CN103377450A - Financial information monitoring service method and system - Google Patents
Financial information monitoring service method and system Download PDFInfo
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- CN103377450A CN103377450A CN2012101204596A CN201210120459A CN103377450A CN 103377450 A CN103377450 A CN 103377450A CN 2012101204596 A CN2012101204596 A CN 2012101204596A CN 201210120459 A CN201210120459 A CN 201210120459A CN 103377450 A CN103377450 A CN 103377450A
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Abstract
The invention discloses a financial information monitoring service method and system. The financial information monitoring service method and system are suitable for a computer system provided with a displayer. The financial information monitoring service method comprises the following steps that a setting interface is generated by a control displayer; an informing mode and warning conditions of customer data are built according to the setting interface; whether financial information downloaded through a network accords with the warning conditions or not is filtered; when the financial information accords with the warning conditions, the control displayer generates warning information comprising the inform mode of the consumer data. According to the financial information monitoring service method, the financial information can be monitored and can be immediately displayed when the financial information accords with the warning conditions.
Description
Technical field
The present invention is about a kind of method of servicing and system, particularly about a kind of financial and monetary information monitoring method of servicing and system.
Background technology
Securities dealer's main operation project is for providing portfolio investor's Stock Trading transactional services.The built network trading platform that is equipped with of present most stock trader, the client can directly finish the Stock Trading transaction by the network platform, but still has so far the numerous common people to entrust the salesman to carry out financial transaction.
The salesman is the First Line attendant of securities dealer's facing customers, and the computer software such as it normally utilizes Reading the Tape, places an order, Customer Relationship Management Services is finished routine item.The function of common customer relation management system is the managing customer account data, such as information such as treasury stock kind, tank farm stock, historical transaction records, and integrates the application systems such as financial system, transaction system take customer database as core.Advanced Customer Relationship Management Services even can carry out intellectual analysis to customer information is assessed customer value and is distinguished visitor group's attribute.
Yet existing customer's relation management system does not but possess the function of monitoring individual customer instant financial and monetary information deeply concerned.For instance, when the client wished to obtain the trading volume valency information of specific personal share in dish, existing customer's relation management system did not support the individual customer demand is associated with present deal amount valency information.
Summary of the invention
Therefore, the object of the present invention is to provide a kind of financial and monetary information monitoring method of servicing and system, it utilizes the setting interface to set up the warning conditions of customer data, and when financial and monetary information conforms warning conditions, immediately produces information warning.
According to an embodiment of the present, provide a kind of financial and monetary information monitoring method of servicing, be applicable to have the computer system of display.Described financial and monetary information monitoring method of servicing comprises the following steps: that at first the control display device produces sets the interface; Secondly, utilize the setting interface to set up notification mode and the warning conditions of customer data; Filter the financial and monetary information by network downloaded and whether meet warning conditions thereafter; At last, when financial and monetary information conforms warning conditions, instant control display device produces information warning, and described information warning comprises the notification mode of customer data.
According to an embodiment of the present, other provides a kind of financial and monetary information monitoring service system, is arranged at the computer system with display.Described financial and monetary information monitoring system comprises sets interface-generation unit, customer data storage unit, setting data receiving element, financial and monetary information receiving unit, filter element and information warning generation unit.Set interface-generation unit and produce the setting interface in order to the control display device; Notification mode and the warning conditions of setting data receiving element in order to set up customer data; Financial and monetary information receiving unit is in order to download financial and monetary information by network; Whether filter element meets warning conditions in order to filter financial and monetary information; The information warning generation unit produces information warning in order to the control display device.Wherein when the filtration unit filters out financial and monetary information conforms warning conditions, immediately trigger the information warning generation unit, make information warning generation unit control display device produce information warning, described information warning comprises the notification mode of customer data.
