TW202111651A - Device and method of a quick stock investment checking within a level-ii information - Google Patents
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Abstract
Description
本發明是關於一種智慧手機上的金融商品帳務查詢技術,特別是關於一種智慧手機上的最佳五檔與快捷帳務查詢之裝置與方法。 The present invention relates to a financial commodity accounting query technology on a smart phone, in particular to a device and method for the best five files and quick accounting query on a smart phone.
最佳五檔買賣價量(以下簡稱最佳五檔),係指未成交之最高五檔買單檔位價格與張數以及未成交之最低五檔賣單檔位價格與張數,該資訊可幫助投資者做投資決策參考,決定買進或賣出個股的價位,並可得知委託買賣是否以最好的價格成交,通常是投資者正要下單之時會常盯著看的資訊以便掌握最佳的買賣價格。 The best five-tier price and volume (hereinafter referred to as the best five-tier) refers to the price and number of the highest five unexecuted buy orders and the price and number of the lowest five unexecuted sell orders. This information can help Investors make reference for investment decisions, decide the price to buy or sell individual stocks, and can know whether the entrusted transaction is executed at the best price. This is usually the information that investors will often stare at when they are about to place an order in order to grasp The best buying and selling price.
目前,行動設備金融下單軟體中頂多將最佳五檔買賣資訊與下單功能整合在同一個視圖(View),以讓使用者於下單之時又可同時查看最佳五檔。例如,先前技術一,中華民國專利公告號I499993,揭示了一種「行動設備金融下單軟體之下單與最佳候選檔次視圖整合裝置及方法」,該方法包含以下步驟:執行金融下單軟體;選取下單與最佳候選檔次整合視圖選項,以顯示下單與最佳候選檔次整合視圖,該下單與最佳候選檔次整合視圖係由一下單視圖以及一最佳候選檔次視圖所聯結並整合而成,下單視圖包含一商品代號輸入方塊以及一價格輸入方塊,而最佳候選檔次視圖
係依據一最佳候選檔次資訊所產生;輸入一商品代號資訊至商品代號輸入方塊;操作捲動/滑動下單與最佳候選檔次整合視圖;輸入一檔次價格;輸入一數量;及,確認下單。先前技術一揭露了行動設備金融下單軟體整合最佳五檔畫面的方法,然而,當投資者在正要下單之際盯著先前技術一的最佳候選檔次整合視圖時,若一時間想要查詢帳務方面的資訊,例如:查詢庫存股之數量或庫存股之損益(欲交易的金融商品和庫存股是同樣的商品),皆無法在最佳五檔資訊中立即切換到帳務查詢功能。先前技術一並無法滿足投資者的需求,因最佳候選檔次整合視圖僅將下單功能與佳候選檔次視圖(即,最佳五檔視圖)兩者整合在一起,而未將帳務查詢整合在一起。
At present, the mobile financial ordering software integrates the best five levels of trading information and the order function in the same view at most, so that users can view the best five levels at the same time when placing an order. For example, the
另有一種先前技術二的行動金融下單軟體,使用者欲查詢帳務方面的資訊時(例如:某一金融商品的庫存股之數量或即時損益),需以選單操作(未描繪),首先選擇“交易功能”選單,再選擇“帳務”,然後選擇“證券”,最後需分別點選“庫存股”及“即時庫存損益”,才可分別查詢到這兩項帳務資訊。 There is also a mobile financial ordering software of the previous technology 2. When users want to inquire about accounting information (for example: the number of treasury stocks or real-time profit and loss of a financial product), they need to use the menu operation (not depicted). First Select the "Trading Function" menu, then select "Accounting", then select "Securities", and finally click "Treasury stocks" and "Real-time inventory gains and losses" respectively to query these two accounting information separately.
由於先前技術一只有將下單與最佳五檔兩者整合在一起,並未提供帳務資訊,而先前技術二的層層選單之操作限制,使用者(投資者)無法在查看完整的最佳五檔之際立即切換到同一金融商品(指,與最佳五檔相同)之帳務功能,以查詢庫存數量與即時庫存損益等帳務資訊,不利使用者在短時間內做出下單決策。例如:使用者在看“台積電”的最佳五檔,打算下單賣出已有獲利的“台積電”股票,但忘了自己尚有多少“台積電”的庫存股,也不清楚當下“台積電”股票的即時庫存損益,進而影響到使用者的下單決策。 Since the previous technology one only integrates the order placement and the best five files, it does not provide accounting information, and the previous technology two’s layered menu operations are restricted, and the user (investor) cannot view the complete latest file. On the best fifth gear, immediately switch to the accounting function of the same financial product (referring to the same as the best fifth gear) to query inventory information such as inventory quantity and real-time inventory profit and loss, which prevents users from placing orders in a short time decision making. For example: the user is looking at the best five gears of "TSMC" and intends to place an order to sell the profitable "TSMC" stocks, but forgets how many "TSMC" treasury stocks they have, and is not clear about the current "TSMC" stocks. "The real-time inventory gains and losses of stocks, in turn, affect users' order decisions.
故,實有必要改善先前技術的方法,以硬體與軟體協同運作的資源提出一種利用最佳五檔與快捷帳務查詢之技術,使得使用者在查看某個股之最佳五檔之時,可快速查詢與最佳五檔同一金融商品之帳務資訊,以便彌補先前技術不足之處。 Therefore, it is necessary to improve the method of the prior art, and use the resources of hardware and software to work together to propose a technology that utilizes the best five files and quick accounting query, so that users can check the best five files of a certain stock. You can quickly query the accounting information of the same financial product as the best five files in order to make up for the shortcomings of the previous technology.
