TWI778291B - Device and method of a quick stock investment checking within a level-ii information - Google Patents

Device and method of a quick stock investment checking within a level-ii information Download PDF

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TWI778291B
TWI778291B TW108132379A TW108132379A TWI778291B TW I778291 B TWI778291 B TW I778291B TW 108132379 A TW108132379 A TW 108132379A TW 108132379 A TW108132379 A TW 108132379A TW I778291 B TWI778291 B TW I778291B
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TW202111651A (en
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邱宏哲
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三竹資訊股份有限公司
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    • G06COMPUTING; CALCULATING OR COUNTING
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    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/95Retrieval from the web
    • G06F16/953Querying, e.g. by the use of web search engines
    • G06F16/9538Presentation of query results
    • 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
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    • G06Q40/04Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

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Abstract

This disclosure is related to a device and method of a quick stock investment checking within a level 2 information. The device includes one or more processors, a screen, and a memory. The memory stores an application program. The application program includes a communication module, a login module, a level 2 module and a quick stock investment checking module. The disclosure enables user to check stock investment information (e.g. profit and loss) directly from a level 2 view, which helps user to make a investment decision.

Description

最佳五檔與快捷帳務查詢之裝置與方法 Device and method for the best five-speed and quick account enquiry

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 invention relates to a financial commodity accounting query technology on a smart phone, in particular to a device and method for the best five-level and quick accounting query on the 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-level bid and volume (hereinafter referred to as the “best five-level”) refers to the price and number of the highest five-level buy orders that have not been traded and the price and number of papers of the lowest five levels of unsold orders. This information can help Investors make investment decision-making reference, decide the price of buying or selling a stock, and can know whether the entrusted transaction is completed at the best price, which is usually the information that investors often stare at when they are about to place an order in order to grasp it. Best buy and sell 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。 Currently, at most, the best five levels of trading information and the order function are integrated into the same view (View) in the financial order software for mobile devices, so that users can view the top five levels at the same time when placing an order. For example, the first prior art, Patent Publication No. I499993 of the Republic of China, discloses a "device and method for integrating an order and a best candidate grade view by a financial order software for mobile devices", and the method includes the following steps: executing the financial order software; Select the integrated view of order and best candidate to display the integrated view of order and best candidate. The integrated view of order and best candidate is linked and integrated by a single view and a best candidate view The order view includes a commodity code input box and a price input box, and the best candidate grade view is based on Generated according to a best candidate grade information; input a commodity code information into the commodity code input box; operate the scroll/slide order and the best candidate grade integrated view; input a grade price; input a quantity; and, confirm the order . Prior art one revealed the method of integrating the best five-level screen for financial order placement software of mobile devices. If you want to inquire about accounting information, for example, inquire about the number of treasury stocks or the profit and loss of treasury stocks (the financial products and treasury stocks to be traded are the same commodity), you cannot immediately switch to account inquiry in the best five-level information. Function. The prior art cannot meet the needs of investors, because the best candidate grade integration view only integrates both the order placing function and the best candidate grade view (ie, the best five grade view), but does not integrate accounting query together.

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 another mobile financial order software of the prior art 2. When a user wants to inquire about accounting information (for example, the number of treasury stocks or real-time profit and loss of a financial product), he needs to operate a menu (not depicted), first of all Select the "Trading Function" menu, then "Accounting", then "Securities", and finally, you need to click "Treasury Stock" and "Real-time Inventory Profit and Loss" to query the two accounting information respectively.

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。 Because the previous technology 1 only integrates the order placement and the best five levels, and does not provide accounting information, and the operating limitations of the previous technology 2's layered menus, the user (investor) cannot view the complete optimal Immediately switch to the accounting function of the same financial product (referring to, the same as the best five) when it is in the best fifth gear, so as to check the accounting information such as inventory quantity and real-time inventory profit and loss, which is not conducive for users to place orders in a short time. decision making. For example: the user is looking at the best five grades of "TSMC" and intends to place an order to sell the "TSMC" stock that has already made a profit, but he has forgotten how many "TSMC" treasury stocks he has, and he is not clear about the current "TSMC" stock. ” Immediate inventory gains and losses on stocks, which in turn affect usage the ordering decision of the user.