In sum, the present invention passes through above-described embodiment, to have following possibility effect: described financial and monetary information monitoring method of servicing and system can be for different clients, set individual notification mode and warning conditions, again when filtering out financial and monetary information conforms warning conditions, the instant information warning that produces is notified the user, allows the user with reference to default notification mode financial and monetary information be conveyed to the client.Above general introduction and ensuing detailed description and accompanying drawing all are to reach mode, means and the effect that predetermined purpose is taked in order to further specify the present invention.And relevant other purposes of the present invention and advantage, will follow-up explanation and graphic in set forth.
Description of drawings
Fig. 1 is the system architecture synoptic diagram of a kind of financial and monetary information monitoring service system embodiment provided by the invention;
Fig. 2 is another system architecture synoptic diagram of a kind of financial and monetary information monitoring service system embodiment provided by the invention;
Fig. 3 is the process flow diagram of a kind of financial and monetary information monitoring method of servicing embodiment provided by the invention;
Fig. 4 is the functional block diagram of a kind of financial and monetary information monitoring service system embodiment provided by the invention;
Fig. 5 is a kind of setting interface synoptic diagram in the embodiment of the invention;
Fig. 6 is that the another kind in the embodiment of the invention is set the interface synoptic diagram;
Fig. 7 is a kind of caution list synoptic diagram in the embodiment of the invention;
Fig. 8 is the functional block diagram of the financial and monetary information monitoring service system of another kind provided by the invention embodiment;
Fig. 9 is a kind of main list and the correlation form synoptic diagram in the embodiment of the invention;
Figure 10 is another kind of main list and the correlation form synoptic diagram in the embodiment of the invention; And
Figure 11 is the system architecture synoptic diagram of the financial and monetary information monitoring service system of another kind provided by the invention embodiment.
Wherein, description of reference numerals is as follows:
100 salesmans end;
10,41,70 computers;
101 operation interfaces;
103,403 displays;
105 communication modules;
700 web browsers;
11,41,530 financial and monetary information monitoring service systems;
111 set interface-generation unit;
112,411 financial and monetary information receiving units;
113,413 database access unit;
114,414 customer data storage unit;
115 setting data receiving elements;
116,416 filter elements;
117 information warning generation units;
118 communication control units;
191-1,191-2 set the interface;
193 information warnings;
195 caution record lists;
410 main list generation units;
412 financial and monetary information memory cells;
415 inventory data analytic units;
417 correlation form generation units;
491,495 main lists;
493,497 correlation forms;
13,51 database servers;
15,510 databases;
17 communicators;
21,60 networks;
23 far-end servers;
25 information sources;
27 communications platforms;
300 clients;
31-1～31-N communicator;
53 apps servers;
S101～S115 process step.
Embodiment
Financial and monetary information monitoring method of servicing of the present invention and system are applicable to utilize the computer system executive utility, to support individual and customer service work instantaneity, and be particularly suitable for being integrated in the employed Customer Relationship Management Services of security dealer, provide securities dealer salesman to use.Below will utilize securities dealer salesman's end ring border, come the aid illustration embodiment of the invention.
One embodiment
At first, see also Fig. 1, Fig. 1 is the system architecture synoptic diagram of a kind of financial and monetary information monitoring service system embodiment provided by the invention.Below mentioned financial and monetary information not only refer to marketing information, in broad terms, also comprised commodity pacing items, operating conditions, analyst's research report of transaction finance commodity targets etc.In order to make things convenient for the following description, be to illustrate as an example with computer in the present embodiment, yet, when reality is implemented, not as limit.Computer is to replace with other electronic computation devices, for example mobile communications device.
As shown in Figure 1, computer 10 has financial and monetary information monitoring service system 11, and database server 13 has database 15, and far-end server 23 has information source 25.Computer 10 connection data storehouse servers 13, financial and monetary information monitoring service system 11 can be carried out access to the data of database 15.Computer 10 can be downloaded financial and monetary information by information source 25 by network 21, downloads to can be instantaneity download or the download of non-instantaneity herein.When the data that provide when information source 25 were continuation, the financial and monetary information of downloading this moment was that instantaneity is downloaded, and the data that provide when information source 25 are when being non-instantaneity, and the financial and monetary information of then downloading this moment is non-instantaneity download.Because the network connections technology of computer 10 is for existing, so Fig. 1 only presents simple and clear system architecture.
