CN106651584A - Investment management system - Google Patents
Investment management system Download PDFInfo
- Publication number
- CN106651584A CN106651584A CN201611094076.0A CN201611094076A CN106651584A CN 106651584 A CN106651584 A CN 106651584A CN 201611094076 A CN201611094076 A CN 201611094076A CN 106651584 A CN106651584 A CN 106651584A
- Authority
- CN
- China
- Prior art keywords
- questionnaire
- financial product
- instruction
- client
- custodian
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Granted
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
Landscapes
- Engineering & Computer Science (AREA)
- Business, Economics & Management (AREA)
- Finance (AREA)
- Accounting & Taxation (AREA)
- Development Economics (AREA)
- Operations Research (AREA)
- Game Theory and Decision Science (AREA)
- Human Resources & Organizations (AREA)
- Entrepreneurship & Innovation (AREA)
- Economics (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Technology Law (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
The invention relates to an investment management system. The system comprises a financial product database, a data processing server, an entrusted investment manager client and a financial product manager client. The system is used for performing fund manager data collection, data analysis and processing, analysis result visualization and other operation according to actual demands of entrusted investment business. The system can provide systematic analysis and processing support for all business such as management before, during and after entrusted investment, and meanwhile provides a good platform for fund managers to show their own investment research ability.
Description
Technical field
The present invention relates to field of computer technology, more particularly to a kind of investment management system.
Background technology
In investment field, out-side management custodian before throwing, made a basket, throw after in every business procedure such as management, it is right to need
Every data target of financial product is analyzed and compares, and ability is ground in the throwing for understanding financial product custodian, grasps miscellaneous investments
Reference information, to help be invested, it is ensured that the maximization of investment return.But, at present, in investment field, out-side management pipe
Reason people obtains the means of above- mentioned information and is not carried out intellectuality, convenient purification and automation.Therefore, it is badly in need of a kind of intelligent investment pipe
Reason system, to assist out-side management custodian to carry out investment decision.
The content of the invention
Embodiments provide a kind of investment management system.
Embodiments provide a kind of investment management system, including financial product database, data processing server,
Out-side management custodian client and financial product custodian's client：
The financial product database, for storing financial product data, the financial product data include belonging to institute
State the own financial product data of the user of out-side management custodian's client and be available for each out-side management custodian's client
The shared financial product data for using；
The out-side management custodian client, for creating information according to the questionnaire for receiving questionnaire is generated, will be described
Questionnaire is sent to the financial product custodian's client specified；Reclaim from the financial product custodian client specified and reply
Questionnaire afterwards；It is arbitrary in questionnaire after questionnaire, the questionnaire of transmission, answer of the questionnaire management instruction for receiving to the generation
Plant or various questionnaires are managed；According to the questionnaire analysis order for receiving, indicate that the data processing server is answered described
Questionnaire carries out content analysis after multiple, and shows the questionnaire analysis result of the data processing server feedback；According to what is received
Financial product data processing instructions, indicate that the data processing server carries out corresponding financial product data processing, and show
The financial product data processed result of the data processing server feedback, the financial product data processing instructions include finance
Product compares the arbitrary instruction in instruction, financial product Asset Allocation instruction, financial product analysis instruction or multiple instruction；
The data processing server, for responding the instruction that the out-side management custodian client is sent, the finger
Show including：Respond the questionnaire analysis order and/or financial product data processing instructions；
The financial product custodian client, for receiving and shows that the out-side management custodian client sends
Questionnaire；The answer to the questionnaire is received, questionnaire after answer is fed back to into the out-side management custodian client.
In one embodiment, said system also includes questionnaire problem template library：
The questionnaire problem template library, for storing any one of default questionnaire masterplate, problem masterplate or multinomial；
The out-side management custodian client, including questionnaire management module, the questionnaire management module includes newly-built asking
Examination paper module, the newly-built questionnaire submodule includes：
Topic types unit, for showing that topic types are selected for user；The topic types that receive user is selected；
Questionnaire masterplate call unit, for showing that the questionnaire masterplate is selected for user；The questionnaire mould that receive user is selected
Version；
Problem masterplate call unit, for showing that the problem masterplate is selected for user；The problem mould that receive user is selected
Version；
Questionnaire edit cell, for questionnaire editor's information of receiving user's input, obtains the topic types unit, questionnaire
User's selection result that any cell or multiple units are received in masterplate call unit, problem masterplate call unit；According to institute
State questionnaire editor information and/or user's selection result sets up questionnaire.