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 really necessary to improve the method of the prior art, and to propose a technology that utilizes the best five files and a quick accounting query based on the resources of hardware and software cooperative operation, so that when users check the best five files of a certain stock, It can quickly query the accounting information of the same financial instrument with the best five grades, so as to make up for the deficiencies 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 the best five-level and quick account inquiry, the user can start the quick account window in the best five-level view, and the quick account window allows the user to inquire about 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 proposes an optimal five-speed and quick account inquiry device. 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-level module for downloading the best five-level information of a financial product, and generating the best five-level view of one of the financial products according to the best five-level information, the best five-level information The view includes a shortcut accounting button, and receives an accounting query command to drive a shortcut accounting module; the shortcut accounting module is used to generate a shortcut 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 information returned from the accounting server 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 information, the accounting information, the application including the login verification module, the best five module and the A quick accounting module; a screen for displaying the graphical user interface of the application and processing touch operation events; one or more processors for connecting the memory to the screen and Execute the application; wherein, one of the display positions of the quick account window is next to the best five-level information and does not cover the best five-level information as a default principle, so that one of the visible areas of the screen simultaneously displays the complete The Quick Account window with complete information on the Top Five.

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 goes further, in some embodiments, wherein the application further includes: a quick account setting module for allowing the user to customize the account information to be inquired by the account inquiry 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 goes further, in some embodiments, the setting of the accounting information included in the accounting inquiry command is performed in the fast accounting window. The user can choose to inquire about the account or set it up 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 further, in some embodiments, wherein the quick account window is a floating window (Floating Window) 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 further proposes a method for optimal five-speed and quick account inquiry, 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-level information of a financial product, and generate a best five-level view of the financial product according to the best five-level information, and the best five-level view includes a quick account button; Receive an accounting inquiry command to generate a fast accounting window; upload the accounting inquiry command to an accounting server, where the accounting inquiry command includes the corresponding financial product and an accounting information request; receive the accounting server The server returns one of the corresponding accounting information requests Accounting information; update and display the accounting information in the fast accounting window; wherein, one of the display positions of the fast accounting window is next to the best five-level information and does not cover the best five-level information as a principle. Causes a visual area of the screen to simultaneously display the complete quick account window and the complete information of the best five files.

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 goes further, in some embodiments, wherein 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 goes further, in some embodiments, the setting of the accounting information included in the accounting inquiry command is performed in the fast accounting window. The user can choose to inquire about the account or set it up 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 further, in some embodiments, wherein the quick account window is a floating window (Floating Window) 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 are described in detail below in the embodiments, and the content is sufficient to enable any person skilled in the relevant art to understand the technical content of the present invention and implement it accordingly, and according to the content disclosed in this specification, the scope of the patent application and the drawings , any person skilled in the related art can easily understand the related objects 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-speed and fast account inquiry 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: Best Five Gear Mods

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: Best fifth gear view

32:快捷帳務按鍵 32: Quick accounting button

34:快捷帳務視窗 34:Quick Account 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。 Fig. 1 is a system functional block diagram of the device according to an embodiment of the present invention; Fig. 2 is a system functional block diagram of an application program according to an embodiment of the present invention; Fig. 3 is a schematic diagram of a screen of an embodiment of the invention; Fig. 4 is a schematic diagram of the screen of the best fifth gear and the quick account inquiry window according to the first embodiment of the present invention; Fig. 5 is a schematic diagram of the screen of the best fifth gear and the quick account inquiry window of the second embodiment of the present invention; Fig. 6 The figure is a schematic diagram of the screen of another embodiment of the present invention; Figure 7 is a schematic diagram of the screen of the third embodiment of the present invention; Figure 9 is a block diagram of the system function of an application program according to another embodiment of the present invention; Figure 10 is the best embodiment of the present invention. Figure 11 is a schematic diagram of the screen of the best five-speed and quick account query setting window according to another embodiment of the present invention; and Figure 12 is an embodiment of the present invention. 1. Operation flow chart.