Among the embodiment of Fig. 1, computer 10 is the computer apparatus of salesman's end, can be the applicable computer system such as desktop computer, notebook computer, panel computer.Computer 10 possesses the hardware units such as central processing unit, memory bank, display, operation interface, communication module, by the operating system at computer 10 application-specific is installed, can carry out pre-set programs by application program, by hardware and software together with the specific function that realizes financial and monetary information monitoring service system 11.Those skilled in the art can select suitable programming software design application with reference to description of the present invention, application program is mounted to applicable computer apparatus again, and finishes technical scheme provided by the present invention.
Have many customer datas in the database 15 of database server 13.In a specific embodiment, customer data with account number as index, each customer data has the data such as customer name, talk-back address, inventory data, historical transaction record, and wherein inventory data further comprises the data such as treasury stock project (being the stock symbol title) and tank farm stock (being number of share of stock).Information source 25 is for providing the site for service of financial and monetary information.In a specific embodiment, financial and monetary information can be personal share trading volume valence mumber certificate; In another specific embodiment, financial and monetary information also can be news data.
Below begin to illustrate the operating mechanism of financial and monetary information monitoring service system 11.See also Fig. 1, the display that financial and monetary information monitoring service system 11 can be controlled computer 10 produces the setting interface, and the salesman can for client's individual demand, utilize and set notification mode and the warning conditions that at least one customer data set up at the interface.
Described notification mode comprises the data such as advice method, advice method priority ranking, frequency of notification.Advice method can be Local Number that the client provides, phone number, e-mail accounts, instant communication software account number, community website account number etc.The advice method ordering that the advice method priority ranking wishes to take for the client, for example: can select preferentially with the mobile portable phone contact, secondly for sending SMS, then be to send Email.
Described warning conditions is in order to the financial and monetary information of screening and filtering, and the salesman can be set according to client's individual demand.In a specific embodiment, warning conditions can be deep bid dynamically, the dynamic setting data of concluding the business such as stock code title and knock-down price, single amount, amount of increase percent, drop range percent.In another specific embodiment, warning conditions can be the key datas such as stock symbol title, enterprise name, trade name.
Please consult Fig. 1, financial and monetary information monitoring service system 11 is downloaded financial and monetary information by network 21, then, filters financial and monetary information and whether meets warning conditions again.When financial and monetary information conforms warning conditions, the display of financial and monetary information monitoring service system 11 control computers 10 produces information warning, has financial and monetary information conforms warning conditions to notify the salesman.In addition, the related notification mode that demonstrates the client of information warning, the salesman can utilize financial and monetary information monitoring service system 11 to finish the notification action that financial and monetary information is conveyed to the client.
See also Fig. 2, Fig. 2 is another system architecture synoptic diagram of a kind of financial and monetary information monitoring service system embodiment provided by the invention, holds the pattern of 100 notice clients 300 in order to show the salesman.As shown in Figure 2, salesman's 100 ends can utilize computer 10 or communicator 17 to reach correspondence with foreign country, and wherein communicator 17 can be indoor telephone, mobile phone or other can implement the devices such as electronic communication.The communicator 31-1 to 31-N of client 300 can be the devices such as computer of indoor telephone, mobile phone, tool network function.Communications platform 27 comprises local telephone system, wireless communication system, wired or wireless network system etc.In a specific embodiment, the salesman holds 100 can automatically utilize E-mail receiver/send software, instant communication software, news in brief to send platform with computer 10, information is sent to the communicator 31-1 to 31-N of client 300 by communications platform 27.In another specific embodiment, the salesman holds 100 can initiatively utilize communicator 17 to send a telegraph the communicator 31-1 to 31-N of client 300, conveys a message in person to talk with interaction with the client.