In one embodiment, the questionnaire management module also includes that questionnaire information shows that submodule and questionnaire arrange submodule
Block；
The questionnaire information shows submodule, for show the recovery state of questionnaire, classification, yield, in the renewal time
Any one or multinomial information；
The questionnaire arranges submodule to be included：
Questionnaire control unit, the questionnaire control instruction for receives input is issued and/or reclaimer operation to questionnaire；
Questionnaire analysis unit, for according to the questionnaire analysis instruction for receiving, indicating the data processing server to returning
Questionnaire is analyzed after the answer of receipts, and shows the questionnaire analysis result of the data processing server feedback；
Questionnaire setting unit, for being configured to questionnaire according to the setting instruction for receiving, arranging instruction includes questionnaire
The setting of questionnaire after classification setting instruction, the whether repeatable submission answer of financial product manager client is instructed, replies questionnaire
Financial product manager contact method setting instruction in arbitrary instruction or multiple instruction；
Notification unit, for the notification instruction of receives input, notifies the related personnel of questionnaire according to notification instruction
Operation, the notification instruction includes notifying theme, content of announcement and notification received personnel's contact method；
Questionnaire shares unit, for sharing instruction according to the questionnaire that receives, by questionnaire be shared with specified user, and/or
The corresponding Quick Response Code of the questionnaire to be shared is generated, Quick Response Code is sent to into financial product custodian client or default end
End, Quick Response Code includes obtaining the address of correspondence questionnaire；
Questionnaire edit cell, for carrying out edit operation to corresponding questionnaire according to the questionnaire edit instruction for receiving；
Questionnaire collects unit, for instructing and/or collecting the instruction of exercise question in questionnaire according to the collection questionnaire for receiving, will
The questionnaire is added in questionnaire problem template library as questionnaire masterplate and/or using exercise question in questionnaire as problem masterplate.
In one embodiment, the questionnaire analysis unit, including：
Statistical analysis subelement, after the answer to different financial product custodian clients for the return of same questionnaire
Questionnaire carries out statistical analysis, and shows the statistic analysis result；
Alternate analysis subelement, for different financial product custodian clients to be directed to the different questionnaire institutes of same classification
Questionnaire carries out statistical analysis after the answer of return, and shows the statistic analysis result；To different financial product custodian clients
Different times fill in the alternate analysis of all exercise questions of same classification questionnaire, and show the alternate analysis result；Different finance are produced
Product custodian's client different times fill in the alternate analysis of the single exercise question of same classification questionnaire, and show the alternate analysis knot
Really.
In one embodiment, the out-side management custodian client, including financial product comparison module：
The financial product comparison module includes：
Own financial product data target comparison sub-module, for the first financial product filter information of receives input, institute
The first financial product filter information is stated including any one of financial product type, investment base, establishment time or multinomial, from institute
In stating the own financial product data of financial product database, it is determined that match with the first financial product filter information first
Matching financial product data, compare instruction and the described first matching financial product data are compared according to the financial product for receiving
Compared with the first comparative result of acquisition simultaneously shows first comparative result；
Or, after the first matching financial product data are determined, matching to described first for receives input is golden
Melt the first edit instruction of product data, the described first matching financial product data are compiled according to first edit instruction
Volume, the first matching financial product data after being edited, first edit instruction includes being produced to the described first matching finance
Financial product information in product data in the instruction of addition financial product information, change the first matching financial product data
Instruction, arbitrary instruction or the multiple fingers deleted in the described first instruction for matching the financial product information in financial product data
Order, compares instruction and the first matching financial product data after the editor is compared according to the financial product for receiving, and obtains
Obtain the second comparative result and show second comparative result；
Shared financial product data target comparison sub-module, for the second financial product filter information of receives input, institute
The second financial product filter information is stated including any one of financial product type, investment base, establishment time or multinomial, from institute
In stating the shared financial product data of financial product database, it is determined that match with the second financial product filter information second
Matching financial product data, compare instruction and the described second matching financial product data are compared according to the financial product for receiving
Compared with the 3rd comparative result of acquisition simultaneously shows the 3rd comparative result；
Or, after the second matching financial product data are determined, matching to described second for receives input is golden
Melt the second edit instruction of product data, the described second matching financial product data are compiled according to second edit instruction
Volume, the second matching financial product data after being edited, second edit instruction includes being produced to the described second matching finance
Financial product information in product data in the instruction of addition financial product information, change the second matching financial product data
Instruction, arbitrary instruction or the multiple fingers deleted in the described second instruction for matching the financial product information in financial product data
Order, compares instruction and the second matching financial product data after the editor is compared according to the financial product for receiving, and obtains
Obtain the 4th comparative result and show the 4th comparative result.