有鑑於此,本發明提出一種最佳五檔與快捷帳務查詢之裝置與方法,使用者可於最佳五檔視圖中啟動快捷帳務視窗,該快捷帳務視窗可讓使用者查詢庫存數量以及即時庫存損益。 In view of this, the present invention proposes a device and method for querying the best five files and quick accounts. The user can start the quick accounting window in the best five files view, and the quick accounting window allows the user to check the inventory quantity And immediate inventory gains and losses.
本發明提出一種最佳五檔與快捷帳務查詢之裝置,該裝置包含:一通訊模組,用以建立Internet網路連線;一登入驗證模組,用以與一伺服器建立連線並進行登入驗證;一最佳五檔模組,用以下載一金融商品之一最佳五檔資訊,依據該最佳五檔資訊產生該金融商品之一最佳五檔視圖,該最佳五檔視圖包含一快捷帳務按鍵,以及,接收一帳務查詢指令以驅動一快捷帳務模組;該快捷帳務模組,用以產生一快捷帳務視窗,上傳該帳務查詢指令至一帳務伺服器,該帳務查詢指令包含對應的該金融商品以及一帳務資訊請求,接收該帳務伺服器回傳對應該帳務資訊請求之一帳務資訊,及,將該帳務資訊更新顯示於該快捷帳務視窗;一記憶體,用以儲存一應用程式、該最佳五檔資訊、該帳務資訊,該應用程式包含該登入驗證模組、該最佳五檔模組與該快捷帳務模組;一螢幕,用以顯示該應用程式之圖形化使用者介面及處理觸控操作事件;一或多個處理器,連接該記憶體與該螢幕並執行該應用程式;其中,該快捷帳務視窗之一顯示位置係該最佳五檔資訊旁且不覆蓋該最佳五檔資訊為預設原則,以使該螢幕 之一可視範圍同時顯示完整的該快捷帳務視窗與完整的該最佳五檔資訊。 The present invention provides a device for the best five files and quick accounting query. The device includes: a communication module for establishing an Internet network connection; a login verification module for establishing a connection with a server and Perform login verification; a best five-file module for downloading one of the best five-file information of a financial product, and generate one of the best five-file views of the financial product based on the best five-file information, the best five-file The view includes a quick accounting button, and receiving an accounting query command to drive a quick accounting module; the quick accounting module is used to generate a quick accounting window and upload the accounting query command to an account The accounting query command includes the corresponding financial product and an accounting information request, receiving the accounting server to return one of the accounting information corresponding to the accounting information request, and updating the accounting information Displayed in the quick accounting window; a memory for storing an application, the best five-level information, the accounting information, the application includes the login verification module, the best five-level module, and the Quick account module; a screen to display the graphical user interface of the application and handle touch operation events; one or more processors to connect the memory and the screen to execute the application; among them, The display position of one of the quick accounting windows is next to the best five information and does not cover the best five information as the default principle, so that the screen One of the visible areas simultaneously displays the complete quick account window and the complete best five information.
本發明更進一步,在一些實施例中,其中該應用程式更包含:一快捷帳務設定模組,用以讓使用者自訂該帳務查詢指令所要查詢的該帳務資訊,係選自以下任一或任意組合:該庫存數量資訊、該庫存損益資訊、一所有庫存損益資訊、一應收與應付款資訊、一銀行帳戶餘額資訊、一維持率、一未平倉損益及一保證金。 The present invention is a further step. In some embodiments, the application program further includes: a quick account setting module for the user to customize the account information to be queried by the account query command, which is selected from the following Any or any combination: the inventory quantity information, the inventory profit and loss information, a total inventory profit and loss information, a receivable and payable information, a bank account balance information, a maintenance rate, an open position profit and loss, and a margin.
本發明更進一步,在一些實施例中,其中該帳務查詢指令所包含的該帳務資訊之設定係在該快捷帳務視窗中進行。使用者可在同一個該快捷帳務視窗中選擇查詢帳務或設定。 The present invention is a further step. In some embodiments, the accounting information included in the accounting query command is set in the quick accounting window. The user can choose to query or set the account in the same quick account window.
本發明更進一步,在一些實施例中,其中該快捷帳務視窗係一浮動式視窗(Floating Window)可被移動至任意位置,並具有一永遠置於頂層(Always-On-Top)屬性。 The present invention is a further step. In some embodiments, the quick account window is a floating window that can be moved to any position, and has an Always-On-Top attribute.