Continuation further specifies technical solution of the present invention with method flow.See also Fig. 3, Fig. 3 is the process flow diagram of a kind of financial and monetary information monitoring method of servicing embodiment provided by the invention, please consults simultaneously the system architecture synoptic diagram of Fig. 1.As shown in Figure 3, described financial and monetary information monitoring method of servicing comprises the following steps:
At first, computer 10 starts financial and monetary information monitoring service system 11, and computer 10 is downloaded financial and monetary information (S109) by network 21 by information source 25.For convenience of description, the financial and monetary information monitoring service system 11 of present embodiment is to start by computer 10, but this is not limited.Certainly, when implementing, be to replace above-mentioned computer 10 by various electronic installations, perhaps start financial and monetary information monitoring service system 11 with the high in the clouds method of service.Simultaneously, the display of financial and monetary monitoring service system 11 control computers 10 produces and sets interface (S101).
Secondly, financial and monetary information monitoring service system 11 reads a customer data (S103) by database 15, and recycling is set the interface and set up the notification mode (S105) of this customer data, and sets up warning conditions (S107).
Thereafter, financial and monetary information monitoring service system 11 judges whether financial and monetary data meet warning conditions (S111).When the judged result of step S111 is yes, the display of financial and monetary information monitoring service system 11 control computers 10 produces information warning immediately, with the notification mode (S113) that shows this customer data.The determination result is NO as step S111, then repeating step S109.
After the step S113, financial and monetary information monitoring service system 11 judges whether to set up another warning conditions (S115).When the judged result of step S 115 is yes, then repeating step S 109.The determination result is NO as step S115, then termination routine.
Then further specify the ins and outs of financial and monetary information monitoring service system.See also Fig. 4, Fig. 4 is the functional block diagram of a kind of financial and monetary information monitoring service system embodiment provided by the invention.As shown in Figure 4, financial and monetary information monitoring service system 11 comprises setting interface-generation unit 111, financial and monetary information receiving unit 112, database access unit 113, customer data storage unit 114, setting data receiving element 115, filter element 116, information warning generation unit 117 and communication control unit 118.
Among Fig. 4, set the display 103 that interface-generation unit 111 is coupled to computer 10, produce in order to control display device 103 and set the interface.Financial and monetary data receiver unit 112 is coupled to information source 25, in order to download financial and monetary information by information source 25.Database access unit 113 is coupled to database 15, in order to the stored customer data of access database 15.Customer data storage unit 114 is coupled to database access unit 113, the customer data that is read out by database 15 in order to temporal data library access unit 113.Setting data receiving element 115 is coupled to operation interface 101 and the customer data storage unit 114 of computer 10, set the data that the interface is inputted in order to receive the salesman by 101 pairs of operation interfaces, so that the customer data that is temporary in customer data storage unit 114 is set up notification mode and warning conditions.Information warning generation unit 117 is coupled to display 103, produces in order to control display device 103 and sets the interface.Notice control module 118 is coupled to the communication module 105 of computer 10, in order to external transmission information.
Please consult Fig. 4, filter element 116 is coupled to financial and monetary information receiving unit 112, customer data storage unit 114, information warning generation unit 117 and communication control unit 118 again.Whether filter element 116 meets the warning conditions of customer data in order to filter financial and monetary information, when filtering out financial and monetary information conforms warning conditions, the filter element 116 instant information warning generation units 117 that trigger, make information warning generation unit 117 control display devices 103 produce information warning, and information warning is with the notification mode of related demonstration customer data.If the notification mode of customer data is automatic advice method, such as: SMS, Email, network instant messages etc., filter element 116 will trigger communication control unit 118, to pass through communication module 105 automatic transmission information.
