080073145A KR 20100011782 A KR20100011782 A KR 20100011782A
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South Korea
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information
item
user
self
server
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KR1020080073145A
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Korean (ko)
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이주호
이나리
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주식회사 이메타
이주호
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Priority to KR1020080073145A priority Critical patent/KR20100011782A/en
Publication of KR20100011782A publication Critical patent/KR20100011782A/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

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  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

PURPOSE: A system and a method for providing item transactions service by self planner and a recording medium thereof are provided to use stock trading service based on the information received through the self planner. CONSTITUTION: The buying(or selling) request information is inputted in a terminal(925). The terminal transmits the buying(or selling) request information to the server(930). The server changes the buying(or selling) request information into the protocol corresponding to the object stock firm server(940). The transformed buying(or selling) request information as described above is transmitted to the stock firm server(945). The server receives the return information corresponding to the buying(or selling) request information(950). The received return information as described above is registered in the self planner(955).

Description

System and Method for Providing Item Transactions Service by Using Self Planner and Recording Medium}

1 is a diagram illustrating a self-planner system for providing a home trading service through a self-planner according to an exemplary embodiment of the present invention.

FIG. 2 is a diagram illustrating a system of interest registration for registering interest items for requesting information on one or more stock items according to an embodiment of the present invention.

3 is a diagram illustrating an information registration process for registering an item of interest for requesting information on one or more stock items according to an embodiment of the present invention.

4 is a diagram illustrating an information registration process for registering an item of interest for requesting information on one or more stock items according to an embodiment of the present invention.

5 is a diagram illustrating a system for registering stocks for holding stocks for requesting information on one or more stocks according to an embodiment of the present invention.

FIG. 6 is a diagram illustrating an information registration process for registering a holding item for requesting information on one or more stock items according to an embodiment of the present invention.

FIG. 7 is a diagram illustrating an information registration process for registering a holding item for requesting information on one or more stock items according to an embodiment of the present invention.

8 is a diagram illustrating a self-planner system for providing a home trading service for one or more stock items registered or held by a user according to an embodiment of the present invention.

9 is a diagram illustrating a process for providing a home trading service for one or more stock items registered or held by a user according to an embodiment of the present invention.

FIG. 10 illustrates a process for providing a home trading service for one or more stock items registered or held by a user according to another exemplary embodiment of the present invention.

<Description of main parts of drawing>

100: information registration server 105: self-planner server

110: securities company server 115: user terminal

The present invention provides a request for inquiry of stock information of a user's own stock provided through the self-planner, and after providing it through the self-planner, if the user confirms the request for selling the stock, receiving the same; And, in response to the received selling request information, identifying a securities company in which the stock held by the user is deposited, and transmitting the received selling request information to the securities company server. It relates to a transaction service providing method.

Due to the development of information and communication technology, HTS (Home Trading System) that receives stock trading information provided by financial institutions using a separate program, provides it to the user, and then checks it to use the stock trading service. The service is now widely used by those who trade widely.

However, when a user makes a stock transaction through a plurality of securities companies, and needs to use a plurality of HTSs, there is an inconvenient problem of executing a securities transaction using a plurality of programs, respectively.

An object of the present invention for solving the above problems, the request for the item information on the user's holdings provided through the self-planner, and after providing this through the self-planner, the user who confirmed this sells the holdings Means for receiving the request, means for identifying a securities company in which the stock held by the user is deposited in response to the received selling request information, and means for transmitting the received selling request information to the securities company server. In providing an item trading service providing system using a self-planner including a.

According to the present invention, a method of providing a trading service using a self-planner, requesting stock information on a user's own stock provided through the self-planner, and providing the same through a self-planner, the user confirming the owned stock Requesting to sell, receiving the request, identifying a securities company in which the stock held by the user is deposited in response to the received selling request information, and sending the received selling request information to the securities company server. It characterized in that it comprises a step of transmitting.

In addition, the step of transmitting the received sell request information to the securities company server, characterized in that it further comprises a protocol conversion processing step for transmitting the received sell request information to the confirmed securities company.

The present invention includes a computer-readable recording medium characterized by recording a program for executing the above-described method for providing the item trading service using the self-planner.

The system for providing a trading service service using the self-planner according to the present invention requests a stock information inquiry on a user's own item provided through the self-planner, and provides the same through the self-planner, and the user who confirms the information is held by the user. A request for selling the item, means for receiving the request, means for identifying a securities company in which a user-owned item is deposited, in response to the received selling request information, and the received selling request information for the securities company server. It characterized in that it comprises a means for transmitting to.

Hereinafter, with reference to the accompanying drawings and description will be described in detail the operating principle of the preferred embodiment of the present invention. However, the drawings and the following description shown below are for the preferred method among various methods for effectively explaining the features of the present invention, the present invention is not limited only to the drawings and description below. In addition, in the following description of the present invention, if it is determined that a detailed description of a related known function or configuration may unnecessarily obscure the subject matter of the present invention, the detailed description will be omitted. Terms to be described later are terms defined in consideration of functions in the present invention, which may vary according to intentions or customs of users or operators. Therefore, the definition should be made based on the contents throughout the present invention.

In addition, preferred embodiments of the present invention to be carried out below are provided in each system functional configuration to efficiently describe the technical components constituting the present invention, or system functions that are commonly provided in the technical field to which the present invention belongs. The configuration will be omitted, and described mainly on the functional configuration to be additionally provided for the present invention. If those skilled in the art to which the present invention pertains, it will be able to easily understand the function of the components that are conventionally used among the omitted functional configuration not shown below, and also the configuration omitted as described above The relationship between the elements and the components added for the present invention will also be clearly understood.

In addition, the following examples will be used to appropriately modify the terms so that those skilled in the art to clearly understand the technical features of the present invention to effectively understand, but the present invention It is by no means limited.

As a result, the technical spirit of the present invention is determined by the claims, and the following examples are one means for efficiently explaining the technical spirit of the present invention to those skilled in the art to which the present invention pertains. It is only.

1 is a diagram illustrating a self-planner system for providing a home trading service through a self-planner according to an exemplary embodiment of the present invention.

In more detail, FIG. 1 shows self-plan information for each user registered from a user terminal 115 used by a user in a self-planner server provided on a communication network, or self-plan information for each user identified from one or more affiliated servers. When a user requests a purchase (or sell) of one or more items of interest and / or holding items registered by the user using a self-planner that provides a self-planner service for each user, the one or more securities companies in the user's name As a configuration of a self-planner system for providing a home trading (HT) service through an open stock trading account, a person having ordinary technical knowledge in the technical field to which the present invention pertains may refer to FIG. Self-planner system for providing a home trading service through the self-planner by transforming Various implementation methods (e.g., implementation methods in which some components are omitted, subdivided, or combined) may be inferred, but the present invention includes all the implementation methods inferred, The technical features are not limited only to the implementation method shown in FIG.

Referring to FIG. 1, a self-planner system for providing a home trading service through the self-planner includes a user terminal 115 used by a user who receives the self-planner service, and user information received from the user terminal 115. Registration of interest item registration request information including one or more item name information and item code information in the self-planner of the user, or for one or more holding items deposited in a securities trading account opened by one or more securities companies. Information registration server 100 for registering the item registration request information including at least one user information, item name information, item code information, quantity holding information, purchase amount information per week to the self-planner of the user, and the information registration Based on the item registration request information (or the item registration request information held) registered through the server 100 Self-planner server 105 that provides a home trading service, and user information, item name information, item code information, possession quantity information, weekly information on the stock held by the user at the request of the information registration server 100 It is provided with a securities company server 110 to provide information on the item holding request including at least one purchase amount information, or to process the purchase (or sell) request information transmitted from the self-planner server 105 do.

The user terminal 115 may be provided with one or more browser programs or self-planner programs for receiving one or more services through the self-planner from the self-planner server 105.

When the browser program is provided in the user terminal 115 according to an embodiment of the present invention, the self-planner server 105 provides the user terminal 115 with a user interface for using one or more self-planners. And after receiving and registering one or more information input (or selected) through the user interface, providing a self-planner service to the user based on the registered one or more information.

According to another exemplary embodiment of the present invention, when the user terminal 115 is provided with a separate program for receiving at least one service through the self-planner, the self-planner server 105 is connected to the user terminal 115. ) Receives and registers one or more information input (or selected) through one or more user interfaces provided through a program for receiving one or more services through the self-planner, and then based on the registered one or more information. It provides a self-planner service to the user.

The information registration server 100 registers one or more interest items including one or more user information, item name information, and item code information input through the item registration request interface screen of one or more user interfaces provided through the user terminal 115. Receiving the request information, the interested item registration request information is stored in a database accessible from the information registration server 100, characterized in that the processing to be registered on the user's self-planner.

In addition, the information registration server 100 is a user information, item name information, item code information, holding quantity information, per week inputted through the item registration request interface screen of one or more of the user interface provided through the user terminal 115 Receives the registered item registration request information including at least one purchase amount information, and stores the received item registration request information in a database accessible from the information registration server 100, thereby registering on the self-planner of the user It is characterized by processing as possible.

In this case, when the user holds a request for registration of a stock held by the user, the stock held in a stock trading account opened under the user's name from a securities firm server 110 included in at least one securities firm accessible from the information registration server 100. The information registration server 100 receives the registered item registration request information including at least one user information, securities company information, item name information, item code information, holding quantity information, purchase price information per share from the securities company server (110) By storing in an accessible database, it is characterized in that the processing to be automatically registered on the user's self-planner.

The self-planner server 105 provides interested user registration request information including one or more user information, item name information, and item code information registered through the information registration server 100 to the user through the self-planner. When the user who confirms the requested item registration request information requests the purchase of a stock item corresponding to the item of interest registration request information, the purchase order for the stock item is transmitted to one or more securities company servers 110. It is characterized by.

In addition, the self-planner server 105 holds at least one user information, securities company information, item name information, item code information, holding amount information, purchase amount information per share registered through the information registration server 100 When the user providing the item registration request information to the user through the self-planner, and the user who confirms the provided item registration request information requests an additional buy or sell for the stock item corresponding to the item registration request information, The additional buy order for the additional buy stocks (or a part of (or all) of the stocks held by the user) sell orders for one or more securities company server 110, characterized in that for transmitting.

2 is a diagram illustrating a system of interest registration for registering interest items for requesting information on one or more stock items according to an embodiment of the present invention.