本發明又提出一種最佳五檔與快捷帳務查詢之方法,應用於一行動裝置,該行動裝置包含一通訊模組、一記憶體及一螢幕,該方法包含:與一伺服器建立連線並進行一登入驗證;下載一金融商品之一最佳五檔資訊,依據該最佳五檔資訊產生該金融商品之一最佳五檔視圖,該最佳五檔視圖包含一快捷帳務按鍵;接收一帳務查詢指令以產生一快捷帳務視窗;上傳該帳務查詢指令至一帳務伺服器,該帳務查詢指令包含對應的該金融商品以及一帳務資訊請求;接收該帳務伺服器回傳對應該帳務資訊請求之一帳務資訊;將該帳務資訊更新顯示於該快捷帳務視窗;其中,該快捷帳務視窗之一顯示位置係該最佳五檔資訊旁且不覆蓋該最佳五檔資訊為原則,以使該螢幕之一可視範圍同時顯示完整的該快捷帳務視窗與完整 的該最佳五檔資訊。 The present invention also proposes a method for the best five files and quick accounting query, which is applied to a mobile device, the mobile device includes a communication module, a memory and a screen, the method includes: establishing a connection with a server And perform a login verification; download one of the best five files of a financial product information, generate one of the best five files view of the financial product based on the best five files information, and the best five file view includes a quick accounting button; Receive an accounting query command to generate a quick accounting window; upload the accounting query command to an accounting server, the accounting query command includes the corresponding financial product and an accounting information request; receive the accounting server The device returns one of the accounting information corresponding to the accounting information request; the accounting information is updated and displayed in the quick accounting window; among them, one of the quick accounting windows is displayed at the position next to the best five information and not Covering the best five files of information is the principle, so that a visual area of the screen can display the complete quick account window and complete The best five files of information.
本發明更進一步,在一些實施例中,其中該應用程式更包含:接收一使用者自訂該帳務查詢指令所要查詢的該帳務資訊,係選自以下任一或任意組合:該庫存數量資訊、該庫存損益資訊、一所有庫存損益資訊、一應收與應付款資訊、一銀行帳戶餘額資訊、一維持率、一未平倉損益及一保證金。 The present invention is a further step. In some embodiments, the application program further includes: receiving the accounting information to be queried by a user-customized accounting query command, which is selected from any one or any combination of the following: the inventory quantity Information, the inventory profit and loss information, a total inventory profit and loss information, a receivable and payable information, a bank account balance information, a maintenance rate, an open position profit and loss, and a margin.
本發明更進一步,在一些實施例中,其中該帳務查詢指令所包含的該帳務資訊之設定係在該快捷帳務視窗中進行。使用者可在同一個該快捷帳務視窗中選擇查詢帳務或設定。 The present invention is a further step. In some embodiments, the accounting information included in the accounting query command is set in the quick accounting window. The user can choose to query or set the account in the same quick account window.
本發明更進一步,在一些實施例中,其中該快捷帳務視窗係一浮動式視窗(Floating Window)可被移動至任意位置,並具有一永遠置於頂層(Always-On-Top)屬性。 The present invention is a further step. In some embodiments, the quick account window is a floating window that can be moved to any position, and has an Always-On-Top attribute.
以下在實施方式中詳細敘述本發明之詳細特徵以及優點,其內容足以使任何熟習相關技藝者瞭解本發明之技術內容並據以實施,且根據本說明書所揭露之內容、申請專利範圍及圖式,任何熟習相關技藝者可輕易地理解本發明相關之目的及優點。 The detailed features and advantages of the present invention will be described in detail in the following embodiments. The content is sufficient to enable anyone familiar with the relevant art to understand the technical content of the present invention and implement it accordingly, and in accordance with the content disclosed in this specification, the scope of patent application and the drawings. Anyone who is familiar with relevant skills can easily understand the purpose and advantages of the present invention.
10‧‧‧最佳五檔與快捷帳務查詢之裝置 10‧‧‧The best five files and fast accounting query device
12‧‧‧處理器 12‧‧‧Processor
14‧‧‧記憶體 14‧‧‧Memory
16‧‧‧螢幕 16‧‧‧Screen
18‧‧‧通訊模組 18‧‧‧Communication Module
20‧‧‧應用程式 20‧‧‧Apps
22‧‧‧登入驗證模組 22‧‧‧Login Verification Module
24‧‧‧最佳五檔模組 24‧‧‧The best five-speed module
26‧‧‧快捷帳務模組 26‧‧‧Quick Accounting Module
28‧‧‧快捷帳務設定模組 28‧‧‧Quick Account Setting Module
30a、30b‧‧‧最佳五檔視圖 30a, 30b‧‧‧The best five-level view
32‧‧‧快捷帳務按鍵 32‧‧‧Quick Accounting Button
34‧‧‧快捷帳務視窗 34‧‧‧Quick Accounting Window
第1圖為本發明實施例裝置之系統功能方塊圖;第2圖為本發明一實施例應用程式之系統功能方塊圖;第3圖為本發明一實施例最佳五檔之螢幕畫面示意圖;第4圖為本發明實施例一最佳五檔與快捷帳務查詢視窗之螢幕畫面 示意圖;第5圖為本發明實施例二最佳五檔與快捷帳務查詢視窗之螢幕畫面示意圖;第6圖為本發明另一實施例直式最佳五檔之螢幕畫面示意圖;第7圖為本發明實施例三直式最佳五檔與快捷帳務查詢視窗之螢幕畫面示意圖;第8圖為本發明實施例四直式最佳五檔與快捷帳務查詢視窗之螢幕畫面示意圖;第9圖為本發明另一實施例應用程式之系統功能方塊圖;第10圖為本發明一實施例最佳五檔與快捷帳務查詢設定視窗之螢幕畫面示意圖;第11圖為本發明另一實施例最佳五檔與快捷帳務查詢設定視窗之螢幕畫面示意圖;及,第12圖為本發明實施例一之操作流程圖。 Figure 1 is a system function block diagram of the device according to an embodiment of the present invention; Figure 2 is a system function block diagram of an application program according to an embodiment of the present invention; Figure 3 is a schematic diagram of the screen of the best five files according to an embodiment of the present invention; Figure 4 is a screen shot of the best five files and the quick account query window of the first embodiment of the present invention Schematic diagram; Figure 5 is a schematic diagram of the screen of the best five files and the quick account query window of the second embodiment of the present invention; Figure 6 is a schematic diagram of the screen of the best five vertical files according to another embodiment of the present invention; Figure 7 Fig. 8 is a schematic diagram of the screens of the best five vertical files and the quick accounting query window of the third embodiment of the present invention; Figure 8 is a diagram of the screens of the best five vertical files and the quick accounting query window of the fourth embodiment of the present invention; Fig. 9 is a system functional block diagram of an application program according to another embodiment of the present invention; Fig. 10 is a screen diagram of the best five files and a quick account query setting window of an embodiment of the present invention; Fig. 11 is another embodiment of the present invention The screen diagram of the best five files and the quick account query setting window of the embodiment; and, Figure 12 is the operation flowchart of the first embodiment of the present invention.