In one embodiment, the out-side management custodian client, including financial product Asset Allocation module：
The financial product Asset Allocation module, for carrying out financial investment reference index at least two financial products
Comparative analysis, shows comparative analysis result.
In one embodiment, the out-side management custodian client, including：
The financial product analysis module, for being analyzed to the historical data of financial product, and shows analysis result.
In one embodiment, the financial product custodian client also includes：
Answer situation record sub module, for monitoring whether the questionnaire for receiving is opened；When monitoring that questionnaire is opened,
The answer situation of each exercise question in monitoring and record questionnaire, the situation that replies includes that answer spends duration, changes number of times, every time modification
Any one of gap between answer with last answer or multinomial information；
Questionnaire feeds back submodule, for by the answer situation of each exercise question in questionnaire after the corresponding answer of questionnaire and questionnaire
It is sent to out-side management custodian's client；
The out-side management people management client, also includes：
Questionnaire marks submodule, for according to the answer situation of each exercise question in questionnaire, determining the answer situation ginseng of questionnaire
Numerical value；Determine whether to be arranged for questionnaire according to the answer situation parameter value of questionnaire and mark, it is described to mark for reminding out-side management
The user of people's management client notices that the answer operation of the questionnaire occurs in that exception.
In one embodiment, the data processing server, is additionally operable to：
The user profile of storage financial product custodian's client, and financial product custodian's client is being received to it
When the renewal of user profile is operated, the user profile of financial product custodian's client is updated according to operation is updated；
Storage financial product custodian's client returns to questionnaire after the answer of out-side management custodian's client, and records
Whether questionnaire is opened or uses after time of return or monitoring are replied；Time of return is located at when the time for updating operation
In preset time period afterwards or when monitoring that questionnaire is unopened or uses after answer, the problem of questionnaire after judging to reply
In whether include for investigating the user profile of financial product custodian's client first problem；If it is, after replying
The answer of first problem in questionnaire replaces with the user profile after aforementioned renewal, i.e., with the user profile after aforementioned renewal by first
The answer of problem is covered.
The technical scheme that embodiments of the invention are provided can include following beneficial effect：
Investment management system provided in an embodiment of the present invention, for according to the actual demand of out-side management business, carrying out base
The operations such as golden custodian's data acquisition, Data Analysis Services, analysis result visualization, the system can be the throwing of out-side management
Before, made a basket, throw after the analysis of every service providing system such as management and processing support.Also represent itself for fund manager simultaneously
Throwing grinds ability there is provided good platform.
It should be appreciated that the general description of the above and detailed description hereinafter are only exemplary and explanatory, not
The present invention can be limited.
Description of the drawings
Accompanying drawing herein is merged in specification and constitutes the part of this specification, shows the enforcement for meeting the present invention
Example, and be used to explain the principle of the present invention together with specification.
Fig. 1 is a kind of structured flowchart of the investment management system according to an exemplary embodiment；
Fig. 2 is the structured flowchart of another kind of investment management system according to an exemplary embodiment；
Fig. 3 is the structured flowchart of another investment management system according to an exemplary embodiment；
Fig. 4 is the structured flowchart of another investment management system according to an exemplary embodiment；
Fig. 5 is the structured flowchart of another investment management system according to an exemplary embodiment.