In more detail, in FIG. 2, a user terminal 235 accesses a server on a self-planner system through predetermined network means to register an interest item for requesting information on the one or more stock items. If the interest item registration request information including one or more information, item code information is provided, the storage medium 230 provided on the self-planner system for the interest item registration request information provided from the user terminal 235 in the server; The interested item registration system to be stored in the present invention, and those of ordinary skill in the art to which the present invention pertains, the interested item for requesting information on the one or more stock items by referring to and / or modifying the drawing 2 It will be possible to infer various implementation methods for the system of registration of interest items for registration. The name includes all the inferred implementation methods, and is not limited to the implementation method shown in FIG.

Hereinafter, the interested item registration request information including one or more user information, item name information, and item code information provided from the user terminal 235 on the interested item registration system shown in FIG. 2 to the storage medium 230. Components corresponding to at least one or more means and / or functional configurations for storage are referred to as " interest registration server 200 " for convenience.

Referring to FIG. 2 according to an embodiment of the present invention, an interest item registration system for registering an item of interest for requesting information on one or more stock items according to the present invention includes at least one user terminal connected to a predetermined network means. 235, a storage medium 230 storing interested item registration request information including one or more user information, item name information, and item code information transmitted from the user terminal 235, and the user terminal 235. And an item of interest registration server 200 which is connected through a predetermined network means and receives item of interest request registration information transmitted through the network means and stores it in the storage medium 230.

The user terminal 235 is a wired communication network based on Transmission Control Protocol / Internet Protocol (TCP / IP) or User Datagram Protocol / Internet Protocol (UDP) (eg, Asymmetric Digital Subscriber Line (ADSL) / Very High- and / or at least one wired terminal including a desktop computer and / or a laptop connected to the registered item of interest server 200 via a data rate Digital Subscriber Line) and / or a cable communication network, and / or A mobile communication terminal connected to a code division multiple access (CDMA) based mobile communication network (or a high speed downlink packet access (HSDPA) based mobile communication network), and / or a portable internet terminal connected to an IEEE 802.16x based high speed wireless internet, And / or at least one wireless terminal including at least one wireless LAN terminal connected to an IEEE 802.11x based wireless LAN communication network. The user terminal 235 may output at least one interest item registration request interface screen provided by the interested item registration server 200 and input at least one item of information through the interested item registration request interface screen. And / or a function configuration (eg, a browser program and a communication function) for selecting and transmitting the selected item of interest to the server 200 of interest.

Those skilled in the art to which the present invention pertains will be able to easily infer the characteristics of the user terminal 235 corresponding to at least one or more wired terminal and / or wireless terminal, detailed description thereof Omit for convenience.

When the user terminal 235 is a wired terminal according to the embodiment of the present invention, the network means includes the wired communication network based on the TCP / IP or UDP / IP, and the user terminal 235 is a wireless terminal. , The network means comprises at least one of the CDMA based (or HSDPA based) mobile communication network, and / or IEEE 802.16x based high speed wireless Internet, and / or IEEE 802.11x based wireless LAN communication network. desirable.

The storage medium 230 provided on the self-planner system according to the present invention stores the item of interest registration information including one or more user information, item name information, and item code information transmitted from the user terminal 235. It is characterized by.

The user information is a personal information (eg, name, social security number, address, telephone) for the user requesting registration of the item of interest in order to request information on one or more stock items of interest by the user using the self-planner system. Number, mobile phone number, e-mail, etc.) and at least one member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system). Do.

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the item of interest of the user for requesting information on one or more stock items of interest to the user using the self-planner system. It is preferable to make.

The stock code information is an international securities that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the stock of interest to request information on one or more stocks of interest to the user using the self-planner system. It is preferable that the identification number information (International Securities Identification Numbering system (ISIN)) and one or more code information included.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

According to the exemplary embodiment of the present invention, the interested item registration server 200 provides a web interface corresponding to the user terminal 235 and the network means, and the predetermined terminal and the user terminal 235 through the network means. And an interface unit 205 (or interface means) for connecting and managing a communication channel, whereby the interested item registration server 200 is connected to the user terminal 235 and / or a wired communication network. It has the function of a web server that is connected via a wireless communication network.

According to an embodiment of the present invention, when the user terminal 235 is a wired terminal to which a communication channel is connected through a wired communication network based on TCP / IP or UDP / IP, the interface unit 205 is the user terminal 235. Request connection of interest item in the form of HTML (Hyper-Text Markup Language) compatible document to the user terminal 235 through the communication channel based on HTTP) and HTTP (Hyper-Text Transfer Protocol) protocol. Transmits and outputs an interface screen and / or an information providing screen, and includes predetermined user information, item name information, and item code information input (or selected) from the user terminal 235 through the interested item registration request interface screen. It is preferable to perform a function of receiving and processing interested item registration request information including the above.

According to another exemplary embodiment of the present invention, when the user terminal 235 is a wireless terminal to which a communication channel is connected through a CDMA based wireless communication network, the interface unit 205 may communicate with the user terminal 235 and WAP (Wireless). Connect a predetermined communication channel based on an Application Protocol and / or a Mobile Explorer (ME) protocol, and interest in the form of a Wireless Markup Language (WML) and / or HTML compatible document to the user terminal 235 through the communication channel. Sends and outputs an item registration request interface screen and / or an information providing screen and outputs one or more predetermined user information, item name information, and item code information corresponding to the item of interest registration request interface screen from the user terminal 235. It is preferable to perform a function of receiving and processing interested item registration request information including.

According to another exemplary embodiment of the present invention, when the user terminal 235 is a wireless terminal to which a communication channel is connected through an IEEE 802.16x based wireless communication network, the interface unit 205 may be connected to the user terminal 235. Connect a predetermined communication channel based on a wireless protocol corresponding to the IEEE 802.16x standard, and transmit a predetermined item of interest registration request interface screen and / or information providing screen to the user terminal 235 through the communication channel. Outputs and receives and processes the interested item registration request information including one or more predetermined user information, item name information, and item code information corresponding to the interested item registration request interface screen from the user terminal 235. Preferably, and / or the user terminal 235 is a wireless terminal to which a communication channel is connected through an IEEE 802.11x based wireless communication network In this case, the interface unit 205 connects a predetermined communication channel with the user terminal 235 based on a wireless protocol corresponding to the IEEE 802.11x standard, and to the user terminal 235 through the communication channel. A function of transmitting and outputting a predetermined interest item registration request interface screen and / or an information providing screen and receiving and processing predetermined item of interest registration request information corresponding to the interested item registration request interface screen from the user terminal 235; It is preferable to carry out.

Referring to FIG. 2, the interested item registration server 200 is connected to the interested item registration server 200 when a predetermined user terminal 235 is connected to the interested item registration server 200 through the interface unit 205. A predetermined interest item registration request interface screen for transmitting and inputting (or selecting) interested item registration request information including one or more predetermined user information, item name information, and item code information from the user terminal 235. An interface providing unit 210 (or interface providing means) which is generated (or extracted) and provided through the interface item request screen registration request from the user terminal 235 in association with the interface unit 205 (or The information receiving unit 215 (or information receiving means) for receiving the item of interest registration request information to be transmitted) and the received item of interest registration information; And an information storage unit 225 (or information storage means) for storing in the 230.

The interface providing unit 210 has a functional configuration (eg, provided in the user terminal 235 when a predetermined user terminal 235 is connected to the item of interest registration server 200 through the interface unit 205). The interested item registration request information including one or more predetermined user information, item name information, and item code information in response to the browser program provided in the user terminal 235) (or the selected item). Generate a desired item registration request interface screen that can be transmitted to the item registration server 200, and / or extracted from a predetermined database (not shown), and the generation (or extraction) in conjunction with the interface unit 205 ) Provides the interested item registration request interface screen to the user terminal 235 through the network means.

Thereafter, the user terminal 235 inputs (or selects) interest item registration request information including one or more predetermined user information, item name information, and item code information based on the interest item registration request interface screen. When it is confirmed that interest item registration request information is input (or selected), the user terminal 235 transmits the interest item registration request information input (or selected) to the interest item registration server 200 through the network means. send.

If one of ordinary skill in the art to which the present invention belongs, the user information, item name information, through at least one form (Form) form included in the item registration request interface screen in the user terminal 235, Technical items for inputting (or selecting) item of interest item registration request information including one or more item code information and the item of interest item registration request information input (or selected) through a communication protocol provided by the network means. Since you will be familiar with the technical features to transmit to the registration server 200, a detailed description thereof will be omitted for convenience.

The information receiver 215 inputs (or selects) interest item registration request information including one or more predetermined user information, item name information, and item code information through the interest item registration request interface screen on the user terminal 235. When receiving the item of interest registration information in connection with the interface unit 205, and transmits the item through the network means, and the received item of interest registration request information to the information storage unit 225 to provide.

The information storage unit 225 stores the item of interest registration information including one or more of the user information, the item name information, and the item code information received through the information receiving unit 215 in the storage medium 230. It features.

The user information is a personal information (eg, name, social security number, address, telephone) for the user requesting registration of the item of interest in order to request information on one or more stock items of interest by the user using the self-planner system. Number, mobile phone number, e-mail, etc.) and at least one member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system). Do.

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the item of interest of the user for requesting information on one or more stock items of interest to the user using the self-planner system. It is preferable to make it.

The stock code information is an international securities that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the stock of interest to request information on one or more stocks of interest to the user using the self-planner system. It is preferable that the identification number information (International Securities Identification Numbering system (ISIN)) and one or more code information included.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

Referring to FIG. 2, the interested item registration server 200 is connected to the interested item registration server 200 through the interface unit 205 when a user terminal 235 is connected to the interested item registration server 200. In response to the user terminal 235 inputs (or selects) the item of interest item registration request information including one or more predetermined user information, item name information, item code information to transmit a predetermined item of interest registration interface screen An interface providing unit 210 (or an interface providing unit) for generating (or extracting) and inputting the item of interest registration through the interface screen from the user terminal 235 in cooperation with the interface unit 205 ( Or selection) information receiving unit 215 (or information receiving means) for receiving the item of interest registration request information transmitted and the validity of the received item of interest registration request information Validation unit 220 (or validation means) for confirming, and information storage unit 225 (or information storage means) for storing the registered item of interest request information confirmed to the validity on the storage medium (230) Characterized in that made.