本發明係使用於智慧手機(Smartphone)、平板電腦(Tablet PC)、手持式股票機(Hand-Held Stock Quoting Device)、個人數位助理(PDA)…等等,凡是配置有螢幕並可執行本發明應用程式(即,股票交易軟體)之行動裝置皆可以應用本發明裝置與方法。 The present invention is used in smart phones (Smartphone), tablet computers (Tablet PC), handheld stock machines (Hand-Held Stock Quoting Device), personal digital assistants (PDA)... etc., all equipped with a screen and can execute the present invention All mobile devices of application programs (ie, stock trading software) can use the device and method of the present invention.
參閱第1圖與第2圖,本發明最佳五檔與快捷帳務查詢之裝置10之系統功能方塊圖與一實施例應用程式20之系統功能方塊圖,圖例僅列出與本發明一較佳實施例相關之核心模組,其餘模組省略未描繪。本實施
例應用程式20係執行於本發明最佳五檔與快捷帳務查詢之裝置10上。在本發明的一實施例中,本發明最佳五檔與快捷帳務查詢之裝置10包含:一或多個處理器12、記憶體14、螢幕16以及通訊模組18。其中,記憶體14儲存有應用程式20;處理器12執行應用程式20所包含的複數個程式指令,並以硬體與軟體協同運作的方式實施以下模組:登入驗證模組22、最佳五檔模組24與快捷帳務模組26;螢幕16用以顯示應用程式20的圖形化使用者介面(GUI)以及處理觸控操作事件;通訊模組18用以建立Internet網路連線,如:有線寬頻、WLAN(Wi-Fi等)、行動通訊網路(如3G、4G、5G…)等等。
Referring to Figures 1 and 2, the system function block diagram of the
繼續參閱第2圖,本發明一實施例應用程式20之系統功能方塊圖,其包含有:登入驗證模組22、最佳五檔模組24與快捷帳務模組26,圖例僅列出與本發明一較佳實施例相關之核心模組,其餘模組省略未描繪,例如:國際金融報價模組、自選報價模組、詳細報價模組、個股新聞模組、交易模組…等。
Continuing to refer to Figure 2, the system function block diagram of the
登入驗證模組22用以與伺服器建立連線並進行登入驗證,在一些實施例中登入驗證成功後下載令牌(Token)並儲存於記憶體14中,登入驗證包含多種方法,在一些實施例中係以帳號及密碼進行身份驗證;在一些實施例中係以使用者的生物特徵進行身份驗證,例如:指紋辨識或Face ID辨識。
The
最佳五檔模組24用以自報價伺服器下載股票或其他金融商品的最佳五檔資訊,然後再依據下載的最佳五檔資訊產生最佳五檔視圖30a、30b(參閱第3圖、第6圖),以及,接收帳務查詢指令以驅動快捷帳務模組26。所謂的“帳務查詢指令”包含對應的金融商品以及帳務資訊請求
(Request),其係點選代表帳務查詢的標記、圖示或按鍵即產生帳務查詢指令,如點選第3圖中的快捷帳務按鍵32。其中,帳務查詢指令所“對應的金融商品”係指由何者的最佳五檔資訊中所產生,例如:當下的最佳五檔資訊係對應“台積電”,由此視圖產生的帳務查詢指令即對應“台積電”。
The best five-
快捷帳務模組26用以產生快捷帳務視窗34(參閱第4圖),快捷帳務視窗34具有永遠置於頂層(Always-On-Top)屬性,在一些實施例中係設定為浮動式視窗(Floating Window)可被移動至任意位置(例如:使用者以拖放方式操作以移動視窗位置)。本發明讓使用者在不離開最佳五檔視圖30a、30b的情況下即可利用快捷帳務視窗34迅速查詢同一個金融商品的帳務資訊(即,與當下最佳五檔資訊相同的金融商品)。為讓使用者在查看最佳五檔資訊之際可隨時查看帳務資訊,快捷帳務視窗34之顯示位置係最佳五檔資訊旁且不覆蓋最佳五檔資訊為原則,以使螢幕可視範圍內同時顯示完整的最佳五檔資訊及快捷帳務視窗34。快捷帳務模組26產生快捷帳務視窗34的同時並上傳帳務查詢指令至帳務伺服器,而帳務查詢指令除了包含對應的金融商品,還包含帳務資訊請求。當帳務伺服器收到帳務查詢指令即自資料庫撈取對應於帳務資訊請求的帳務資訊,再由快捷帳務模組26接收帳務伺服器回傳之帳務資訊,最後,快捷帳務模組26將帳務資訊更新顯示於快捷帳務視窗34。在一些實施例中,接收快捷帳務模組26所上傳的帳務查詢指令係中台伺服器(Middle Server,或稱中介伺服器)。中台伺服器接收到帳務查詢指令後,利用後台伺服器(例如:真正處理帳務的大型主機或伺服器)所提供的API向後台伺服器進行查詢,於此,中台伺服器亦視為帳務伺服器的一種。
The
上述的登入驗證伺服器、報價伺服器與帳務伺服器,在一些實施例中為同一臺伺服器或同一伺服器叢集;在一些實施例中,登入驗證伺服器、報價伺服器與帳務伺服器為分別設置的不同伺服器或伺服器叢集;在一些實施例中,登入驗證伺服器與報價伺服器為同一臺伺服器或同一伺服器叢集,而帳務伺服器為分開設置的不同伺服器或伺服器叢集;在一些實施例中,登入驗證伺服器與帳務伺服器為同一臺伺服器或同一伺服器叢集,而報價伺服器為分開設置的不同伺服器或伺服器叢集;在一些實施例中,登入驗證伺服器為獨立一臺伺服器或伺服器叢集,而報價伺服器與帳務伺服器兩者為同一臺伺服器或伺服器叢集。前述一實施例中,登入驗證成功後下載令牌(Token)並儲存於記憶體14中,該令牌的用途即在於簡化登入驗證的流程。在上述一些實施例中登入驗證伺服器、報價伺服器與帳務伺服器為分別設置的伺服器,當使用者以應用程式20成功登入至登入驗證伺服器後,若連線至另一伺服器(報價或交易)時可免除再次手動登入的步驟。亦即,本發明以單一登入(Single Sign-On)技術讓使用者可任意使用不同伺服器間所提供的服務。