Specific embodiment
Here exemplary embodiment will be illustrated in detail, its example is illustrated in the accompanying drawings.Explained below is related to
During accompanying drawing, unless otherwise indicated, the same numbers in different accompanying drawings represent same or analogous key element.Following exemplary embodiment
Described in embodiment do not represent all embodiments matched with the present invention.Conversely, they be only with it is such as appended
The example of the apparatus and method that some aspects described in detail in claims, the present invention match.
A kind of investment management system is embodiments provided, for according to the actual demand of out-side management business, entering
The operations such as row fund manager's data acquisition, Data Analysis Services, analysis result visualization, the system can be out-side management
Before throwing, made a basket, throw after the analysis of every service providing system such as management and processing support.While also representing certainly for fund manager
Body throws ability of grinding there is provided good platform.
A kind of investment management system is embodiments provided, as shown in figure 1, the system includes financial product database
11st, data processing server 12, out-side management custodian client 13 (its user is out-side management custodian) and financial product
Custodian's client 14 (its user is out-side management custodian financial product custodian, and financial product can be fund etc.), its
In：
Financial product database 11, for storing financial product data, financial product data include belonging to out-side management
The own financial product data of the user of custodian's client 13 and it is available for what each out-side management custodian client 13 was used
Shared financial product data；
Out-side management custodian client 13, for creating information according to the questionnaire for receiving questionnaire is generated, and questionnaire is sent out
Give the financial product custodian client 14 specified；Reclaim from specified financial product custodian client 14 and asked after replying
Volume；According to any one or more of the questionnaire management instruction for receiving to the questionnaire for generating, the questionnaire of transmission, after replying in questionnaire
Questionnaire is managed；According to the questionnaire analysis order for receiving, questionnaire carries out interior after the 12 pairs of answers of instruction data processing server
Hold analysis, and the questionnaire analysis result of the feedback of display data processing server 12；According to the financial product data processing for receiving
Instruction, indicates that data processing server carries out corresponding financial product data processing, and display data processing server 12 feeds back
Financial product data processed result, financial product data processing instructions compare instruction, financial product assets including financial product
Arbitrary instruction or multiple instruction in configuration-direct, financial product analysis instruction；
Data processing server 12, for responding the instruction that out-side management custodian client 13 is sent, indicates to include：Ring
Answer the arbitrary instruction or two instructions in questionnaire analysis order, financial product data processing instructions；
Financial product custodian client 14, for receiving and shows that what out-side management custodian client 13 sent asks
Volume；The answer to questionnaire is received, questionnaire after answer is fed back to into out-side management custodian client 13.
Wherein, the financial product data in financial product database 11 may include the respective product number of multiple financial products
According to product data can be net including the type of financial product, investment base, establishment time, financial product manager, financial product
Any data related to the financial product such as Value Data, financial product scale data.
As shown in Fig. 2 said system may also include questionnaire problem template library 21：
Questionnaire problem template library 21, for storing any one of default questionnaire masterplate, problem masterplate or multinomial；
Out-side management custodian client 13, including questionnaire management module 22, questionnaire management module 22 includes newly-built questionnaire
Submodule 23, newly-built questionnaire submodule 23 includes：
Topic types unit 231, for showing that topic types are selected for user；The topic types that receive user is selected；Its
In, topic types may include single choice, multiple choice, matrix single choice, matrix multiple choice, matrix topic, sequence topic, single file text,
Multiline text, paragraph explanation, form topic, annex topic, slide block topic etc.；
Questionnaire masterplate call unit 232, for showing that questionnaire masterplate is selected for user；The questionnaire mould that receive user is selected
Version；
Problem masterplate call unit 233, selects for showing problem masterplate for user；The problem mould that receive user is selected
Version；
Questionnaire edit cell 234, for questionnaire editor's information of receiving user's input, obtains topic types unit, questionnaire
User's selection result that any cell or multiple units are received in masterplate call unit, problem masterplate call unit；According to asking
Any one of volume editor's information, user's selection result or multinomial information set up questionnaire.