The interface providing unit 210 has a functional configuration (eg, provided in the user terminal 235 when a predetermined user terminal 235 is connected to the item of interest registration server 200 through the interface unit 205). The interested item registration request information including one or more predetermined user information, item name information, and item code information in response to the browser program provided in the user terminal 235) (or the selected item). Generates a desired item registration request interface screen that can be transmitted to the item registration server 200, and / or extracted from a predetermined database (not shown), and the generation (or in conjunction with the interface unit 205) The extracted interest item registration request interface screen is provided to the user terminal 235 through the network means.

Thereafter, the user terminal 235 inputs (or selects) interest item registration request information including one or more predetermined user information, item name information, and item code information based on the interest item registration request interface screen. When it is confirmed that interest item registration request information is input (or selected), the user terminal 235 transmits the interest item registration request information input (or selected) to the interest item registration server 200 through the network means. send.

If one of ordinary skill in the art to which the present invention belongs, the user information, item name information, through at least one form (Form) form included in the item registration request interface screen in the user terminal 235, Technical items for inputting (or selecting) item of interest item registration request information including one or more item code information and the item of interest item registration request information input (or selected) through a communication protocol provided by the network means. Since you will be familiar with the technical features to transmit to the registration server 200, a detailed description thereof will be omitted for convenience.

The information receiving unit 215 inputs interested item registration request information including one or more predetermined user information, item name information, and item code information through the interested item registration request interface screen on the user terminal 235 (or Select) and receive the item of interest registration information in connection with the interface unit 205, and transmit the received item of interest registration information to the validity confirming unit (220). To provide.

The user terminal 235 inputs (or selects) interest item registration request information including one or more predetermined user information, item name information, and item code information through the interest item registration request interface screen, and transmits the information. When received through the information receiving unit 215, the validity confirming unit 220 is characterized by checking the validity of the received item of interest registration request information.

According to an exemplary embodiment of the present invention, the validity check for the received user information, item name information, and item code information including one or more member management D / B on the self-planner system linked to the item registration system of interest ( (Not shown) (or member management D / B (not shown) on the member management system (not shown)) includes checking whether at least one user information matching the item of interest registration information is registered. Do.

In addition, the validity check for the registered item of interest information including one or more received user information, item name information, item code information, item management D / B on the self-planner system associated with the item of interest registration system At least one matched with the item registration request information of the item of interest (or item management D / B on the item management system (not shown) or item management D / B (not shown) on the item of interest registration system) It is preferable to include checking whether the stock information is registered.

For example, the validity check on the item of interest item registration request information including one or more of the user information, item name information, and item code information may include the user information (personal information of the user or member information included in the item of interest item registration request information). Etc.) is checked to match with the user information stored in the member management D / B (not shown) on the self-planner system associated with the item of interest registration system.

In addition, the validity check on the interest item registration request information including one or more of the user information, item name information, item code information, the item name information included in the item of interest registration request information linked to the item of interest registration system Matched item information stored in the item management D / B (not shown) on the self-planner system (or securities company system linked to the item of interest registration system or securities company system linked to the self-planner system linked to the item of interest registration system) It is preferable to include checking whether or not.

In addition, the validity check for the item of interest registration information including one or more of the user information, item name information, item code information, the item code information included in the item of interest registration request information linked to the item of interest registration system Matched item information stored in the item management D / B (not shown) on the self-planner system (or securities company system linked to the item of interest registration system or securities company system linked to the self-planner system linked to the item of interest registration system) It is preferable to include checking whether or not.

Subsequently, when the validity of the item of interest item registration request information including one or more of the received user information, item name information, and item code information is confirmed through the validity confirmation unit 220, the information storage unit 225 may be configured to include the information. The interested item registration request information may be stored in the storage medium 230.

The user information is a personal information (eg, name, social security number, address, telephone) for the user requesting registration of the item of interest in order to request information on one or more stock items of interest by the user using the self-planner system. Number, mobile phone number, e-mail, etc.) and at least one member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system). Do.

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the item of interest of the user for requesting information on one or more stock items of interest to the user using the self-planner system. It is preferable to make.

The stock code information is an international securities that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the stock of interest to request information on one or more stocks of interest to the user using the self-planner system. It is preferable that the identification number information (International Securities Identification Numbering system (ISIN)) and one or more code information included.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

3 is a diagram illustrating an information registration process for registering an item of interest for requesting information on one or more stock items according to an embodiment of the present invention.

In more detail, in FIG. 3, the user terminal 235 on the interest item registration system illustrated in FIG. 2 is interested in requesting information on one or more stock items to the interested item registration server 200 through a predetermined network means. When the interested item registration request information including one or more user information, item name information, and item code information for item registration is transmitted, the interested item registration request information is stored in the storage medium 230 by the interested item registration server 200. Regarding the storing process, those of ordinary skill in the art to which the present invention pertains, information registration process for registering an item of interest for requesting information on one or more stock items by referring to and / or modifying the drawing 3 Various implementation methods may be inferred, but the present invention includes all implementation methods inferred from the above, and is shown in FIG. It is not limited to city method only.

Hereinafter, the interested item registration server 200 on the interested item registration system shown in FIG. 2 is referred to as “server” in FIG. 3, and the user terminal 235 on the interested item registration system shown in FIG. 2 is referred to for convenience. It is called "terminal".

Referring to FIG. 3, the terminal on the interested item registration system illustrated in FIG. 2 connects to a communication channel for registering interested items for requesting information on one or more stock items by accessing the server through the network means ( 300).

According to an embodiment of the present invention, the communication channel connection process may further include at least one or more steps of logging in to the server from the terminal, and / or joining the server to the server. In the process, the customer information corresponding to the terminal is extracted (or obtained).

Those skilled in the art to which the present invention belongs, the terminal is connected to the server according to the communication protocol corresponding to the network means through a predetermined browser program corresponding to the network means to the one or more stock items Since you will be familiar with the technical features of connecting the communication channel for registration of interest items for requesting information on the detailed description thereof will be omitted for convenience.

As described above, when a communication channel for registering an item of interest for requesting information on one or more stock items is connected between the terminal and the server, the terminal sends a request for information on the one or more stock items to the server through the communication channel. Requesting the interest item registration request interface screen for registering the interest item for the user (305), and correspondingly, the server receives the interest item registration request information including one or more of the user information, item name information, and item code information from the terminal. Create (or extract) the interested item registration request interface screen including a user interface for inputting (or selecting) 310, and generate the generated (or extracted) interested item registration request interface screen through the communication channel. It transmits to the terminal (315).

Thereafter, the terminal transmits the interest through the user interface included in the interested item registration request interface screen to input (or select) the interested item registration request information including one or more of the user information, item name information, and item code information. The item registration request information is processed to be input (or selected) (320).

If the terminal inputs (or selects) interest item registration request information including one or more of the user information, item name information, and item code information (325), the terminal transmits the item of interest to the server through the communication channel. The registration request information is transmitted (330), and correspondingly, the server receives the interested item registration request information from the terminal through the communication channel (335), and checks the validity of the received interested item registration request information (340). ).

According to an exemplary embodiment of the present invention, the validity check for the received user information, item name information, and item code information including one or more member management D / B on the self-planner system linked to the item registration system of interest ( (Not shown) (or member management D / B (not shown) on the member management system (not shown)) includes checking whether at least one user information matching the item of interest registration information is registered. Do.

In addition, the validity check for the registered item of interest information including one or more received user information, item name information, item code information, item management D / B on the self-planner system associated with the item of interest registration system At least one matched with the item registration request information of the item of interest (or item management D / B on the item management system (not shown) or item management D / B (not shown) on the item of interest registration system) It is preferable to include checking whether the stock information is registered.

For example, the validity check on the item of interest item registration request information including one or more of the user information, item name information, and item code information may include the user information (personal information of the user or member information included in the item of interest item registration request information). Etc.) is checked to match with the user information stored in the member management D / B (not shown) on the self-planner system associated with the item of interest registration system.

In addition, the validity check on the interest item registration request information including one or more of the user information, item name information, item code information, the item name information included in the item of interest registration request information linked to the item of interest registration system Item information stored in the item management D / B (not shown) on the self-planner system (or securities company system linked to the item of interest registration system or securities company system linked to the self-planner system linked to the item of interest registration system); It is desirable to include checking that a match is found.

In addition, the validity check for the item of interest registration information including one or more of the user information, item name information, item code information, the item code information included in the item of interest registration request information linked to the item of interest registration system Matched item information stored in the item management D / B (not shown) on the self-planner system (or securities company system linked to the item of interest registration system or securities company system linked to the self-planner system linked to the item of interest registration system) It is preferable to include checking whether or not.

If the validity of the received item of interest registration request information is not confirmed (345), the server generates (or extracts) validity error information for the received item of interest registration request information to establish the communication channel. It transmits to the terminal through (350).

On the other hand, when the validity of the received item of interest registration request information is confirmed (345), the server stores the received item of interest registration request information in the storage medium 230 shown in Figure 2 (355).

The user information is a personal information (eg, name, social security number, address, telephone) for the user requesting registration of the item of interest in order to request information on one or more stock items of interest by the user using the self-planner system. Number, mobile phone number, e-mail, etc.) and at least one member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system). Do.

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the item of interest of the user for requesting information on one or more stock items of interest to the user using the self-planner system. It is preferable to make.

The stock code information is an international securities that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the stock of interest to request information on one or more stocks of interest to the user using the self-planner system. It is preferable that the identification number information (International Securities Identification Numbering system (ISIN)) and one or more code information included.

In this case, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

4 is a diagram illustrating an information registration process for registering an item of interest for requesting information on one or more stock items according to an embodiment of the present invention.

In more detail, FIG. 4 illustrates that the user terminal 235 on the interest item registration system shown in FIG. 2 requests an information request for one or more stock items to the interested item registration server 200 through a predetermined network means. When the interested item registration request information including one or more user information, item name information, and item code information for item registration is transmitted, the interested item registration request information is stored in the storage medium 230 by the interested item registration server 200. Regarding the storing process, those of ordinary skill in the art to which the present invention pertains, information registration process for registering an item of interest for requesting information on one or more stock items by referring to and / or modifying the drawing 4 Various embodiments of the present invention may be inferred, but the present invention includes all the embodiments of the inferred and illustrated in FIG. It shall be limited to city ways.

Hereinafter, the interested item registration server 200 on the interested item registration system shown in FIG. 2 is referred to as “server” in FIG. 4, and the user terminal 235 on the interested item registration system shown in FIG. 2 is referred to for convenience. It is called "terminal".