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 Smartphone, Tablet PC, Hand-Held Stock Quoting Device, Personal Digital Assistant (PDA)... And so on, any mobile device that is equipped with a screen and can execute the application program (ie, stock trading software) of the present invention can apply 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 FIG. 1 and FIG. 2, the system function block diagram of the device 10 for the best five-speed and quick account inquiry according to the present invention and the system function block diagram of an application program 20 according to an embodiment of the present invention are only listed. The core modules related to the preferred embodiment are omitted and not depicted. The application program 20 of the present embodiment is executed on the device 10 of the present invention for the optimal five-file and quick account inquiry. In an embodiment of the present invention, the device 10 for the best five-speed and quick account inquiry of the present invention includes: one or more processors 12 , a memory 14 , a screen 16 and a communication module 18 . The application program 20 is stored in the memory 14; the processor 12 executes a plurality of program instructions included in the application program 20, and implements the following modules in a cooperative manner of hardware and software: the login verification module 22, the optimal five The file module 24 and the quick accounting module 26; the screen 16 is used to display the graphical user interface (GUI) of the application program 20 and handle touch operation events; the communication module 18 is used to establish an Internet network connection, such as : Wired broadband, WLAN (Wi-Fi, etc.), mobile communication networks (such as 3G, 4G, 5G...), etc.

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。 Continue to refer to FIG. 2, a system functional block diagram of an application 20 according to an embodiment of the present invention, which includes: a login verification module 22, an optimal five-speed module 24 and a quick account module 26. The illustration only lists and The core modules related to a preferred embodiment of the present invention are omitted and not depicted, such as: international financial quotation module, self-selected quotation module, detailed quotation module, individual stock news module, transaction module, etc.

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 login verification module 22 is used to establish a connection with the server and perform login verification. In some embodiments, after the login verification is successful, a token is downloaded and stored in the memory 14. The login verification includes various methods. In some implementations In the example, the authentication is based on the account number and password; In some embodiments, the user's biometrics are used for authentication, such as fingerprint identification or Face ID identification.

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-level module 24 is used to download the best five-level information of stocks or other financial instruments from the quotation server, and then generate the best five-level views 30a and 30b according to the downloaded top five-level information (refer to FIG. 3 ). , FIG. 6 ), and, receiving an account inquiry command to drive the express account module 26 . The so-called "account inquiry instruction" includes the corresponding financial product and account information request (Request), which is to click on the mark, icon or button representing the account inquiry to generate the account inquiry instruction, such as clicking Figure 3 Quick Account button 32 in . Among them, the "corresponding financial product" of the accounting query instruction refers to which of the best five-level information is generated. For example, the current best five-level information corresponds to "TSMC", and the accounting query generated by this view The command corresponds to "TSMC".

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 quick account module 26 is used to generate the quick account window 34 (see FIG. 4 ). The quick account window 34 has the Always-On-Top property, which is set to be floating in some embodiments. The Floating Window can be moved to any position (eg, the user can move the window position by dragging and dropping). The present invention allows the user to quickly inquire about the accounting information of the same financial product (that is, the same financial information as the current best five-level information by using the quick account window 34 without leaving the best five-level view 30a, 30b). commodity). In order to allow users to check the accounting information at any time when viewing the best five-level information, the display position of the quick accounting window 34 is next to the best five-level information and does not cover the best five-level information, so as to make the screen visible. The complete best five-level information and the quick accounting window 34 are displayed simultaneously within the range. The quick account module 26 generates the quick account window 34 and uploads the account inquiry command to the account server, and the account inquiry instruction includes not only the corresponding financial product, but also the account information request. When the billing server receives the billing query command, it will Retrieve the accounting information corresponding to the accounting information request, and then receive the accounting information returned from the accounting server by the fast accounting module 26, and finally, the fast accounting module 26 updates the accounting information and displays it in the fast accounting Windows 34. In some embodiments, a middle server (Middle Server, also referred to as a middle server) receives the account query command uploaded by the quick account module 26 . After the middle server receives the account query command, it uses the API provided by the backend server (for example, a mainframe or server that actually handles accounting) to query the backend server. Here, the middle server is also regarded as A type of billing server.