Said system facilitates the user of out-side management custodian client 13 to edit questionnaire, improves editorial efficiency.Questionnaire
Can be that ability is ground in the throwing for investigating financial product custodian, therefore said system also represents itself throwing and grinds ability for fund manager
There is provided good platform.
As shown in figure 3, questionnaire management module 22 may also include questionnaire information shows that submodule 31 and questionnaire arrange submodule
32；
Questionnaire information shows submodule 31, for showing the recovery state (such as reclaim, suspend recovery) of questionnaire, dividing
Class (type of questionnaire, can prespecified several types, edit questionnaire when select determine questionnaire which type belonged to), reclaim
Any one of amount, renewal time or multinomial information；
Questionnaire arranges submodule 32 to be included：
Questionnaire control unit 321, the questionnaire control instruction for receives input carries out issue operation, reclaimer operation to questionnaire
In any operation or two operation；
Questionnaire analysis unit 322, for according to the questionnaire analysis instruction for receiving, indicating data processing server to reclaiming
Answer after questionnaire be analyzed, and display data processing server feedback questionnaire analysis result；
Questionnaire setting unit 323, for being configured to questionnaire according to the setting instruction for receiving, arranging instruction includes asking
Whether volume classification setting instruction, financial product manager client repeat is submitted the setting instruction of questionnaire after answer to, replies and ask
Arbitrary instruction or multiple instruction in the setting instruction of the contact method of the financial product manager of volume；
Notification unit 324, for the notification instruction of receives input, leads to according to notification instruction to the related personnel of questionnaire
Know operation, notification instruction includes notifying theme, content of announcement and notification received personnel's contact method；For example, can set in advance
Notification received white list or blacklist are put, it is just silent if selecting white list when notification received personnel's contact method is edited
Recognize is to notify all personnel in white list；If selecting blacklist, just acquiescence is not notify all personnel in blacklist.
Questionnaire shares unit 325, for sharing instruction according to the questionnaire that receives, by questionnaire be shared with specified user and/
Or the corresponding Quick Response Code of the questionnaire to be shared is generated, Quick Response Code is sent to into financial product custodian client or default end
End, Quick Response Code includes obtaining the address of correspondence questionnaire；
Questionnaire edit cell 326, for carrying out edit operation to corresponding questionnaire according to the questionnaire edit instruction for receiving；
Questionnaire collects unit 327, for according to the collection questionnaire instruction for receiving and/or the finger for collecting exercise question in questionnaire
Order, questionnaire problem template library 21 is added into using the questionnaire as questionnaire masterplate and/or using exercise question in questionnaire as problem masterplate
In.
Said system facilitates the user management questionnaire of out-side management custodian client 13, improves the convenience of management.
As shown in figure 4, questionnaire analysis unit 322 may include：
Statistical analysis subelement 41, for answering for same questionnaire return different financial product custodian clients 14
Questionnaire carries out statistical analysis after multiple, and shows the statistic analysis result；
Alternate analysis subelement 42, asks for the difference to different financial product custodian clients 14 for same classification
Questionnaire carries out statistical analysis after the returned answer of volume, and shows the statistic analysis result；To different financial product custodians visitor
The different times of family end 14 fill in the alternate analysis of all exercise questions of same classification questionnaire, and show the alternate analysis result；To difference
The different times of financial product custodian client 14 fill in the alternate analysis of the single exercise question of same classification questionnaire, and show the intersection
Analysis result.
In addition, questionnaire analysis unit can also the situation of questionnaire, in the form of a file derivation answer after line preview is replied
Questionnaire etc. afterwards.
Above-mentioned questionnaire could be for the questionnaire of situations such as investigating company's situation, the achievement situation of financial product custodian.
Said system can Automatic analysis reply after information in questionnaire, so as to it is convenient using questionnaire after replying come Treatment Analysis, it is square
Just the user of out-side management custodian client 13 understands the situation of financial product custodian, and for out-side management, custodian provides very
Real effectively investment foundation.