Referring to FIG. 4, the terminal on the interest item registration system shown in FIG. 2 connects to a communication channel for registering interest items for requesting information on one or more stock items by accessing the server through the network means ( 400).

According to an embodiment of the present invention, the communication channel connection process may further include at least one or more steps of logging in to the server from the terminal, and / or joining the server to the server. In the process, the customer information corresponding to the terminal is extracted (or obtained).

Those skilled in the art to which the present invention belongs, the terminal is connected to the server according to the communication protocol corresponding to the network means through a predetermined browser program corresponding to the network means to the one or more stock items Since you will be familiar with the technical features of connecting the communication channel for registration of interest items for requesting information on the detailed description thereof will be omitted for convenience.

As described above, when a communication channel for registering an item of interest for requesting information on one or more stock items is connected between the terminal and the server, the terminal sends a request for information on the one or more stock items to the server through the communication channel. Requesting the interested item registration request interface screen for registering the interested item for 405, and correspondingly, the server requests the interested item registration request information including one or more of the user information, item name information, and item code information from the terminal. Create (or extract) the interested item registration request interface screen including a user interface for inputting (or selecting) (410), and generates the generated (or extracted) interested item registration request interface screen through the communication channel. 415.

Thereafter, the terminal transmits the interest through the user interface included in the interested item registration request interface screen to input (or select) the interested item registration request information including one or more of the user information, item name information, and item code information. The item registration request information is input (or selected) at step 420.

If the terminal inputs (or selects) interest item registration request information including one or more of the user information, item name information, and item code information (425), the terminal transmits the item of interest to the server through the communication channel. The registration request information is transmitted (430), and correspondingly, the server stores the received interest item registration request information in the storage medium 230 shown in FIG. 2 (435).

The user information is a personal information (eg, name, social security number, address, telephone) for the user requesting registration of the item of interest in order to request information on one or more stock items of interest by the user using the self-planner system. Number, mobile phone number, e-mail, etc.) and at least one member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system). Do.

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the item of interest of the user for requesting information on one or more stock items of interest to the user using the self-planner system. It is preferable to make.

The stock code information is an international securities that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the stock of interest to request information on one or more stocks of interest to the user using the self-planner system. It is preferable that the identification number information (International Securities Identification Numbering system (ISIN)) and one or more code information included.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

5 is a diagram illustrating a system for registering stocks for holding stocks for requesting information on one or more stocks according to an embodiment of the present invention.

In more detail, in FIG. 5, a user terminal 535 accesses a server on a self-planner system through predetermined network means to register a holding item for requesting information on the one or more stock items. And providing the item registration request information including at least one item name information, item code information, amount of holding information, and purchase amount information per week, the server holding the registered item registration request information provided from the user terminal 535. Regarding the configuration of the item registration system for storing in the storage medium 530 provided on the self-planner system, those of ordinary skill in the art to which the present invention pertains, refer to and / or modify this figure 5 Establishment of stock holding system for registration of stock holding for requesting information on the one or more stock items Would be able to infer a variety of exemplary methods of the present invention includes all embodiments in which the inference method, shall not be limited to the exemplary method shown in the figure 5.

For example, a person having ordinary technical knowledge in the art to which the present invention pertains may refer to the securities company information included in the holding item registration request information received through the user terminal 535 by referring to and / or modifying the drawing 5. Correspondingly, receive the item information held by the user from the securities company, register the received item information, and / or request and receive the item held by the user from an affiliated securities company based on the user information, It is also possible to register the received item information, whereby the present invention is not limited.

In addition, when requesting a stock held by the user from the securities company, it is preferable to further request the member ID / password information and / or authorized certificate information of the user, whereby the present invention is not limited.

Hereinafter, the user information provided from the user terminal 535, securities company information, item name information, item code information, holding amount information, purchase amount information per share on the holding item registration system shown in FIG. A component corresponding to at least one or more means and / or functional configuration for storing the item holding request information in the storage medium 530 is referred to as the "owning item registration server 500" for convenience.

Referring to FIG. 5 according to an embodiment of the present invention, a system for registering stock items for requesting information on one or more stock items according to the present invention includes at least one user terminal connected to a predetermined network means. 535 and holding item registration request information including at least one user information, securities company information, item name information, item code information, holding quantity information, and purchase amount information per share transmitted from the user terminal 535; The storage item 530 is connected to the user terminal 535 through a predetermined network means, and registers the holding item to receive the stored item registration request information transmitted through the network means and stores the received item registration request information in the storage medium 530. It characterized in that it comprises a server 500.

The user terminal 535 may be a wired communication network based on Transmission Control Protocol / Internet Protocol (TCP / IP) or User Datagram Protocol / Internet Protocol (UDP) (eg, Asymmetric Digital Subscriber Line (ADSL) / VDSL (Very High- and at least one wired terminal including a desktop computer and / or a laptop connected to the holding event registration server 500 via a data rate Digital Subscriber Line) and / or a cable communication network, and / or CDMA A mobile communication terminal connected to a Code Division Multiple Access (CDMA) based mobile communication network (or a High Speed Downlink Packet Access (HSDPA) based mobile communication network), and / or a portable Internet terminal connected to an IEEE 802.16x based high speed wireless Internet, and And / or comprises at least one wireless terminal including at least one WLAN terminal connected to an IEEE 802.11x based WLAN network. The user terminal 535 outputs at least one item holding registration interface screen provided by the item registration server 500, and inputs at least one piece of information through the item holding registration interface screen. And / or a function configuration (eg, a browser program and a communication function) for selecting and transmitting the selected item to the registered server 500.

Those skilled in the art to which the present invention pertains can easily infer the characteristics of the user terminal 535 corresponding to at least one or more wired terminals and / or wireless terminals. Omit for convenience.

When the user terminal 535 is a wired terminal according to an embodiment of the present invention, the network means includes a wired communication network based on TCP / IP or UDP / IP, and the user terminal 535 is a wireless terminal. , The network means comprises at least one of a CDMA based (or HSDPA based) mobile communication network, and / or IEEE 802.16x based high speed wireless Internet, and / or IEEE 802.11x based wireless LAN communication network. It is preferable.

The storage medium 530 provided on the self-planner system according to the present invention stores user information, securities company information, stock name information, stock code information, stock quantity information, and stock price information transmitted from the user terminal 535. Storing item registration request information including at least one or more characterized in that it stores.

The user information may include personal information (eg, name, social security number, address, telephone number, Mobile phone number, e-mail, etc.) and member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system).

The securities company information is a financial institution information (eg, corporate name) for a financial institution, such as a securities company in which the stock items held by the user is deposited to request information on one or more stock items held by the user using the self-planner system , Business registration number, corporation registration number, business address, telephone number, homepage address, etc., and access information for accessing the server of the securities company to provide information on the stock market through the self-planner system (eg, Member ID information, etc.).

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the user's own item for requesting information on one or more stock items held by the user using the self-planner system. desirable.

The item code information is an international securities identification number that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the holding item for requesting information on one or more stock items held by the user using the self-planner system. Information (International Securities Identification Numbering system; ISIN) and, preferably, at least one code information.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

Preferably, the quantity information includes stock quantity information on a stock held by the user.

Preferably, the purchase price information per share includes price per share (ie, purchase price) information for the stock held by the user at the time of purchasing the stock held by the user.

According to an exemplary embodiment of the present invention, the reserved item registration server 500 may provide a web interface corresponding to the user terminal 535 and the network means, through the network means. And an interface unit 505 (or interface means) for connecting and managing a communication channel, whereby the reserved item registration server 500 is connected to the user terminal 535 and a wired communication network and / or wirelessly. It has the function of a web server that is connected through a communication network.

According to an embodiment of the present invention, when the user terminal 535 is a wired terminal to which a communication channel is connected through a wired communication network based on TCP / IP or UDP / IP, the interface unit 505 is the user terminal 535. Request a registration of a holding item in the form of a document compatible with Hyper-Text Markup Language (HTML) to the user terminal 535 through the communication channel based on the (Hyper-Text Transfer Protocol) protocol. Sends and outputs an interface screen and / or an information providing screen, and inputs (or selects) predetermined user information, securities company information, item name information, and item code inputted from the user terminal 535 through the registered item registration request interface screen. It is preferable to perform a function of receiving and processing holding item registration request information including at least one piece of information, holding amount information, and purchase amount information per week.

According to another exemplary embodiment of the present invention, when the user terminal 535 is a wireless terminal to which a communication channel is connected through a CDMA-based wireless communication network, the interface unit 505 may communicate with the user terminal 535 and WAP (Wireless). Connect a predetermined communication channel based on Application Protocol and / or Mobile Explorer (ME) protocol, and possess WML (Wireless Markup Language) and / or HTML compatible document form to the user terminal 535 through the communication channel. Send and output the item registration request interface screen and / or information providing screen, the predetermined user information, securities company information, item name information, item code information, corresponding to the holding item registration request interface screen from the user terminal 535, It is preferable to perform a function of receiving and processing holding item registration request information including at least one of holding amount information and purchase amount information per week. The.

According to another exemplary embodiment of the present invention, when the user terminal 535 is a wireless terminal to which a communication channel is connected through an IEEE 802.16x based wireless communication network, the interface unit 505 may be connected to the user terminal 535. Connect a predetermined communication channel based on a wireless protocol corresponding to the IEEE 802.16x standard, and transmit a predetermined item registration request interface screen and / or information providing screen to the user terminal 535 through the communication channel. And at least one of predetermined user information, securities company information, stock name information, stock code information, stock quantity information, and stock price information from the user terminal 535 corresponding to the stock event registration request interface screen. It is preferable to perform a function of receiving and processing holding item registration request information, and / or the user terminal 535 performs IEEE 802.11x. When the communication channel is connected through a half wireless communication network, the interface unit 505 connects a predetermined communication channel with the user terminal 535 based on a wireless protocol corresponding to the IEEE 802.11x standard. A predetermined item registration request interface screen and / or an information providing screen are transmitted to the user terminal 535 through the communication channel and outputted, and a predetermined item corresponding to the item registration request interface screen from the user terminal 535 is output. It is preferable to perform a function of receiving and processing the item registration request information of the holding.