The aforementioned login verification server, quotation server, and accounting server are in some embodiments the same server or the same server cluster; in some embodiments, the login verification server, quotation server, and accounting server Servers are different servers or server clusters set up separately; in some embodiments, the login verification server and the quotation server are the same server or the same server cluster, and the accounting servers are different servers set up separately Or a server cluster; in some embodiments, the login authentication server and the accounting server are the same server or the same server cluster, and the quotation server is a separate server or server cluster; in some implementations In the example, the login authentication server is an independent server or a cluster of servers, and the quotation server and the accounting server are both the same server or a cluster of servers. In the foregoing embodiment, a token is downloaded and stored in the
參閱第3圖,本發明一實施例最佳五檔視圖30a之螢幕16畫面示意圖,其說明了本發明於螢幕16上顯示一實施例應用程式20的圖形化使用者介面。本實施例之圖式係以智慧型手機之螢幕樣式為例來說明,本發明並未限定使用於智慧型手機,本發明亦可使用於平板電腦、手持式股票機、個人數位助理…等行動裝置。圖例即智慧型手機(最佳五檔與快捷帳務查詢之裝置10)顯示一實施例最佳五檔視圖30a,圖例說明了由最佳五檔模組24依據單一金融商品(圖例為“台積電”)的最佳五檔資訊產生最佳五檔視圖
30a。在一些實施例中,使用者可直接點擊快捷帳務按鍵32(產生帳務查詢指令)以彈出快捷帳務視窗34,如第4圖所示;在一些實施例中,使用者可點擊代表快捷帳務的標記或圖示(未描繪)以彈出快捷帳務視窗34。圖例中,圖式下方係詳細報價資訊,在一些實施例中,最佳五檔資訊亦可與其他任何資訊組合在同一視圖,例如:走勢圖、即時明細、價量資訊、個股新聞…等。
Referring to FIG. 3, a schematic diagram of the
參閱第4圖,本發明實施例一最佳五檔視圖30a與快捷帳務視窗34之螢幕16畫面示意圖,圖例係假設使用者已於最佳五檔視圖30a中點選了快捷帳務按鍵32(產生帳務查詢指令),最佳五檔模組24接收到帳務查詢指令即驅動快捷帳務模組26產生快捷帳務視窗34。為使螢幕可視範圍內同時顯示完整的最佳五檔資訊及快捷帳務視窗34,快捷帳務模組26遵照前述的不覆蓋預設原則(即,不覆蓋最佳五檔資訊)將快捷帳務視窗34顯示於圖例最佳五檔資訊下方,於此實施例係覆蓋於詳細報價資訊之顯示位置。當快捷帳務模組26產生快捷帳務視窗34的同時並上傳帳務查詢指令至帳務伺服器(或是中台伺服器),而帳務查詢指令的內容包含對應的金融商品(圖例為“台積電”,即,與上方最佳五檔資訊的金融商品相同)。帳務查詢指令的內容除了包含對應的金融商品,另外還包含要查詢的帳務資訊為何者(即,帳務資訊請求),本實施例所要查詢的資訊為“庫存數量資訊”以及“庫存損益資訊”。當帳務伺服器收到帳務查詢指令即自資料庫撈取對應於帳務資訊請求的資訊(“庫存數量資訊”以及“庫存損益資訊”),再由快捷帳務模組26接收帳務伺服器回傳之庫存數量資訊與庫存損益資訊,最後,快捷帳務模組26將庫存數量資訊(即,圖例中的“即時庫存1,000股”,表示“目前有1,000股台積電”)與庫存損益資訊(即,圖例中的“損益+5,000”,表示“目
前台積電獲利5,000元”)更新顯示於快捷帳務視窗34。在一些不同的實施例中,帳務查詢指令可包含不同的帳務資訊請求,以在快捷帳務視窗34中同時顯示伺服器回傳對應的帳務資訊。
Referring to Fig. 4, a schematic diagram of the
參閱第5圖,本發明實施例二最佳五檔視圖30a與快捷帳務視窗34之螢幕16畫面示意圖,本實施例帳務查詢指令所要查詢的帳務資訊(即,所包含的帳務資訊請求)為“庫存數量資訊”、“庫存損益資訊”、“應收與應付款資訊”及“銀行帳戶餘額資訊”。也就是說,快捷帳務模組26所上傳的帳務查詢指令可從帳務伺服器接收到回傳的四項帳務資訊。圖例中的“應收付款項”係合併計算了應收款(賣出股票所得)與應付款(買入股票支出),而銀行帳戶係指股票買賣的交割銀行帳戶。在一些實施例中,部份的帳務資訊另提供進一步的詳細資訊可供使用者審視,故,另以符號/標記/圖示提供進一步詳細資訊的連結或視圖的切換,例如:圖例中的“>”符號表示有進一步的詳細資訊。以“應收付款項”為例,點選“>”符號後可提供應收款與應付款的個別資訊以及對應的股票為何者(未描繪)。又例如:點選損益的“>”符號後可進一步查詢到“所有庫存損益資訊”(包含其他不同金融商品的總庫存損益),而原本的“損益”僅為“對應金融商品的庫存損益資訊”(指“對應”上方最佳五檔的同一個金融商品)。
Referring to Figure 5, the best five-