Continue to see also Fig. 5 to Fig. 7, Fig. 5 and Fig. 6 are a kind of setting interface synoptic diagram in the embodiment of the invention, and Fig. 7 is a kind of caution list synoptic diagram in the embodiment of the invention.Such as Fig. 5 and shown in Figure 6, in a specific embodiment, financial and monetary information monitoring service system 10 provides two kinds to set interface 191-1,191-2 at least.Among Fig. 5, setting interface 191-1 in order to set up transaction dynamic setting data, is to carry out filtering screening for personal share trading volume valence mumber according to the financial and monetary information of type.Set the upper half area picture of interface 191-1 in order to receive the data such as customer account number, commercial disignation, warning conditions, advice method, frequency of notification, data entry mode can or be opened associated menu and be chosen by direct key entry.Set the half area picture of interface 191-1 then in order to show the customer data overview through setting.Fig. 5 shows the legend of an information warning 193 in addition, and information warning 193 comprises the information such as customer name, warning conditions, notification mode pattern and information indicating time.
Among Fig. 6, setting interface 191-2 in order to set up key data, is to carry out filtering screening for the financial and monetary information of news data type.Set the upper half area picture of interface 191-2 in order to receive the data such as customer account number, key word, advice method, frequency of notification, data entry mode can or be opened associated menu and be chosen by direct key entry equally.The half area picture of setting interface 191-2 is then finished the customer data overview of setting in order to demonstration.
As shown in Figure 7, in a specific embodiment, financial and monetary information monitoring service system 10 can further provide caution record list 195.Caution record list 195 can be for data such as the information indicating time of inquiring about each record, caution type, warning conditions, financial and monetary information filtering result, customer name, advice methods in order to provide the salesman to browse the record data that once trigger information warning.
Benly be, during actual enforcement, technical field that the present invention belongs to personage is content and utilize the prior art resource according to the above description, plans voluntarily suitable picture pattern, and the applicable control item of configuration is to reach the interface interaction effect.The setting interface of Fig. 5 to Fig. 7, information warning and caution record list are the legend that specifies the technical program only, but not in order to limit protection scope of the present invention.
Embodiment by above-mentioned financial and monetary information monitoring method of servicing and system, the salesman can be for different clients, set individual notification mode and warning conditions, and when filtering out financial and monetary information conforms warning conditions in system, the instant information warning that produces of system is notified the salesman, allows the salesman convey a message to the client with reference to default notification mode.Therefore, financial and monetary information monitoring method of servicing of the present invention and system can support the salesman to reach individual and customer service instantaneity.
Another embodiment
See also Fig. 8, Fig. 8 is the functional block diagram of the financial and monetary information monitoring service system of another kind provided by the invention embodiment.The elongation technology that the financial and monetary information monitoring service system of present embodiment is last embodiment, what have that last example provides sets individual notification mode and warning conditions for different clients, when filtering out financial and monetary information conforms warning conditions, immediately produce the basic function of information warning again.Present embodiment aims to provide the further technical descriptioon of financial and monetary information monitoring service system, and the technology contents that last embodiment specifically states is no longer repeated to give unnecessary details.
As shown in Figure 8, financial and monetary information monitoring service system 41 is arranged at computer 40.Financial and monetary information monitoring service system 41 comprises main list generation unit 410, financial and monetary information receiving unit 411, financial and monetary information memory cell 412, database access unit 413, customer data storage unit 414, inventory data analytic unit 415, filter element 416 and correlation form generation unit 417.Filter element 416 is coupled to financial and monetary information memory cell 412, customer data storage unit 414, inventory data analytic unit 415 and correlation form generation unit 417.
See also Fig. 8, main list generation unit 410 is coupled to the display 403 of computer 40, produces main list in order to control display device 403.Financial and monetary information receiving unit 411 is coupled to information source 25, in order to download financial and monetary information by information source 25.Financial and monetary information memory cell 412 is coupled to financial and monetary information receiving unit 411, the financial and monetary information of downloading in order to keep in financial and monetary information receiving unit 411.Database access unit 413 is coupled to database 15, in order to the stored customer data of access database 15.Customer data storage unit 414 is coupled to database access unit 413, the customer data that is read out by database 15 in order to temporal data library access unit 413.Inventory data analytic unit 415 is coupled to customer data storage unit 414, in order to analyze customer data other inventory data, to obtain the corresponding treasury stock project of each customer data.Correlation form generation unit 417 is coupled to display 403, produces correlation form in order to control display device 403.