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 above-mentioned login verification server, quotation server and billing server are the same server or the same server cluster in some embodiments; in some embodiments, the login verification server, quotation server and billing server The servers are different servers or server clusters set up separately; in some embodiments, the login authentication server and the quotation server are the same server or the same server cluster, and the billing server is a different server set up separately or server cluster; in some embodiments, the login authentication server and the billing server are the same server or the same server cluster, and the quotation server is a separate server or server cluster; in some implementations For example, the login authentication server is an independent server or server cluster, and both the quotation server and the billing server are the same server or server cluster. In the aforementioned embodiment, after the login verification is successful, the token is downloaded and stored in the memory 14. The purpose of the token is to simplify the process of login verification. In some of the above-mentioned embodiments, the login verification server, the quotation server and the billing server are servers set up separately. (quote or trade) can avoid the step of manually logging in again. That is, the present invention allows the user to freely use the services provided by different servers through the Single Sign-On technology.

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 screen 16 of the preferred five-speed view 30 a according to an embodiment of the present invention illustrates that a graphical user interface of an application program 20 of an embodiment is displayed on the screen 16 of the present invention. The drawings of this embodiment are illustrated by taking the screen pattern of a smart phone as an example. The present invention is not limited to be used in smart phones. The present invention can also be used in tablet computers, handheld stock machines, personal digital assistants, etc. device. The illustration is that a smartphone (the device 10 for the best five gears and quick account inquiry) shows an embodiment of the best five gears view 30a. ") of the best fifth gear information produces the best fifth gear view 30a. In some embodiments, the user can directly click the quick accounting button 32 (to generate an accounting query command) to pop up the quick accounting window 34, as shown in FIG. 4; in some embodiments, the user can click to represent the shortcut A tab or icon (not depicted) for the billing to pop up the quick billing window 34. In the legend, the detailed quotation information is below the diagram. In some embodiments, the best five-level information can also be combined with any other information in the same view, such as: trend chart, real-time details, price and volume information, individual stock news...etc.

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 screen 16 of the best five-level view 30a and the quick account window 34 according to the first embodiment of the present invention, the illustration assumes that the user has clicked the quick account button 32 in the best five-level view 30a (generating an account inquiry command), the optimal five-speed module 24 drives the quick account module 26 to generate a quick account window 34 after receiving the account inquiry command. In order to simultaneously display the complete best five-level information and the quick account window 34 within the visible range of the screen, the quick account module 26 follows the aforementioned principle of not covering the default (ie, does not cover the best five-level information) to display the quick account information. The service window 34 is displayed below the best five-level information in the legend, and in this embodiment, it covers the display position of the detailed quotation information. When the quick account module 26 generates the quick account window 34 and uploads the account inquiry command to the account server (or the middle server), and the content of the account inquiry instruction includes the corresponding financial products (the illustration is as follows: "TSMC "Electricity", that is, the same as the financial product with the best five-level information above). In addition to the corresponding financial product, the content of the accounting query command also includes the accounting information to be queried (ie, the accounting information request). , the information to be queried in this embodiment is "inventory quantity information" and "inventory profit and loss information". When the accounting server receives the accounting query instruction, it retrieves the information corresponding to the accounting information request from the database ("Inventory Quantity Information" ” and “Inventory Profit and Loss Information”), and then the quick accounting module 26 receives the inventory quantity information and inventory profit and loss information returned by the accounting server, and finally, the quick accounting module 26 sends the inventory quantity information (that is, in the illustration "Instant Inventory 1,000 shares", which means "currently has 1,000 TSMC shares") and inventory profit and loss information (i.e., "Profit and Loss +5,000" in the legend, which means "Currently TSMC has made a profit of 5,000 yuan") are updated and displayed in the Quick Account window 34. In some different embodiments, the billing inquiry command may include different billing information requests, so as to simultaneously display the corresponding billing information returned by the server in the quick billing window 34.