Referring to FIG. 5, when the predetermined user terminal 535 accesses the reserved item registration server 500 through the interface unit 505, the reserved item registration server 500 may be connected with the interface unit 505. Input (or select) holding item registration request information including at least one of predetermined user information, securities company information, item name information, item code information, holding quantity information, and purchase amount information per share in the user terminal 535. An interface providing unit 510 (or an interface providing unit) for generating (or extracting) a predetermined holding item registration request interface screen to be transmitted, and the user terminal 535 in association with the interface unit 505. The information receiving unit 515 (or information receiving means) for receiving the registered item registration request information transmitted by inputting (or selecting) through the registered item registration request interface screen And an information storage unit 525 (or information storage means) for storing the received item registration information on the storage medium 530.

The interface providing unit 510 has a functional configuration (eg, provided in the user terminal 535 when a predetermined user terminal 535 is connected to the reserved item registration server 500 through the interface unit 505). (B) a browser program provided in the user terminal 535), information on a registered item, including at least one of predetermined user information, securities company information, item name information, item code information, holding amount information, and purchase amount information per week; Generate a predetermined item registration request interface screen that can be inputted (or selected) and transmitted to the holding item registration server 500 through the network means, and / or extracted from a predetermined database (not shown), and The user terminal 5 displays the item registration request interface screen generated (or extracted) in association with the interface unit 505 through the network means. 35) characterized in that provided.

Thereafter, the user terminal 535 retains at least one of predetermined user information, securities company information, stock name information, stock code information, stock quantity information, and stock price information based on the stock event registration request interface screen. When the item registration request information is input (or selected) and the item registration request information is confirmed (or selected), the user terminal 535 stores the item (input or selection) inputted through the network means. The registration request information is transmitted to the holding item registration server 500.

If one of ordinary skill in the art to which the present invention belongs, the user information through the at least one form (Form) included in the holding item registration request interface screen in the user terminal 535, the user information, securities company information, Technical features for inputting (or selecting) holding item registration request information including at least one piece of title information, item code information, holding quantity information, and purchase price information per week, and the input method through a communication protocol provided by the network means. Or selected) will be familiar with the technical features for transmitting the holding item registration request information to the holding item registration server 500, a detailed description thereof will be omitted for convenience.

The information receiving unit 515 at least one of a predetermined user information, securities company information, item name information, item code information, holding quantity information, purchase price information per week on the user terminal 535 through the registered item registration request interface screen When inputting (or selecting) holding item registration request information including the above transmission through the network means, the holding item registration request information is received in connection with the interface unit 505, and the received Reserve item registration request information is provided to the information storage unit 525.

The information storage unit 525 registers at least one item including at least one of the user information, the securities company information, the item name information, the item code information, the holding quantity information, and the purchase price information per share received through the information receiving unit 515. The request information may be stored in the storage medium 530.

The user information may include personal information (eg, name, social security number, address, telephone number, Mobile phone number, e-mail, etc.) and member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system).

The securities company information is a financial institution information (eg, corporate name) for a financial institution, such as a securities company in which the stock items held by the user is deposited to request information on one or more stock items held by the user using the self-planner system , Business registration number, corporation registration number, business address, telephone number, homepage address, etc., and access information for accessing the server of the securities company to provide information on stock items through the self-planner system (eg, Member ID information, etc.).

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the user's own item for requesting information on one or more stock items held by the user using the self-planner system. desirable.

The item code information is an international securities identification number that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the holding item for requesting information on one or more stock items held by the user using the self-planner system. Information (International Securities Identification Numbering system; ISIN) and, preferably, at least one code information.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

Preferably, the quantity information includes stock quantity information on a stock held by the user.

Preferably, the purchase price information per share includes price per share (ie, purchase price) information for the stock held by the user at the time of purchasing the stock held by the user.

Referring to FIG. 5, when the predetermined user terminal 535 accesses the reserved item registration server 500 through the interface unit 505, the reserved item registration server 500 may be connected with the interface unit 505. Input (or select) holding item registration request information including at least one of predetermined user information, securities company information, item name information, item code information, holding quantity information, and purchase amount information per share in the user terminal 535. An interface providing unit 510 (or an interface providing unit) for generating (or extracting) a predetermined holding item registration request interface screen to be transmitted, and the user terminal 535 in association with the interface unit 505. The information receiving unit 515 (or information receiving means) for receiving the registered item registration request information to be input (or selected) and transmitted through the holding item registration request interface screen ), A validity confirming unit 520 (or validity checking means) for checking the validity of the received item registration request information, and the item holding request information with the validity confirmed in the storage medium 530. And an information storage unit 525 (or information storage means).

The interface providing unit 510 has a functional configuration (eg, provided in the user terminal 535 when a predetermined user terminal 535 is connected to the reserved item registration server 500 through the interface unit 505). (B) a browser program provided in the user terminal 535), information on a registered item, including at least one of predetermined user information, securities company information, item name information, item code information, holding amount information, and purchase amount information per week; Generate a predetermined item registration request interface screen that can be inputted (or selected) and transmitted to the holding item registration server 500 through the network means, and / or extracted from a predetermined database (not shown), and The user terminal 5 displays the item registration request interface screen generated (or extracted) in association with the interface unit 505 through the network means. 35) characterized in that provided.

Thereafter, the user terminal 535 retains at least one of predetermined user information, securities company information, stock name information, stock code information, stock quantity information, and stock price information based on the stock event registration request interface screen. When the item registration request information is input (or selected), and the item registration request information is confirmed (or selected), the user terminal 535 stores the item that has been input (or selected) through the network means. The registration request information is transmitted to the holding item registration server 500.

If one of ordinary skill in the art to which the present invention belongs, the user information through the at least one form (Form) included in the holding item registration request interface screen in the user terminal 535, the user information, securities company information, Technical features for inputting (or selecting) holding item registration request information including at least one piece of title information, item code information, holding quantity information, and purchase price information per week, and the input method through a communication protocol provided by the network means. Or selected) will be familiar with the technical features for transmitting the holding item registration request information to the holding item registration server 500, a detailed description thereof will be omitted for convenience.

The information receiving unit 515 at least one of a predetermined user information, securities company information, item name information, item code information, holding quantity information, purchase price information per week on the user terminal 535 through the registered item registration request interface screen Receiving the registered item registration request information in connection with the interface unit 505 when inputting (or selecting) holding item registration request information including the above transmission through the network means, the received holding The item registration request information is provided to the validity verification unit 520.

The registered item registration request including at least one of predetermined user information, securities company information, item name information, item code information, holding amount information, and purchase price information per week through the user item 535 through the registration item registration request interface screen When information transmitted by inputting (or selecting) information is received through the information receiving unit 515, the validity confirming unit 520 may verify validity of the received item registration information.

According to an embodiment of the present invention, the validity check on the received user information, securities company information, item name information, item code information including at least one member management on the self-planner system associated with the registered item registration system D / B (not shown) (or member management D / B (not shown) on the member management system (not shown)) including checking whether at least one or more user information matching the item registration request information is registered. It is preferable to make.

In addition, the validity check on the registered item registration request information including at least one or more of the received user information, securities company information, item name information, item code information, holding amount information, purchase price information per share, the holding item registration system and Item management D / B (not shown) on the linked self-planner system (or item management D / B (not shown) on the item management system (not shown) or item management D / B (not shown) on the registered item registration system) It is preferable to include whether the at least one or more securities information matching the holding item registration request information is registered.

For example, the validity check on the registered item registration request information including at least one of the user information, the securities company information, the item name information, the item code information, the holding quantity information, and the purchase price information per share is included in the holding item registration request information. And checking whether the user information (personal information of the user, member information, etc.) is matched with the user information stored in the member management D / B (not shown) on the self-planner system linked to the holding event registration system. It is preferable.

In addition, the validity check on the registered item registration request information including at least one of the user information, securities company information, item name information, item code information, holding quantity information, purchase price information per share, is included in the holding item registration request information The item name information is included in the item management D / B (not shown) on the self-planner system linked to the holding item registration system (or the securities company system linked to the holding item registration system or the self-planner linked to the holding item registration system). It is preferable to include a check whether the match with the item information stored in the securities company system associated with the system.

In addition, the validity check on the registered item registration request information including at least one of the user information, securities company information, item name information, item code information, holding amount information, purchase price information per share, the registered item registration request information The item code information included in the item management D / B (not shown) on the self-planner system linked to the holding item registration system (or the securities company system linked to the holding item registration system or self associated with the holding item registration system) It is preferable to include a check that matches the item information stored in the securities company system associated with the planner system.

Subsequently, the validity of the registered item registration request information including at least one or more of the received user information, securities company information, item name information, item code information, holding amount information, and purchase price information per share through the validity check unit 520 When this is confirmed, the information storage unit 525 stores the item registration request information in the storage medium 530.

The user information may include personal information (eg, name, social security number, address, telephone number, Mobile phone number, e-mail, etc.) and member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system).

The securities company information is a financial institution information (eg, a corporation) for a financial institution, such as a securities company where the stock items held by the user for the request for information on one or more stock items held by the user using the self-planner system Name, business registration number, corporation registration number, business address, telephone number, homepage address, etc., and access information for accessing the server of the securities company in order to provide information on stock items through the self-planner system (eg , Member ID information, and the like).

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the user's own item for requesting information on one or more stock items held by the user using the self-planner system. desirable.

The item code information is an international securities identification number that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the holding item for requesting information on one or more stock items held by the user using the self-planner system. Information (International Securities Identification Numbering system; ISIN) and, preferably, at least one code information.

In this case, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

Preferably, the quantity information includes stock quantity information on a stock held by the user.

Preferably, the purchase price information per share includes price per share (ie, purchase price) information for the stock held by the user at the time of purchasing the stock held by the user.

FIG. 6 is a diagram illustrating an information registration process for registering a holding item for requesting information on one or more stock items according to an embodiment of the present invention.

In more detail, FIG. 6 shows that the user terminal 535 on the stock event registration system shown in FIG. 5 holds a request for information on one or more stock items to the stock event registration server 500 through a predetermined network means. When the registered item registration request information including at least one or more user information, securities company information, item name information, item code information, holding amount information, purchase amount information per share for the item registration is transmitted, the holding item registration server 500 Regarding the process of storing the holding item registration request information in the storage medium 530, those skilled in the art to which the present invention pertains, refer to and / or modify this figure 6 to one or more stock items Various implementation methods for the information registration process for the registration of the stock for the request for information on the invention can be inferred, but the present invention is Includes all embodiments estimation method, it shall not be limited to the exemplary method shown in the figure 6.