參閱第6圖至第8圖,本發明運用在陸股的直式最佳五檔(又稱“五檔盤口”)30b的螢幕16畫面示意圖。第6圖為本發明另一實施例直式最佳五檔視圖30b之螢幕16畫面示意圖,本圖例實際上與第3圖相同,唯,本圖例的最佳五檔資訊係以直式顯示。圖例說明了由最佳五檔模組24依據單一金融商品(圖例為“民生銀行”)的最佳五檔資訊產生最佳五檔視圖30b,使
用者點擊快捷帳務按鍵32以啟動快捷帳務視窗34。第7圖為本發明實施例三直式最佳五檔視圖30b與快捷帳務視窗34之螢幕16畫面示意圖,實際上與第4圖相同。為使螢幕可視範圍內同時顯示完整的最佳五檔資訊及快捷帳務視窗34,快捷帳務模組26遵照不覆蓋預設原則(即,不覆蓋最佳五檔資訊)將快捷帳務視窗34顯示於圖例最佳五檔資訊下方,於此係覆蓋於詳細報價資訊之顯示位置。第8圖為本發明實施例四直式最佳五檔視圖30b與快捷帳務視窗34之螢幕16畫面示意圖,實際上與第5圖相同。本實施例帳務查詢指令所要查詢的帳務資訊(即,帳務查詢指令所包含的帳務資訊請求)為“庫存數量資訊”、“庫存損益資訊”、“應收與應付款資訊”及“銀行帳戶餘額資訊”。部份的帳務資訊另提供進一步的詳細資訊以供使用者審視,故,本發明另以符號/標記/圖示提供進一步詳細資訊的連結或視圖的切換,例如:圖例中的“>”符號表示有進一步的詳細資訊,使用者點選後即可查看(未描繪)。
Referring to Figs. 6 to 8, the present invention is applied to the schematic diagram of the
參閱第9圖,本發明另一實施例應用程式20之系統功能方塊圖,圖例僅列出與本發明一較佳實施例相關之核心模組,其餘模組省略未描繪。本實施例與前一實施例相同編號之元件其特徵相同,不另贅述。相較於第2圖的實施例,本實施例係增設了快捷帳務設定模組28,用以讓使用者自訂帳務查詢指令所要查詢的帳務資訊(即,帳務查詢指令所包含的帳務資訊請求),其係選自以下任一或任意組合:“庫存數量資訊”、“庫存損益資訊”(指對應的單一金融商品)、“所有庫存損益資訊”(指全部庫存的金融商品)、“應收與應付款資訊”及“銀行帳戶餘額資訊”。在一些實施例中,本發明亦可應用於期貨帳戶之查詢,故,快捷帳務設定模組28除了
上述選項,另可讓使用者選擇維持率(即,保證金維持率)、未平倉損益及保證金等資訊。
Referring to FIG. 9, the system function block diagram of the
參閱第10圖,本發明一實施例最佳五檔與快捷帳務查詢視窗34(設定)之螢幕16畫面示意圖,本實施例之快捷帳務設定模組28係利用快捷帳務視窗34讓使用者可在同一個彈出視窗中快速查詢帳務資訊(帳務資訊顯示畫面)或進行帳務資訊之設定(帳務資訊設定畫面,設定好帳務資訊後,帳務查詢指令即包含了被設定的帳務資訊所對應的帳務資訊請求),免去使用者以層層的選單操作去切換不同的視圖,僅需在快捷帳務視窗34以頁籤(Tab)切換即可切換到帳戶資訊設定畫面以自訂帳務查詢指令所欲包含的帳務資訊。在一些實施例中,另可以按鍵取代頁籤操作,讓使用者仍在同一個快捷帳務視窗34中,以按鍵操作以切換至帳務資訊設定畫面(未圖示)。圖例說明使用者於帳戶資訊設定畫面選取了以下帳務資訊:庫存數量資訊、庫存損益資訊、應收與應付款資訊及銀行帳戶餘額資訊。
Referring to Fig. 10, the
相較於使用者自訂帳務查詢指令(設定)所欲包含的帳務資訊(第9圖)的本發明的一些實施例;第2圖的實施例係以預設的帳務資訊請求來產生帳務查詢指令,如第4圖、第5圖的實施例所示。然而,第9圖的實施例中,當使用者未自訂帳務查詢指令(設定)所欲包含的帳務資訊前,本發明同樣是採用預設的帳務資訊請求來產生帳務查詢指令。此種預設的帳務資訊請求,可由快捷帳務模組26(第2圖或第9圖的實施例)或者由快捷帳務設定模組28產生(第9圖的實施例)。預設的帳務資訊的指派,可由伺服器端的系統管理者(具管理權限者)來指派。 Compared with some embodiments of the present invention that the user-customized accounting query command (setting) wants to include accounting information (Figure 9); the embodiment in Figure 2 is based on a preset accounting information request Generate accounting query instructions, as shown in the embodiments in Figures 4 and 5. However, in the embodiment in Figure 9, before the user has customized the accounting information to be included in the accounting query command (setting), the present invention also uses the default accounting information request to generate the accounting query command. . Such a preset accounting information request can be generated by the quick accounting module 26 (the embodiment of FIG. 2 or FIG. 9) or the quick accounting setting module 28 (the embodiment of FIG. 9). The assignment of the default accounting information can be assigned by the server-side system administrator (person with administrative authority).