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 FIG. 5, a schematic diagram of the screen 16 of the best five-level view 30a and the quick account window 34 according to the second embodiment of the present invention, the account information to be queried by the account query command in this embodiment (that is, the included account information request) are "Inventory Quantity Information", "Inventory Profit and Loss Information", "Receivable and Payable Information" and "Bank Account Balance Information". That is to say, the account inquiry command uploaded by the quick account module 26 can receive the returned four items of account information from the account server. The "payments receivable" in the legend is a combination of receivables (income from selling stocks) and payables (expenses for buying stocks), and bank account refers to the delivery bank account for stock trading. In some embodiments, some of the accounting information provides further detailed information for the user to review. Therefore, symbols/marks/icons are used to provide links to further detailed information or switch views, such as: in the legend The ">" symbol indicates that further details are available. Take "Payments Receivable" as an example, click the ">" symbol to provide Individual information on receivables and payables and what the corresponding stocks are (not depicted). Another example: After clicking the ">" symbol of profit and loss, you can further query "all inventory profit and loss information" (including the total inventory profit and loss of other financial products), and the original "profit and loss" is only "the corresponding financial product inventory profit and loss information" ” (referring to the same financial instrument that “corresponds to” the top five tiers).

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34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 a schematic diagram of the screen 16 of the straight best five-speed (also known as "five-speed handicap") 30b of Lugu. FIG. 6 is a schematic diagram of the screen 16 of the vertical best fifth-level view 30b according to another embodiment of the present invention. This example is actually the same as FIG. 3, except that the best five-level information in this example is displayed in a vertical format. The figure illustrates that the best five-level view 30b is generated by the best five-level module 34 according to the best five-level information of a single financial product (the example is "Minsheng Bank"). The user clicks the quick account button 32 to activate the quick account Windows 34. FIG. 7 is a schematic diagram of the screen 16 of the vertical optimal five-speed view 30b and the quick account window 34 according to the third embodiment of the present invention, which is actually the same as that of FIG. 4 . In order to display the complete best five-level information and the quick accounting window 34 at the same time within the visible range of the screen, the quick accounting module 26 follows the principle of not covering the default (ie, does not cover the best five-level information) to the quick accounting window. 34 is displayed below the best five-level information in the legend, which is overlaid on the display position of the detailed quotation information. FIG. 8 is a schematic diagram of the screen 16 of the fourth straight-type optimal five-speed view 30b and the quick account window 34 according to the embodiment of the present invention, which is actually the same as that of FIG. 5 . The accounting information to be queried by the accounting query instruction in this embodiment (that is, the accounting information request included in the accounting query instruction) is "inventory quantity information", "inventory profit and loss information", "receivable and payable information" and "Bank Account Balance Information". Part of the accounting information also provides further detailed information for users to review. Therefore, the present invention also uses symbols/marks/icons to provide links to further detailed information or switch views, for example: the ">" symbol in the legend Indicates that there is further detailed information, which can be viewed by the user after clicking (not depicted). painted).

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, a system function block diagram of an application program 20 according to another embodiment of the present invention, the illustration only lists the core modules related to a preferred embodiment of the present invention, and the other modules are omitted and not depicted. The features of the components with the same numbers in this embodiment are the same as those in the previous embodiment, and will not be described in detail. Compared with the embodiment in FIG. 2, this embodiment adds a quick account setting module 28 to allow the user to customize the account information to be queried by the account query command (ie, the account information contained in the account query command). request for accounting information), which is selected from any one or any combination of the following: "Inventory Quantity Information", "Inventory Profit and Loss Information" (referring to the corresponding single financial product), "All Inventory Profit and Loss Information" (referring to the financial Commodities), Receivable and Payable Information, and Bank Account Balance Information. In some embodiments, the present invention can also be applied to the query of futures accounts. Therefore, in addition to the above options, the quick account setting module 28 also allows the user to select the maintenance rate (ie, the margin maintenance rate), the open position profit and loss and margin information.