Hereinafter, in FIG. 6, the stock event registration server 500 on the stock event registration system shown in FIG. 5 is referred to as a "server" for convenience, and the user terminal 535 on the stock event registration system shown in FIG. It is called "terminal".

Referring to FIG. 6, the terminal on the registered item registration system shown in FIG. 5 accesses the server through the network means and connects a communication channel for registering a registered item for requesting information on one or more stock items. 600).

According to an embodiment of the present invention, the communication channel connection process may further include at least one or more steps of logging in to the server from the terminal, and / or joining the server to the server. In the process, the customer information corresponding to the terminal is extracted (or obtained).

Those skilled in the art to which the present invention belongs, the terminal is connected to the server according to the communication protocol corresponding to the network means through a predetermined browser program corresponding to the network means to the one or more stock items Since you will be familiar with the technical features of connecting the communication channel for registration of stocks for requesting information on the detailed description thereof will be omitted for convenience.

As described above, when a communication channel for registering a stock item for requesting information on one or more stock items is connected between the terminal and the server, the terminal requests the server for information on the one or more stock items through the communication channel. Request for a registered item registration interface screen for the registered item for the registered item (605), the server corresponding to the user information, securities company information, item name information, item code information, holding quantity information, purchase amount per share in the terminal Create (or extract) the holding item registration request interface screen including a user interface for inputting (or selecting) holding item registration request information including at least one information (610), and the generated (or extracted) holding. The item registration request interface screen is transmitted to the terminal through the communication channel (615).

Thereafter, the terminal registers the holding item for input (or selection) of the holding item registration request information including at least one of the user information, the securities company information, the item name information, the item code information, the holding quantity information, and the purchase amount information per share. The holding event registration request information is input (or selected) through the user interface included in the request interface screen (620).

If the terminal inputs (or selects) the item information requesting information including at least one of the user information, securities company information, item name information, item code information, holding quantity information, and purchase price information per share (625), the The terminal transmits the registered item registration request information to the server through the communication channel (630), and correspondingly, the server receives the registered item registration request information from the terminal through the communication channel (635). The validity of the holding item registration request information is checked (640).

According to an embodiment of the present invention, the validity check on the received user information, securities company information, item name information, item code information including at least one member management on the self-planner system associated with the registered item registration system D / B (not shown) (or member management D / B (not shown) on the member management system (not shown)) including checking whether at least one or more user information matching the item registration request information is registered. It is preferable to make.

In addition, the validity check on the registered item registration request information including at least one or more of the received user information, securities company information, item name information, item code information, holding amount information, purchase price information per share, the holding item registration system and Item management D / B (not shown) on the linked self-planner system (or item management D / B (not shown) on the item management system (not shown) or item management D / B (not shown) on the registered item registration system) It is preferable to include whether the at least one or more securities information matching the holding item registration request information is registered.

For example, the validity check on the registered item registration request information including at least one of the user information, the securities company information, the item name information, the item code information, the holding quantity information, and the purchase price information per share is included in the holding item registration request information. And checking whether the user information (personal information of the user, member information, etc.) is matched with the user information stored in the member management D / B (not shown) on the self-planner system linked to the holding event registration system. It is preferable.

In addition, the validity check on the registered item registration request information including at least one of the user information, securities company information, item name information, item code information, holding quantity information, purchase price information per share, is included in the holding item registration request information The item name information is provided on a self-planner D / B (not shown) on the self-planner system linked to the holding item registration system (or a securities company system linked to the holding item registration system or the self-planner linked to the holding item registration system). It is preferable to include a check whether the match with the item information stored in the securities company system associated with the system.

In addition, the validity check on the registered item registration request information including at least one of the user information, securities company information, item name information, item code information, holding quantity information, purchase price information per share, is included in the holding item registration request information The item code information is included in the item management D / B (not shown) on the self-planner system linked to the holding item registration system (or the securities company system linked to the holding item registration system or the self-planner linked to the holding item registration system). It is preferable to include a check whether the match with the item information stored in the securities company system associated with the system.

If the validity of the received item registration request information is not confirmed (645), the server generates (or extracts) validation error information for the received item registration request information to establish the communication channel. The transmission to the terminal through (650).

On the other hand, if the validity of the received holding item registration request information is confirmed (645), the server stores the received holding item registration request information in the storage medium 530 shown in Figure 5 (655).

The user information is a personal information (eg, name, resident registration number, address, telephone number) for the user requesting registration of the holding item in order to request information on one or more stock items held by the user using the self-planner system. , A mobile phone number, an e-mail, etc.) and at least one member information (for example, member ID information provided by joining the self-planner system in order to use the self-planner system). .

The securities company information is a financial institution information (eg, corporate name) for a financial institution, such as a securities company in which the stock items held by the user is deposited to request information on one or more stock items held by the user using the self-planner system , Business registration number, corporation registration number, business address, telephone number, homepage address, etc., and access information for accessing the server of the securities company to provide information on the stock market through the self-planner system (eg, Member ID information, etc.).

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the user's own item for requesting information on one or more stock items held by the user using the self-planner system. desirable.

The stock code information may be used to identify information on one or more stocks held by the user using the self-planner system, and to identify international securities that conform to the ISO 6166 (or KS X ISO 6166) standard given to the stock. It is preferable that the information includes an International Securities Identification Numbering System (ISIN) and at least one short code information.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

Preferably, the quantity information includes stock quantity information on a stock held by the user.

The purchase price information per share may include price per share (ie, purchase price) information for the stock held by the user at the time of purchasing the stock held by the user.

FIG. 7 is a diagram illustrating an information registration process for registering a holding item for requesting information on one or more stock items according to an embodiment of the present invention.

In more detail, FIG. 7 shows that the user terminal 535 on the stock event registration system shown in FIG. 5 holds a request for information on one or more stock items to the stock event registration server 500 through a predetermined network means. When the registered item registration request information including at least one or more user information, securities company information, item name information, item code information, holding amount information, purchase amount information per share for the item registration is transmitted, the holding item registration server 500 Regarding the process of storing the holding item registration request information in the storage medium 530, those of ordinary skill in the art to which the present invention pertains, refer to and / or modify the drawing 7 to one or more stock items Various implementation methods for the information registration process for the registration of the stock for the request for information on the invention can be inferred, but the present invention is Includes all embodiments estimation method, it shall not be limited to the exemplary method shown in the figure 7.

Hereinafter, in FIG. 7, the stock event registration server 500 on the stock event registration system illustrated in FIG. 5 is referred to as a “server” for convenience, and the user terminal 535 on the stock event registration system illustrated in FIG. 5 is referred to for convenience. It is called "terminal".

Referring to FIG. 7, the terminal on the holding item registration system shown in FIG. 5 connects to the server through the network means and connects a communication channel for registering the holding item for requesting information on one or more stock items. 700).

According to an embodiment of the present invention, the communication channel connection process may further include at least one or more steps of logging in to the server from the terminal, and / or joining the server to the server. In the process, the customer information corresponding to the terminal is extracted (or obtained).

Those skilled in the art to which the present invention belongs, the terminal is connected to the server according to the communication protocol corresponding to the network means through a predetermined browser program corresponding to the network means to the one or more stock items Since you will be familiar with the technical features of connecting the communication channel for registration of stocks for requesting information on the detailed description thereof will be omitted for convenience.

As described above, when a communication channel for registering a stock item for requesting information on one or more stock items is connected between the terminal and the server, the terminal requests the server for information on the one or more stock items through the communication channel. To request the registered item registration interface screen for the holding item registration (705), the server corresponding to the user information, securities company information, item name information, item code information, holding quantity information, the number of shares per week Create (or extract) the item registration request interface screen including a user interface for inputting (or selecting) the item registration request information including at least one amount of money information (710), and the generated (or extracted) Reserve item registration request interface screen is transmitted to the terminal through the communication channel (715).

Thereafter, the terminal registers the holding item for input (or selection) of the holding item registration request information including at least one of the user information, the securities company information, the item name information, the item code information, the holding quantity information, and the purchase amount information per share. In operation 720, the item registration request information is input (or selected) through the user interface included in the request interface screen.

If the user information, securities company information, item name information, item code information, holding amount information, purchase price information including at least one purchase amount information per share is input (or selected) (725), The terminal transmits the holding item registration request information to the server through the communication channel (730), and correspondingly, the server transmits the received holding item registration request information to the storage medium 530 shown in FIG. Save (735).

The user information may include personal information (eg, name, social security number, address, telephone number, Mobile phone number, e-mail, etc.) and member information (e.g., member ID information provided by joining the self-planner system in order to use the self-planner system).

The securities company information is a financial institution information (eg, corporate name) for a financial institution, such as a securities company in which the stock items held by the user is deposited to request information on one or more stock items held by the user using the self-planner system , Business registration number, corporation registration number, business address, telephone number, homepage address, etc., and access information for accessing the server of the securities company to provide information on the stock market through the self-planner system (eg, Member ID information, etc.).

The item name information includes a name (eg, Samsung Electronics, Samsung Electronics, etc.) of the user's own item for requesting information on one or more stock items held by the user using the self-planner system. desirable.

The item code information is an international securities identification number that conforms to the ISO 6166 (or KS X ISO 6166) standard granted to the holding item for requesting information on one or more stock items held by the user using the self-planner system. Information (International Securities Identification Numbering system; ISIN) and, preferably, at least one code information.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

Preferably, the quantity information includes stock quantity information on a stock held by the user.

The purchase price information per share may include price per share (ie, purchase price) information for the stock held by the user at the time of purchasing the stock held by the user.

8 is a diagram illustrating a self-planner system for providing a home trading service for one or more stock items registered or held by a user according to an embodiment of the present invention.

In more detail, FIG. 8 illustrates that a predetermined user terminal 855 accesses a server on a self-planner system through a predetermined network means to provide a home trading service for one or more stock items registered or held by the user. When providing a self-planner service including one or more information from the user, registered or held by the user for one or more items of interest and / or possessions registered in the server through the information registration system shown in Figure 2 or 5 Figure 1 illustrates a configuration of a self-planner system providing a home trading service for one or more stock items, and those of ordinary skill in the art to which the present invention pertains may refer to and / or modify this drawing. Trading book for one or more stocks registered or held by Would have a variety of exemplary methods for the self-planar structure of a system for a switch provided can be inferred, the present invention includes all embodiments in which the inference method, shall not be limited to the exemplary method shown in the figure 8.