參閱第11圖,本發明另一實施例直式最佳五檔與快捷帳務
查詢視窗34(設定)之螢幕16畫面示意圖,此係本發明運用於陸股之直式最佳五檔(五檔盤口)與快捷帳務視窗34(設定),本實施例技術特徵與前述相同,本實施例增設的快捷帳務設定模組28,其帳務查詢指令設定要查詢的帳務訊係以同一個快捷帳務視窗34讓使用者進行設定,使用者僅需以頁籤操作即可切換帳務查詢或設定帳務資訊。
Refer to Figure 11, another embodiment of the present invention, the best five straight gears and quick accounting
A schematic diagram of the
參閱第12圖,本發明一實施例應用程式20之操作流程圖,使用者利用行動裝置(如智慧手機/平板電腦/股票機)執行應用程式20以切換至某金融商品之最佳五檔視圖再以快捷帳務視窗34查詢帳務資訊之操作流程,請同時參考第1圖、第2圖、第3圖、第5圖及第10圖,係包含:
Referring to Figure 12, the operation flow chart of the
步驟S101:於裝置10上執行本發明一實施例應用程式20。使用者於行動裝置(如智慧手機/平板電腦/股票機)執行本發明之應用程式20(股票交易軟體)。
Step S101: Run an
步驟S102:與伺服器建立連線並進行登入驗證。當通訊模組18建立Internet網路連線後,登入驗證模組22與伺服器(即,登入伺服器)建立連線以進行登入驗證作業,在一些實施例中,當驗證成功後下載令牌(Token)並儲存於記憶體14中。在一些實施例中,使用者以帳號及密碼進行身份驗證;在一些實施例中,使用者以生物特徵進行身份驗證,例如:指紋辨識或Face ID辨識;在一些實施例中,使用者以電子憑證進行身份驗證。
Step S102: Establish a connection with the server and perform login verification. After the
步驟S103:下載金融商品之最佳五檔資訊並產生最佳五檔視圖30a。登入後,若使用者欲查看“台積電”的最佳五檔資訊,使用者以選單(未描繪)操作切換至最佳五檔視圖30a,最佳五檔模組24即自伺服器(報價伺服器)下載“台積電”的最佳五檔資訊並儲存至記憶體14,再由最佳五檔
模組24產生最佳五檔視圖30a並顯示於螢幕16上,最佳五檔視圖30a包含快捷帳務按鍵32,如第3圖所示。
Step S103: Download the best five-file information of financial products and generate the best five-
步驟S104:接收帳務查詢指令以產生快捷帳務視窗34。假設使用者於最佳五檔視圖30a中點選了快捷帳務按鍵32,此時產生帳務查詢指令,最佳五檔模組24接收到帳務查詢指令即驅動快捷帳務模組26產生快捷帳務視窗34,為使螢幕可視範圍內同時完整呈現最佳五檔資訊及快捷帳務視窗34,快捷帳務模組26遵照不覆蓋預設原則(即,不覆蓋最佳五檔資訊)將快捷帳務視窗34顯示於圖例最佳五檔資訊下方,於此係覆蓋於詳細報價資訊之顯示位置,參考第5圖中快捷帳務視窗34之位置。
Step S104: Receive an accounting query command to generate a
步驟S105:上傳帳務查詢指令至帳務伺服器。產生快捷帳務視窗34並顯示於螢幕16後,同時,快捷帳務模組26上傳帳務查詢指令至帳務伺服器,其中,帳務查詢指令包含所對應的金融商品(此例即為“台積電”,因為帳務查詢指令係由“台積電”的最佳五檔視圖30a中所產生),另外,帳務查詢指令更包含帳務資訊請求(於螢幕16上對應顯示為帳務資訊),此例係假設使用者所自訂的帳務資訊如第10圖所示。
Step S105: Upload the accounting query instruction to the accounting server. After the
步驟S106:接收帳務伺服器所回傳對應帳務資訊請求之帳務資訊。帳務伺服器自資料庫中撈取對應於帳務資訊請求之帳務資訊後,即回傳給快捷帳務模組26,快捷帳務模組26將帳務資訊儲存於記憶體14中。
Step S106: Receive the accounting information corresponding to the accounting information request returned by the accounting server. After the accounting server retrieves the accounting information corresponding to the accounting information request from the database, it sends it back to the
步驟S107:將帳務資訊更新顯示於快捷帳務視窗34。快捷帳務模組26接收到帳務伺服器所回傳的帳務資訊後,將帳務資訊更新顯示於快捷帳務視窗34中,如第5圖所示。
Step S107: The accounting information is updated and displayed in the
對本發明的不同實施例可理解的是,由電腦執行的程式指令可實行流程圖中的各個方塊、流程圖中方塊的組合、以及各實施例中的步驟。把該等程式指令提供給一處理器操作以產生一機器或產生硬體與軟體協同運作的資源,藉此在該處理器上執行該等指令時,將產生用以實行流程圖方塊指明之動作或技術效果的構件。不同集合的程式指令亦可使展示於流程圖方塊中的至少某些操作步驟並行地進行,且一應用程式的各個程式指令所表達的技術內容可能依不同實施例而不同。再者,亦可在不只一個處理器上進行某些該等步驟,例如本發明裝置中微處理器與周邊介面處理器所協同運作的狀況。此外,在不偏離本發明範圍或精神的條件下,流程圖中之一或多個方塊或方塊的組合亦可與其他方塊或方塊組合同時地進行,或甚至以不同於展示出的順序來進行。 It is understandable for different embodiments of the present invention that the program instructions executed by the computer can execute each block in the flowchart, a combination of blocks in the flowchart, and the steps in each embodiment. These program instructions are provided to a processor to operate to generate a machine or to generate resources for the cooperative operation of hardware and software, so that when the instructions are executed on the processor, the actions specified in the flowchart blocks will be generated Or a component of technical effect. Different sets of program instructions can also enable at least some of the operation steps shown in the flowchart blocks