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, a schematic diagram of the screen 16 of the preferred five gears and the quick account inquiry window 34 (setting) according to an embodiment of the present invention, the quick account setting module 28 of this embodiment uses the quick account window 34 to allow users to use Users can quickly query the accounting information in the same pop-up window (the accounting information display screen) or set the accounting information (the accounting information setting screen, after setting the accounting information, the accounting query command includes the set The account information corresponding to the account information request), eliminating the need for the user to switch between different views through layer-by-layer menu operations, and only need to switch to the account information in the quick account window 34 by switching the tab (Tab) Set up the screen to customize the billing information to be included in the billing inquiry command. In some embodiments, the button operation can be used instead of the tab operation, so that the user is still in the same quick accounting window 34 to switch to the accounting information setting screen (not shown) by button operation. legend It means that the user has selected the following accounting information on the account information setting screen: inventory quantity information, inventory profit and loss information, receivable and payable information, and bank account balance information.

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 in which the user customizes the accounting information to be included in the accounting inquiry command (setting) (FIG. 9); the embodiment in FIG. 2 uses a default accounting information request to Generate an account inquiry command, as shown in the embodiments of Fig. 4 and Fig. 5 . However, in the embodiment of FIG. 9, before the user has not 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 billing information request can be generated by the fast billing module 26 (the embodiment in FIG. 2 or FIG. 9 ) or by the fast billing setting module 28 (the example in FIG. 9 ). The assignment of the default accounting information can be assigned by the system administrator (those with management authority) on the server side.

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。 Referring to FIG. 11, another embodiment of the present invention is a schematic diagram of the screen 16 of the vertical best fifth gear and the quick account inquiry window 34 (setting), which is the straight best fifth gear (five file port) and the quick account window 34 (setting), the technical features of this embodiment are the same as the above, the quick account setting module 28 added in this embodiment, the account information to be queried in the account inquiry command setting is as follows: The same quick accounting window 34 allows the user to set, and the user can switch the accounting inquiry or set the accounting information only by operating the tabs.

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 FIG. 12, an operation flowchart of the application program 20 according to an embodiment of the present invention, the user executes the application program 20 with a mobile device (such as a smart phone/tablet computer/stock machine) to switch to the best five-level view of a financial product Then use the quick accounting window 34 to query the operation flow of accounting information, please refer to Figure 1, Figure 2, Figure 3, Figure 5 and Figure 10 at the same time, including:

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 : Execute the application 20 according to an embodiment of the present invention on the device 10 . The user executes the application 20 (stock trading software) of the present invention on a mobile device (such as a smart phone/tablet computer/stock machine).

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 communication module 18 establishes the Internet network connection, the login verification module 22 establishes a connection with the server (ie, the login server) to perform the login verification operation. In some embodiments, the token is downloaded after the verification is successful. (Token) and stored in the memory 14 . In some embodiments, the user is authenticated by an account number and password; in some embodiments, the user is authenticated by biometric features, such as fingerprint recognition or Face ID recognition; in some embodiments, the user is electronically authenticated Credentials for authentication.

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-level information of the financial product and generate the best five-level view 30a. After logging in, if the user wants to view the information of the best fifth gear of "TSMC", the user switches to the best fifth gear view 30a through the menu (not shown) operation. The best fifth gear module 24 is obtained from the server (quote servo device) downloads the best fifth gear information of "TSMC" and stores it in the memory 14, and then generates the best fifth gear view 30a by the best fifth gear module 24 and displays it on the screen 16. The best fifth gear view 30a includes shortcuts The accounting button 32 is shown in FIG. 3 .

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 account inquiry command to generate a quick account window 34 . Assuming that the user clicks the quick accounting button 32 in the best five-level view 30a, an accounting query command is generated at this time, and the best five-level module 24 receives the accounting query command and drives the quick accounting module 26 to generate In the quick accounting window 34, in order to completely display the best five-level information and the quick accounting window 34 within the visible range of the screen, the quick accounting module 26 follows the default principle of not covering (ie, not covering the best five-level information). The quick account window 34 is displayed below the best five-level information in the legend, which is overlaid on the display position of the detailed quotation information. Please refer to the position of the quick account window 34 in Figure 5.