For example, a person having ordinary skill in the art to which the present invention pertains may refer to and / or modify the present drawing 8 so that each functional component (or functional component) provided in the self-planner server 800 is plural. And / or each functional component (or functional component) provided in the self-planner server 800 may be provided as one or more functional components (or functional component). The invention is not limited.

Hereinafter, when the self-planner is output through the user terminal 855 on the self-planner system illustrated in FIG. 8, transactions for the items owned by the user and / or items of interest that the user is interested in through the self-planner. At least one or more means for providing historical information (eg, daily transaction information), and generating a purchase order / additional purchase order / partial sell order / all-selling order based on the provided transaction history information and to the securities company server; The components corresponding to the functional configuration are referred to as "self-planner server 800" for convenience.

Referring to FIG. 8 according to an embodiment of the present invention, a self-planner system for providing a home trading service for one or more stock items registered or held by a user according to the present invention may include at least one user connected to a predetermined network means. Interest item registration request information and / or user information, securities company information, item name including one or more user information, item name information, item code information registered through the terminal 855 and the information registration system shown in FIG. Storage medium (840) for storing the item registration request information including at least one information, item code information, quantity information, purchase amount information per week, and the item of interest registration information stored in the storage medium (840, Self-planner server 800 for providing a home trading service based on the item registration request information, and the self-planner standing Receiving a buy order for favorite stocks from 800, or received an additional number of order / sell orders some / all sell order for the holdings and further characterized in that obtained by having a brokerage server that processes them.

The user terminal 855 may be a wired communication network based on Transmission Control Protocol / Internet Protocol (TCP / IP) or User Datagram Protocol / Internet Protocol (UDP) (eg, Asymmetric Digital Subscriber Line (ADSL) / VDSL (Very High- and at least one wired terminal including a desktop computer and / or laptop connected to the self-planner server 800 via a data rate Digital Subscriber Line) and / or a cable communication network, and / or CDMA ( A mobile communication terminal connected to a Code Division Multiple Access (CDMA) based mobile communication network (or a High Speed Downlink Packet Access (HSDPA) based mobile communication network), and / or a portable Internet terminal connected to an IEEE 802.16x based high speed wireless Internet, and / Or at least one wireless terminal including at least one wireless LAN terminal connected to an IEEE 802.11x based wireless LAN communication network. The user terminal 855 outputs at least one home trading interface screen provided by the self-planner server 800, and inputs and / or selects at least one information through the home trading interface screen. It is preferable that a function configuration (for example, a browser program and a communication function) for transmitting to the self-planner server 800 is provided.

Here, the home trading interface screen is a single home trading interface screen, integrating each home trading interface screen provided by a plurality of securities companies that can be connected through the self-planner server 800, the home trading interface On the screen, information on interest items corresponding to the interest item registration request information registered through the information registration system shown in FIG. 2 and / or reserved item registration request information registered through the information registration system shown in FIG. It is preferable to include one or more pieces of information on the stocks held.

Those skilled in the art to which the present invention pertains can easily infer the characteristics of the user terminal 855 corresponding to at least one or more wired terminals and / or wireless terminals, and thus the detailed description thereof Omit for convenience.

When the user terminal 855 is a wired terminal according to an embodiment of the present invention, the network means includes the wired communication network based on the TCP / IP or UDP / IP, and the user terminal 855 is a wireless terminal. , The network means comprises at least one of the CDMA based (or HSDPA based) mobile communication network, and / or IEEE 802.16x based high speed wireless Internet, and / or IEEE 802.11x based wireless LAN communication network. desirable.

The storage medium 840 provided on the self-planner system according to the present invention registers an item of interest including one or more user information, item name information, and item code information registered through the item of interest registration system shown in the drawings. At least one of the request information, the user information, securities company information, item name information, item code information, holding amount information, purchase price information per share, including at least one or more information is stored.

The user information may be personal information (eg, for the user who requests registration of the item of interest (or holding item) for requesting information on one or more stock items that the user is interested in or holds by using the self-planner system. Name, resident registration number, address, telephone number, mobile phone number, e-mail, etc.) and member information (e.g., member ID information, etc., granted by signing up as a member of the self-planner system to use the self-planner system). It is preferable to include one or more.

The item name information may include a name (eg, Samsung Electronics, etc.) of the item of interest (or item held by the user) in order to request information on one or more stock items of interest or possession by the user using the self-planner system. And Samsung Electronics Co.).

The item code information is an ISO 6166 (or KS X ISO 6166) granted to the item of interest (or holdings) for requesting information on one or more stock items of interest or possession by the user using the self-planner system. It is preferable to include the International Securities Identification Numbering System (ISIN) according to the standard and at least one short code information.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

The securities company information is a financial institution information (eg, corporate name) for a financial institution, such as a securities company in which the stock items held by the user is deposited to request information on one or more stock items held by the user using the self-planner system , Business registration number, corporation registration number, business address, telephone number, homepage address, etc., and access information for accessing the server of the securities company to provide information on the stock market through the self-planner system (eg, Member ID information, etc.).

Preferably, the quantity information includes stock quantity information on a stock held by the user.

Preferably, the purchase price information per share includes price per share (ie, purchase price) information for the stock held by the user at the time of purchasing the stock held by the user.

According to an embodiment of the present invention, the self-planner system provides information on one or more items of interest (or holdings) registered by the user in order to provide a home trading service for one or more stock items registered or held by the user. And a securities firm server that processes a buy (or sell) request received through the home trading service provided by the self-planner.

According to an embodiment of the present invention, the self-planner server 800 communicates with the user terminal 855 through the network means in order to provide a web interface corresponding to the user terminal 855 and the network means. And an interface unit 805 (or interface means) for connecting and managing channels, whereby the self-planner server 800 establishes a wired communication network and / or a wireless communication network with the user terminal 855. It has the function of a web server connected via communication.

According to an embodiment of the present invention, when the user terminal 855 is a wired terminal to which a communication channel is connected through a wired communication network based on TCP / IP or UDP / IP, the interface unit 805 is the user terminal 855. And a predetermined communication channel based on the HTTP (Hyper-Text Transfer Protocol) protocol, and the home trading interface screen in the form of a Hyper-Text Markup Language (HTML) compatible document to the user terminal 855 through the communication channel. And / or transmit and output the information providing screen, and receive and process the predetermined (or sell) request information input (or selected) input through the home trading interface screen from the user terminal 855. desirable.

According to another exemplary embodiment of the present invention, when the user terminal 855 is a wireless terminal to which a communication channel is connected through a CDMA-based wireless communication network, the interface unit 805 may communicate with the user terminal 855 and WAP (Wireless). Connect a predetermined communication channel based on the Application Protocol and / or the Mobile Explorer (ME) protocol, and the home form in the form of a Wireless Markup Language (WML) and / or HTML compatible document to the user terminal 855 through the communication channel. It is preferable to perform a function of transmitting and outputting a trading interface screen and / or an information providing screen, and receiving and processing predetermined number (or sell) request information corresponding to the home trading interface screen from the user terminal 855. .

According to another exemplary embodiment of the present invention, when the user terminal 855 is a wireless terminal to which a communication channel is connected through an IEEE 802.16x based wireless communication network, the interface unit 805 may be connected to the user terminal 855. Connect a predetermined communication channel based on a wireless protocol corresponding to the IEEE 802.16x standard, and transmit and output a predetermined home trading interface screen and / or information providing screen to the user terminal 855 through the communication channel; And receiving and processing predetermined number of pieces (or selling) request information corresponding to the home trading interface screen from the user terminal 855, and / or the user terminal 855 performs IEEE 802.11x. In the case of a wireless terminal connected to a communication channel through a wireless communication network based on the interface unit 805, the user terminal 855 and the IEEE 802.11x protocol. Connect a predetermined communication channel based on a wireless protocol corresponding to the present invention, transmit a predetermined home trading interface screen and / or an information providing screen to the user terminal 855 through the communication channel, and output the same. In step 855, it is preferable to perform a function of receiving and processing predetermined number of pieces (or selling) request information corresponding to the home trading interface screen.

Referring to FIG. 8, the self-planner server 800 cooperates with the interface unit 805 when a predetermined user terminal 855 accesses the self-planner server 800 through the interface unit 805. Interface providing unit 810 (or interface) for generating (or extracting) a predetermined home trading interface screen for inputting (or selecting) predetermined purchase (or selling) request information from the user terminal 855. Providing means) and an information receiving unit 815 for receiving the buy (or sell) request information that is input (or selected) and transmitted from the user terminal 855 through the home trading interface screen in cooperation with the interface unit 805. (Or information receiving means) and a relay transmission unit (or relay transmission means) for relaying the received purchase (or sell) request information to the securities company server. It features.

The apparatus may further include a protocol converting unit (or protocol converting means) for converting the buying (or selling) request information into a protocol for each securities company when relaying the buying (or selling) request information to the securities company server through the relay transmitting unit. Characterized in that made.

The interface providing unit 810 has a functional configuration (eg, a user) provided in the user terminal 855 when a predetermined user terminal 855 connects to the self-planner server 800 through the interface unit 805. A predetermined home trading interface capable of inputting (or selecting) predetermined purchase (or selling) request information corresponding to a browser program included in the terminal 855 and transmitting the predetermined purchase (or selling) request information to the self-planner server 800 through the network means. The user terminal 855 generates a screen, and / or extracts from a predetermined database (not shown), and the home trading interface screen generated (or extracted) in conjunction with the interface unit 805 through the network means. It is characterized by providing in).

Thereafter, the user terminal 855 inputs (or selects) predetermined buy (or sell) request information based on the home trading interface screen, and inputs (or selects) the buy (or sell) request information. If confirmed, the user terminal 855 transmits the input (or select) purchase (or sell) request information to the self-planner server 800 through the network means.

If one of ordinary skill in the art to which the present invention pertains, the user terminal 855 inputs the buy (or sell) request information through at least one form form included in the home trading interface screen. (Or select) technical features, and technical features for transmitting the input (or select) buy (or sell) request information to the self-planner server 800 through a communication protocol provided by the network means. Since it will be, a detailed description thereof will be omitted for convenience.

The information receiver 815 inputs (or selects) predetermined purchase (or sell) request information from the user terminal 855 through the home trading interface screen and transmits the information through the network means. And the buy (or sell) request information in conjunction with the request, and the received buy (or sell) request information is provided to the relay processor.