As shown in figure 5, out-side management custodian client 13, it may include financial product comparison module 51：
Financial product comparison module 51 includes：
Own financial product data target comparison sub-module 511, for the first financial product filter information of receives input,
First financial product filter information includes any one of financial product type, investment base, establishment time or multinomial, from finance
In the own financial product data of product database, it is determined that the first matching finance matched with the first financial product filter information is produced
Product data, compare instruction and the first matching financial product data are compared according to the financial product for receiving, and obtain first and compare
Relatively result simultaneously shows the first comparative result；Such as the earning rate of two or the fund of more than two is compared, to net value
It is compared；
Or, after the first matching financial product data are determined, receives input to first matching financial product number
According to the first edit instruction, according to the first edit instruction to first matching financial product data enter edlin, after being edited
First matching financial product data, the first edit instruction includes adding financial product information in the first matching financial product data
Instruction, change first match financial product data in financial product information instruction, delete first match financial product number
Arbitrary instruction or multiple instruction in the instruction of the financial product information according in, compares instruction right according to the financial product for receiving
The first matching financial product data after editor are compared, and obtain the second comparative result and show the second comparative result；Such as
The earning rate of two or the fund of more than two is compared, net value is compared；
Shared financial product data target comparison sub-module 512, for the second financial product filter information of receives input,
Second financial product filter information includes any one of financial product type, investment base, establishment time or multinomial, from finance
In the shared financial product data of product database, it is determined that the second matching finance matched with the second financial product filter information is produced
Product data, compare instruction and the second matching financial product data are compared according to the financial product for receiving, and obtain the 3rd and compare
Relatively result simultaneously shows the 3rd comparative result；Such as the earning rate of two or the fund of more than two is compared, to net value
It is compared；
Or, after the second matching financial product data are determined, receives input to second matching financial product number
According to the second edit instruction, according to the second edit instruction to second matching financial product data enter edlin, after being edited
Second matching financial product data, the second edit instruction includes adding financial product information in the second matching financial product data
Instruction, change second match financial product data in financial product information instruction, delete second match financial product number
Arbitrary instruction or multiple instruction in the instruction of the financial product information according in, compares instruction right according to the financial product for receiving
The second matching financial product data after editor are compared, and obtain the 4th comparative result and show the 4th comparative result.Such as
The earning rate of two or the fund of more than two is compared, net value is compared.
Above-mentioned financial product type and investment base can be different according to the characteristics of financial product, such as, work as financial product
When being fund, its product type can be：Trust products, independent research, stock trader's money pipe, the special family of public offering, futures money pipe, limited conjunction
Partner, overseas funds, single account etc.；Its investment base can be：It is stock strategy, futures management, event-driven, bond strategy, grand
See strategy, combined strategy, composite strategy, Index of Shanghai Stock Exchange etc..
Said system can various financial products of comparative analysis automatically, assist out-side management custodian to understand various financial products
The similarities and differences, advantage and situations such as shortcoming.
As shown in figure 5, out-side management custodian client 13, it may include financial product Asset Allocation module 52：
Financial product Asset Allocation module 52, for carrying out the right of financial investment reference index at least two financial products
Than analysis, show comparative analysis result.
Specifically, at least two financial products are carried out with the comparative analysis of financial investment reference index, including：To at least two
Kind of financial product carry out average-Tobin's mean variance model analysis, risk balance strategy compare, it is adaptive expectations and fluctuation com-parison and analysis, right
Financial product coefficient correlation carries out stability bandwidth comparative analysis, venture worth model analysis carried out to financial product coefficient correlation, right
Financial product coefficient correlation carries out Conditional Lyapunov ExponentP model analysis etc..
As shown in figure 5, out-side management custodian client 13, may also include：
Financial product analysis module 53, for being analyzed to the historical data of financial product, and shows analysis result.
Specifically, the historical data of financial product is analyzed, can is that the achievement to the financial product carries out general view,
It is analyzed including the several indexs of the income to the financial product, risk, Risk Adjusted and correlation；The financial product is carried out
Analysis on Achievements, such as historic performance to the financial product, weekly return distribution, monthly withdraw three indexs and be analyzed；To this
Financial product carries out risk analysis, for example, be analyzed to rolling season coefficient correlation, rolling season Beta two indices；To this
Financial product carries out scenario analysis, for example include to market style conversion the impact that the financial product is caused is analyzed, it is right
The shadow that the impact that stock disaster in 2015 is caused to the financial product is analyzed and causes to the financial product to the stock disaster of in January, 2016
Sound is analyzed.