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 account inquiry instruction to the account server. After generating the quick account window 34 and displaying it on the screen 16, at the same time, the quick account module 26 uploads the account inquiry instruction to the account server, wherein the account inquiry instruction includes the corresponding financial product (in this example, "" "TSMC", because the accounting query command is generated in the best five-level view 30a of "TSMC"), in addition, the accounting query command further includes a request for accounting information (correspondingly displayed as accounting information on the screen 16), This example assumes that the user-defined accounting information is shown in Figure 10.

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 billing information corresponding to the billing information request returned by the billing server. After the accounting server retrieves the accounting information corresponding to the accounting information request from the database, the accounting information is returned to the fast accounting module 26 , and the fast accounting module 26 stores the accounting information in the memory 14 .

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 : updating and displaying the accounting information on the quick accounting window 34 . After receiving the billing information returned by the billing server, the quick billing module 26 updates and displays the billing information in the quick billing window 34, as shown in FIG. 5 .

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 will be understood that various embodiments of the present invention can be implemented by program instructions executed by a computer that perform each block of the flowchart illustrations, combinations of blocks in the flowchart illustrations, and steps in the various embodiments. The program instructions are provided to a processor to operate to produce a machine or to produce resources for hardware and software co-operation whereby, when executed on the processor, the instructions result in the execution of the actions specified in the flowchart blocks or components of technical effects. Different sets of program instructions may also cause 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 may vary according to different embodiments. Furthermore, some of these steps may be performed on more than one processor, such as is the case in the apparatus of the present invention in which the microprocessor and peripheral interface processor cooperate. Furthermore, without departing from the scope or spirit of the invention, one of the flowcharts One or more blocks or combinations of blocks may also be performed concurrently with other blocks or combinations of blocks, or even 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。 Accordingly, blocks of the flowcharts of the present invention support combinations of components for performing the specified actions or technical effects, combinations of steps for performing the specified actions or technical effects, and program instruction components for performing the specified actions or technical effects. It will also be understood that the specified acts or technical effects are performed by special purpose hardware systems or special purpose hardware and program instructions operating in conjunction to implement individual blocks of the flowcharts and combinations of blocks in the flowcharts of the present invention.

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。 Similarly, the above operation can also be applied to the straight best five-speed view of Lugu, and the operation process and schematic diagram are the same as those described in the above-mentioned embodiment, so they will not be described and illustrated again.

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。 To sum up, the present invention proposes a technology of the best five-level and fast accounting inquiry, which solves the problem that the prior art cannot satisfy the user's ability to present the complete best five-level information and accounting information simultaneously within the visual range of the screen. The invention can make it easier for users to query accounting information (such as inventory quantity and profit and loss) in the best five-level view in the best five-level view when placing an order, so as to assist the user in making an order decision, making up for the prior art. deficiencies.

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 above with preferred embodiments, it is not intended to limit the present invention. Any person who is familiar with the art, makes some changes and modifications without departing from the spirit of the present invention, should be included in the present invention. Therefore, the protection scope of the present invention should be determined by the scope of the appended 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: Best Five Gear Mods

26:快捷帳務模組 26:Quick Accounting Module

Claims (2)