The buy (or sell) request information is preferably made by the user includes at least one item information (buy or sell) target information, the buy (or sell) quantity information, the purchase (or sell) price information per week.

The buy (or sell) target item information is the name (eg, Samsung Electronics, Samsung Electronics, etc.) for the stock item that the user wants to buy (or sell) using the self-planner system, and to buy (or sell) It is preferable to include at least one of the International Securities Identification Numbering System (ISIN) and the short code information according to the ISO 6166 (or KS X ISO 6166) standard assigned to the stocks.

Herein, the international securities identification number conforming to the ISO 6166 standard includes a country code consisting of two alpha digits specified in ISO 3166 (or KS X 1510), an attribute code, a publisher identification code, five digits, and an item identification code. It is preferable to include a basic number consisting of letters and numbers with 9 digits and a check digit calculated by the modular 10 (Double-Add Double) method.

In addition, the short code information is preferably made to include the code information for the convenience of the transaction for the individual investors and the efficiency of computerization and other classification system.

Preferably, the buy (or sell) quantity information includes the quantity of the stock to be bought (or sold) by the user.

The purchase (or sell) amount information per share preferably includes a price per share for the stock the user wants to buy (or sell).

The user terminal 855 inputs (or selects) predetermined purchase (or sell) request information through the home trading interface screen and transmits the information through the network means, and purchases (or purchases) through the information receiving unit 815. When the seller request information is received, the relay processor transmits the received purchase (or sell) request information to the brokerage company through the information receiver 815 interworking with the interface unit 805.

Here, when transmitting the buy (or sell) request information to the securities company server, the purchase (or sell) request information received from the user terminal 855 further includes a division value for distinguishing the self-planner server 800 It is preferable to transmit the data. When the processing for the fund subscription / termination / renewal request requested by the user is completed, it is preferable to provide an incentive based on a division value for distinguishing the self-planner server 800.

In addition, when the relay processing unit wants to transmit the buy (or sell) request information to the securities company server, the protocol conversion unit checks the protocol of the securities company with the securities trading account possessed by the user according to each protocol for each securities company and And converting the buy (or sell) request information according to the identified protocol.

For example, when the purchase (or sell) request information is transmitted from the self-planner server 800 to the A brokerage company server 845, the protocol information stored in connection with the A brokerage company information is checked and based on the confirmed protocol information. It is preferable to convert the buy (or sell) request information, and the converted buy (or sell) request information is preferably transmitted to the A brokerage company server 845 through the relay processing unit.

9 is a diagram illustrating a process for providing a home trading service for one or more stock items registered or held by a user according to an embodiment of the present invention.

In more detail, in FIG. 9, a predetermined user terminal 855 accesses a server on a self-planner system through predetermined network means to provide a home trading service for one or more stock items registered or held by the user. When providing a self-planner service including one or more information from the user, registered or held by the user for one or more items of interest and / or possessions registered in the server through the information registration system shown in Figure 2 or 5 As a configuration of a self-planner system providing a home trading service for one or more stock items, a person having ordinary technical knowledge in the art to which the present invention pertains may refer to and / or modify the present invention, and the user Trading book for one or more stocks registered or held by Would have a variety of exemplary methods for the self-planar structure of a system for a switch provided can be inferred, the present invention includes all embodiments in which the inference method, shall not be limited to the exemplary method shown in the figure 9.

Hereinafter, in FIG. 9, the self-planner server 800 on the self-planner system shown in FIG. 8 is referred to as "server" for convenience, and the user terminal 855 on the self-planner system shown in FIG. 8 is called "terminal" for convenience. "

Referring to FIG. 9, a terminal on the self-planner system shown in FIG. 8 accesses the server through the network means and connects a communication channel for requesting a home trading service for one or more stock items registered or held by a user. (900).

According to an embodiment of the present invention, the communication channel connection process may further include at least one or more steps of logging in to the server from the terminal, and / or joining the server to the server. In the process, the user information corresponding to the terminal is extracted (or obtained).

Those skilled in the art to which the present invention pertains may register the user by accessing the server according to a communication protocol corresponding to the network means through a predetermined browser program corresponding to the network means. Since you will be familiar with the technical features of connecting a communication channel for requesting a home trading service for one or more stocks held, the detailed description thereof will be omitted for convenience.

As described above, when a communication channel for requesting a home trading service for one or more stock items registered or held by a user is connected between the terminal and the server, the terminal registers or holds the user with the server through the communication channel. Request a home trading interface screen for a home trading service request for a stock item (905), and correspondingly, the server includes a user interface for inputting (or selecting) the buy (or sell) request information from the terminal. A home trading interface screen is generated (or extracted) (910), and the generated (or extracted) home trading interface screen is transmitted to the terminal through the communication channel (915).

Thereafter, the terminal processes the purchase (or sell) request information to be input (or select) through the user interface included in the home trading interface screen for inputting (or selecting) the purchase (or sell) request information. (920).

If the buy (or sell) request information is input (or selected) in the terminal (925), the terminal transmits the buy (or sell) request information to the server through the communication channel (930), In response, the server receives the buy (or sell) request information through the communication channel (935), and after the defense or processing with a protocol corresponding to the target brokerage server to send the received (or sell) request information ( In operation 940, the converted purchase (or sell) request information is transmitted to the brokerage company server (945).

For example, when the purchase (or sell) request information is transmitted from the self-planner server 800 to the A brokerage company server 845, the protocol information stored in connection with the A brokerage company information is checked and based on the confirmed protocol information. It is preferable to convert the buy (or sell) request information, and the converted buy (or sell) request information is preferably transmitted to the A brokerage company server 845 through the relay processing unit.

Thereafter, the server receives processing result information corresponding to the transmitted (or sell) request information from the securities company server (950), and processes the received processing result information to be registered on the self-planner (955). .

FIG. 10 illustrates a process for providing a home trading service for one or more stock items registered or held by a user according to another exemplary embodiment of the present invention.

In more detail, in FIG. 10, in order to provide a home trading service for one or more stock items registered or held by the user, a predetermined user terminal 855 accesses a server on a self-planner system through a predetermined network means, and the server When providing a self-planner service including one or more information from the user, registered or held by the user for one or more items of interest and / or possessions registered in the server through the information registration system shown in Figure 2 or 5 As a configuration of a self-planner system that provides a home trading service for one or more stock items, a person having ordinary technical knowledge in the art to which the present invention pertains may be referred to and / or modified with reference to FIG. Home trading for one or more stocks registered or held by the user Would be able to infer a variety of exemplary methods for the self-planar system configured for providing services, the present invention includes all embodiments in which the inference method, shall not be limited to the exemplary method shown in the figure 10.

Hereinafter, in FIG. 10, the self-planner server 800 on the self-planner system shown in FIG. 8 is referred to as "server" for convenience, and the user terminal 855 on the self-planner system shown in FIG. 8 is "terminal" for convenience. It is called.

Referring to FIG. 10, the terminal on the self-planner system shown in FIG. 8 connects to the server via the network means and connects a communication channel for requesting a home trading service for one or more stock items registered or held by a user. (1000).

According to an embodiment of the present invention, the communication channel connection process may further include at least one or more steps of logging in to the server from the terminal, and / or joining the server to the server. In the process, the user information corresponding to the terminal is extracted (or obtained).

Those skilled in the art to which the present invention pertains may register the user by accessing the server according to a communication protocol corresponding to the network means through a predetermined browser program corresponding to the network means. Since you will be familiar with the technical features of connecting a communication channel for requesting a home trading service for one or more stocks held, the detailed description thereof will be omitted for convenience.

As described above, when a communication channel for requesting a home trading service for one or more stock items registered or held by a user is connected between the terminal and the server, the terminal registers or holds the user with the server through the communication channel. Request a home trading interface screen for a home trading service request for a stock item (1005), and correspondingly, the server includes a user interface for inputting (or selecting) the buy (or sell) request information from the terminal. A home trading interface screen is generated (or extracted) (1010), and the generated (or extracted) home trading interface screen is transmitted to the terminal through the communication channel (1015).

Thereafter, the terminal processes the purchase (or sell) request information to be input (or select) through the user interface included in the home trading interface screen for inputting (or selecting) the purchase (or sell) request information. (1020).

If the buy (or sell) request information is input (or selected) in the terminal (1025), the terminal transmits the buy (or sell) request information to the server through the communication channel (1030), In response, the server receives the buy (or sell) request information through the communication channel (1035), and relays the received buy (or sell) request information to a brokerage firm server (1040).

Here, when transmitting the buy (or sell) request information to the securities company server, it is preferable to further include a division value for distinguishing the server in the buy (or sell) request information received from the user terminal 855. When the processing for the fund subscription / termination / update request requested by the user is completed, it is preferable to provide an incentive based on the division value for identifying the server.

Thereafter, the server receives the processing result information corresponding to the transmitted (or selling) request information from the securities company server (1045), and processes the received processing result information to be registered on the self-planner (1050). .

According to the present invention, the securities transaction information is received / confirmed through the self-planner, and the securities transaction service (for example, buy / sell, etc.) is used, thereby using each program provided by a plurality of brokerage firms. There is an advantage that can be conveniently traded securities without.

Claims (4)

Requesting to retrieve item information on a user's own item provided through a self-planner, providing the same through a self-planner, and receiving a request for selling the item by the user who has confirmed this; Identifying a securities company in which stocks held by the user are deposited in response to the received selling request information; And transmitting the received selling request information to the securities company server. The method of claim 1, wherein the transmitting the received selling request information to the securities company server, A method of providing a trading service using a self-planner, characterized by further comprising a protocol conversion processing step for transmitting the received selling request information to the confirmed securities company. A computer-readable recording medium having recorded thereon a program for executing the method of claim 1. A means for requesting inquiry of stock information of a user's own stock provided through a self-planner, providing the result through the self-planner, and confirming this by a user requesting selling of the stock; Means for identifying a securities company in which the stock held by the user is deposited in response to the received selling request information; And a means for transmitting the received selling request information to the brokerage firm server.
KR1020080073145A 2008-07-25 2008-07-25 System and method for providing item transactions service by using self planner and recording medium KR20100011782A (en)

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Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
KR101209091B1 (en) * 2010-09-03 2013-01-02 (주) 옵투스투자자문 System for integrated trading and providing method thereof

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
KR101209091B1 (en) * 2010-09-03 2013-01-02 (주) 옵투스투자자문 System for integrated trading and providing method thereof

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