to be performed in parallel, and the technical content expressed by each program instruction of an application program may be different according to different embodiments. Furthermore, some of these steps can also be performed on more than one processor, such as the cooperative operation of the microprocessor and the peripheral interface processor in the device of the present invention. In addition, without departing from the scope or spirit of the present invention, one or more blocks or combinations of blocks in the flowchart can also be performed simultaneously with other blocks or block combinations, or even performed in a different order than shown. .
因此,本發明流程圖的方塊支援用以進行指明動作或技術效果的構件組合、用以進行指明動作或技術效果的步驟組合、以及用以進行指明動作或技術效果的程式指令構件。亦可了解的是,這些指明動作或技術效果是由特殊用途硬體式系統或者特殊用途硬體與程式指令協同運作來實行本發明流程圖的各個方塊以及流程圖的方塊組合。 Therefore, the blocks of the flowchart of the present invention support a combination of components used to perform specified actions or technical effects, a combination of steps used to perform specified actions or technical effects, and program instruction components used to perform specified actions or technical effects. It can also be understood that these specified actions or technical effects are implemented by special-purpose hardware-based systems or special-purpose hardware and program instructions in cooperation to implement each block of the flowchart of the present invention and the block combination of the flowchart.
同理,上述操作亦可運用於陸股之直式最佳五檔視圖,其操作流程與示意圖與上述實施例之說明相同,故不另贅述與圖示。 In the same way, the above operation can also be applied to the straight best five-speed view of the land stock. The operation flow and schematic diagram are the same as the description of the above embodiment, so no further description and illustration are needed.
綜上所述,本發明提出一種最佳五檔與快捷帳務查詢之技術,解決了先前技術無法滿足使用者於螢幕可視範圍內同時呈現完整的最佳五檔資訊與帳務資訊,藉由本發明可讓使用者更方便地於下單之際在最佳五檔視圖中利用快捷帳務視窗查詢帳務資訊(如庫存數量及損益),以協助使用 者的下單決策,彌補了先前技術不足之處。 In summary, the present invention proposes a technology for the best five files and quick accounting query, which solves the problem that the prior art can not satisfy the user to display the complete best five files and accounting information at the same time within the visible range of the screen. The invention makes it easier for users to use the quick accounting window to query accounting information (such as inventory quantity and profit and loss) in the best five-level view when placing an order to help use The order decision made by the author has made up for the shortcomings of the previous technology.
雖然本發明的技術內容已經以較佳實施例揭露如上,然其並非用以限定本發明,任何熟習此技藝者,在不脫離本發明之精神所作些許之更動與潤飾,皆應涵蓋於本發明的範疇內,因此本發明之保護範圍當視後附之申請專利範圍所界定者為準。 Although the technical content of the present invention has been disclosed in the preferred embodiments as above, it is not intended to limit the present invention. Anyone who is familiar with this technique and makes some changes and modifications without departing from the spirit of the present invention should be covered by the present invention. Therefore, the scope of protection of the present invention shall be subject to the scope of the attached patent application.
20‧‧‧應用程式 20‧‧‧Apps
22‧‧‧登入驗證模組 22‧‧‧Login Verification Module
24‧‧‧最佳五檔模組 24‧‧‧The best five-speed module
26‧‧‧快捷帳務模組 26‧‧‧Quick Accounting Module
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