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,接收該快捷帳務按鍵被操作後產生之一帳務查詢指令以驅動一快捷帳務模組;該快捷帳務模組,以不覆蓋該最佳五檔資訊為預設原則產生並彈出一快捷帳務視窗,以使一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,並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於該帳務資訊請求之一帳務資訊並於該快捷帳務視窗中顯示一帳務資訊顯示畫面,及,將該帳務資訊更新顯示於該快捷帳務視窗之該帳務資訊顯示畫面,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;一快捷帳務設定模組,於該快捷帳務視窗顯示一帳戶資訊設定畫面,並接收由該帳戶資訊設定畫面所設定之該帳務資訊請求,所設定之該帳務資訊請求之該帳務資訊係選自以下任一或任意組合:一庫存數量資訊、一庫存損益資訊、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; 其中,該快捷帳務模組於該快捷帳務視窗所顯示之該帳務資訊顯示畫面,與該快捷帳務設定模組於該快捷帳務視窗所顯示之該帳戶資訊設定畫面,係由一頁籤(Tab)切換;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;該螢幕,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。 An optimal five-speed and quick account inquiry device, the device comprises: a communication module for establishing an Internet network connection; a login verification module for establishing a connection with a server and performing login verification ; a best-five-level module, used to download the best-five-level information of a financial product, and generate a best-five-level view of the financial product according to the best-five-level information, and the best five-level view includes a A quick account button, and receiving an account inquiry command generated after the quick account button is operated to drive a quick account module; the quick account module is pre-determined not to cover the best five-level information The principle is to generate and pop up a quick accounting window, so that a visual area of a screen can display the complete quick accounting window and the complete information of the best five files at the same time, and upload the accounting inquiry command to an accounting server The accounting query command includes the corresponding financial product and an accounting information request, receives the accounting information returned from the accounting server corresponding to the accounting information request, and displays an accounting information in the fast accounting window. an accounting information display screen, and the accounting information is updated and displayed on the accounting information display screen of the fast accounting window, the fast accounting window is a floating window that can be moved to any position, And has an Always-On-Top attribute; a quick account setting module, displays an account information setting screen in the quick account window, and receives the account information set by the account information setting screen The set accounting information of the accounting information request is selected from any one or any combination of the following: an inventory quantity information, an 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; Wherein, the account information display screen displayed by the fast accounting module in the fast accounting window and the account information setting screen displayed by the fast accounting setting module in the fast accounting window are connected by a Tab switching; a memory for storing an application program, the best five-speed information, the accounting information, the application program including the login verification module, the best five-speed module and the shortcut An accounting module; the screen is used to display the graphical user interface of the application program and process touch operation events; one or more processors are connected to the memory and the screen and execute the application program. 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;該快捷帳務按鍵被操作後產生一帳務查詢指令以產生並彈出一快捷帳務視窗於該螢幕,該快捷帳務視窗以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,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;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; 該快捷帳務視窗依據該帳務查詢指令顯示一帳務資訊顯示畫面,並接收該帳務伺服器回傳對應於該帳務資訊請求之一帳務資訊並於該快捷帳務視窗中顯示一帳務資訊顯示畫面;於該快捷帳務視窗中,由一頁籤(Tab)切換原顯示之該帳務資訊顯示畫面至一帳戶資訊設定畫面,於該帳戶資訊設定畫面,接收由該帳戶資訊設定畫面所設定之該帳務資訊請求,所設定之該帳務資訊請求之該帳務資訊係選自以下任一或任意組合:一庫存數量資訊、一庫存損益資訊、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;接收該帳務伺服器回傳對應該帳務資訊請求之該帳務資訊;及將該帳務資訊更新顯示於該快捷帳務視窗。 An optimal five-speed and quick account inquiry method is applied to a mobile device, the mobile device includes a communication module, a memory and a screen, the method comprises: establishing a connection with a server and performing a login Verify; download one of the best five-level information of a financial product, generate one of the best five-level views of the financial product according to the best five-level information, and the best five-level view includes a quick account button; the quick account After the button is operated, an accounting query command is generated to generate and pop up a quick accounting window on the screen. The quick accounting window is based on the default principle of not covering the best five-level information, so as to make a visible range of the screen. Simultaneously display the complete quick account window and complete the best five-level information, the quick account window is a floating window (Floating Window) can be moved to any position, and has an Always-Top On-Top) attribute; upload the accounting query instruction to an accounting server, and the accounting query instruction includes the corresponding financial product and an accounting information request; The fast accounting window displays an accounting information display screen according to the accounting inquiry command, and receives the accounting information returned from the accounting server corresponding to the accounting information request and displays an accounting information in the fast accounting window. Billing information display screen; in the fast billing window, switch the billing information display screen originally displayed to an account information setting screen by a tab (Tab), and receive the account information on the account information setting screen The accounting information request set on the setting screen, the accounting information of the set accounting information request is selected from any one or any combination of the following: an inventory quantity information, an inventory profit and loss information, a total inventory profit and loss information, Receivable and payable information, a bank account balance information, a maintenance ratio, an open position profit and loss and a margin; receive the accounting information returned by the accounting server corresponding to the accounting information request; and Billing information updates are displayed in this quick billing window.
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