Please consult simultaneously Fig. 8 and Fig. 9, Fig. 9 is a kind of main list and the correlation form synoptic diagram in the embodiment of the invention.As shown in Figure 9, financial and monetary information monitoring service system 41 can be controlled display 403 and produce financial and monetary information browse interface, and this financial and monetary information browse interface is defined as main list 491, in order to show financial and monetary information.Financial and monetary information monitoring service system 41 simultaneously control display device 403 produces correlation form 493, demonstrates the treasury stock kind customer data relevant with financial and monetary information with companion.Concrete ins and outs then are described, see also Fig. 8, whether the treasury stock project that filter element 416 filters each customer data meets financial and monetary information, and the customer data that the treasury stock project meets financial and monetary information is defined as the associated client data.Filter element 416 triggers correlation form generation unit 417 control display devices 403 again and produces correlation form 493, shows the associated client data to utilize correlation form 493.
Then, please consult simultaneously Fig. 8 and Figure 10, Figure 10 is another kind of main list and the correlation form synoptic diagram in the embodiment of the invention.As shown in figure 10, financial and monetary information monitoring service system 41 can be controlled display 403 and produce the customer data browser interface, and this interface is defined as main list 495, in order to show the account data of particular customer.Financial and monetary information monitoring service system 41 simultaneously control display device 403 produces correlation form 497, demonstrates the financial and monetary information relevant with these client stock security with companion.Concrete ins and outs then are described, see also Fig. 8, filter element 416 filters each financial and monetary information and whether meets the treasury stock project of these particular customer data, and the financial and monetary information definition that will meet the treasury stock project of these particular customer data is related financial and monetary information.Filter element 416 triggers correlation form generation unit 417 control display devices 403 again and produces correlation form 497, shows related financial and monetary information to utilize correlation form 497.
Embodiment by above-mentioned financial and monetary information monitoring method of servicing and system, the salesman can pass through correlation form, grasp the information relevant with main list, for example: when the salesman browses financial and monetary news with main list, can be simultaneously by correlation form with reference to the customer data that has with the stock of the relevant personal share of financial and monetary news; On the other hand, when the salesman browses the particular customer account data with main list, can be simultaneously by correlation form with reference to the financial and monetary news of the relevant personal share of client's treasury stock kind.Can assist by this salesman initiatively important information to be conveyed to the relative clients group, and provide the client more complete thorough financial and monetary consulting service by stock basic side, chip face, technological side.
Another embodiment
At last, see also Figure 11, Figure 11 is the system architecture synoptic diagram of the financial and monetary information monitoring service system of another kind provided by the invention embodiment.As shown in figure 11, the financial and monetary information monitoring service system 530 of present embodiment is erected at apps server 53 in the mode of Web page application program.Apps server 53 is connected in database server 51, and financial and monetary information monitoring service system 530 can be done the data access to database 510.In the present embodiment, financial and monetary information monitoring service system 530 is mounted in running on the apps server 53, the salesman can utilize the web browser 700 of computer 70 to link financial and monetary information monitoring service system 530 by network 60, utilizes the display of computer 70 and operation interface to come browing system interface and setting data.
The possible effect of embodiment
According to an embodiment of the present, described financial and monetary information monitoring method of servicing and system can assist the salesman to monitor the financial and monetary information such as personal share trading volume valence mumber certificate and news data, and the instantly prompting salesman is according to the customer requirement feedback information.Can support by this salesman to reach individual and customer service instantaneity.Moreover according to another kind of embodiment of the present invention, described financial and monetary information monitoring method of servicing and system can cooperate main list, produce simultaneously correlation form, make the salesman pass through correlation form, grasp the information relevant with main list, and the client is provided more complete thorough financial and monetary consulting service.
The above only is embodiments of the invention, and it is not to limit to Patent right requirement scope of the present invention.
Claims (10)
1. a financial and monetary information monitoring method of servicing is applicable to have the computer system of display, it is characterized in that this finance information monitoring method of servicing comprises the following steps:
Control this display and produce the setting interface;
Utilize this setting interface to set up notification mode and the warning conditions of a customer data;
Whether the financial and monetary information that filtration is downloaded by network meets this warning conditions; And
When this this warning conditions of finance information conforms, immediately control this display and produce information warning, wherein this information warning comprises this notification mode of this customer data.
2. financial and monetary information monitoring method of servicing as claimed in claim 1 is characterized in that this finance information is personal share trading volume valence mumber certificate, and this warning conditions is transaction dynamic setting data.
3. financial and monetary information monitoring method of servicing as claimed in claim 1 is characterized in that this finance information is news data, and this warning conditions is key data.
4. financial and monetary information monitoring method of servicing as claimed in claim 1 characterized by further comprising the following step:
Take out many customer datas by database read;
Analyze these many customer datas other inventory data, to obtain the corresponding treasury stock project of each this customer data;
Whether this treasury stock project of filtering each this customer data meets this finance information; And
This customer data that this treasury stock project is met this finance information is defined as the associated client data.
5. financial and monetary information monitoring method of servicing as claimed in claim 4 characterized by further comprising the following step:
Control this display and produce main list and correlation form, show this finance information to utilize this main list, and utilize this correlation form to show this associated client data.
6. a financial and monetary information monitoring service system is arranged at the computer system with display, it is characterized in that this finance information monitoring service system comprises:
Set interface-generation unit, produce the setting interface in order to control this display;
The setting data receiving element is in order to notification mode and the warning conditions of setting up a customer data;
Financial and monetary information receiving unit is in order to download financial and monetary information by network;
Whether filter element meets this warning conditions in order to filter this finance information; And
The information warning generation unit produces information warning in order to control this display;
Wherein when this filter element filters out this this warning conditions of finance information conforms, instant this information warning generation unit that triggers, make this information warning generation unit control this display and produce this information warning, this information warning comprises this notification mode of this customer data.
7. financial and monetary information monitoring service system as claimed in claim 6 is characterized in that this finance information is personal share trading volume valence mumber certificate, and this warning conditions is transaction dynamic setting data.
8. financial and monetary information monitoring service system as claimed in claim 6 is characterized in that this finance information is news data, and this warning conditions is key data.
9. financial and monetary information monitoring service system as claimed in claim 6 characterized by further comprising:
The customer data storage unit is in order to store many customer datas; And
The inventory data analytic unit is in order to analyze these many customer datas other inventory data, to obtain the corresponding treasury stock project of each this customer data;
Wherein whether this filter element this treasury stock project of filtering each this customer data meets this finance information, and this customer data that this treasury stock project meets this finance information is defined as the associated client data.
10. financial and monetary information monitoring service system as claimed in claim 9 characterized by further comprising:
Main list generation unit produces main list in order to control this display, and utilizes this main list to show this finance information; And
The correlation form generation unit produces correlation form in order to control this display, and utilizes this correlation form to show this associated client data.
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| CN2012101204596A CN103377450A (en) | 2012-04-19 | 2012-04-19 | Financial information monitoring service method and system |
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| TW201013572A (en) * | 2008-09-22 | 2010-04-01 | Systex Corp | System and method for providing financial products with comprehensive evaluation data |
| TW201123055A (en) * | 2009-12-31 | 2011-07-01 | Yao-Lang Guo | Method of monitoring and evaluating securities trade safety. |
| US20110295731A1 (en) * | 2010-05-26 | 2011-12-01 | Bank Of America Corporation | Financial customer account activity monitoring and predictive account management system |
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Application publication date: 20131030 |