In said method provided in an embodiment of the present invention, the result such as any analysis result, comparative result for being generated,
Can the mode of visual pattern represent, be for example rendered as broken line graph, column diagram, bar chart, pie chart etc..Can represent for every kind of
Mode arranges corresponding graphic icons, as long as clicking graphic icons, you can a key is presented the corresponding ways of presentation of data result
Analysis.
In one embodiment, financial product custodian client 14 may also include：
Answer situation record sub module, for monitoring whether the questionnaire for receiving is opened；When monitoring that questionnaire is opened,
The answer situation of each exercise question in monitoring and record questionnaire, the situation that replies includes that answer spends duration, changes number of times, every time modification
Any one of gap between answer with last answer or multinomial information；
Questionnaire feeds back submodule, for by the answer situation of each exercise question in questionnaire after the corresponding answer of questionnaire and questionnaire
It is sent to out-side management custodian client 13.
Now, out-side management people management client 13, may also include：
Questionnaire marks submodule, for according to the answer situation of each exercise question in questionnaire, determining the answer situation ginseng of questionnaire
Numerical value；Determine whether to be arranged for questionnaire according to the answer situation parameter value of questionnaire and mark, it is described to mark for reminding out-side management
The user of people's management client notices that the answer operation of the questionnaire occurs in that exception.
Specifically, for a questionnaire：
The exercise question quantity for assuming the questionnaire is N number of, and each exercise question i has its topic types Li, such as single choice, multiple choice,
Or annex topic etc.；Prespecified every kind of topic types LiStandard answer when a length of T (Li), if actual answer duration and the T
I the gap larger (such as actual answer duration is too short or oversize, all abnormal) of (), can speculate and be currently in use financial product pipe
It may not be validated user that reason people's client carries out the user of answer operation, because validated user can be well aware of this financial product
The situation of custodian, answer spends duration oversize；For careful consideration, answer spends the duration also will not be too short.
In addition, if the user of answer operation is carried out using financial product custodian client, when questionnaire is replied, to topic
Purpose answer is changed many times, can also speculate that being currently in use financial product custodian client carries out the use of answer operation
Family may not be validated user, because validated user can be well aware of the situation of this financial management of product people, will not be to exercise question
Answer is changed many times；Modification is often, it may be possible to for certain purposes intentionally for it.
Furthermore, when number of times is changed in the answer of an exercise question, more than X time, (value of X is predeterminable, such as any equal to 2 or 3 etc.
Value more than 2), if the final answer for determining and the gap for the first time between the answer of determination are larger, also can speculate makes
The user that answer operation is carried out with financial product custodian client may not be validated user, because validated user can be very
The situation of this financial management of product people is solved, the answer of exercise question will not many times be changed, and the change changed every time is also
Than larger, it may be possible to for certain purposes intentionally for it.
For considering for scene used above, in order to avoid financial product custodian's client is used by disabled user, keep away
Exempt from financial product custodian's client be supplied to the information after the answer of out-side management custodian's client in questionnaire be it is real,
It is the actual conditions that can truly reflect financial product custodian, embodiments provides following strategy to ensure finance
The safety in utilization of management of product people's client, it is ensured that the real effectiveness of questionnaire after answer.
In one embodiment, the answer situation of each exercise question may include in questionnaire：Questionnaire exercise question total quantity be N1, questionnaire
In each exercise question i topic types Li, the actual answer cost duration t of each exercise question ii；Also include：Financial product custodian visitor
Number of times P is changed in answer of the user at family end to each exercise question i of questionnairei；Also include that working as the answer of an exercise question in questionnaire repaiies
When changing number of times more than X time, the user of financial product custodian's client to the answer of the final determination of exercise question j with for the first time
It is determined that answer between gap value be Sj, the total number N2 of exercise question j of the number of times more than X time is changed in questionnaire；
Questionnaire marks submodule, is additionally operable to determine financial product custodian's client to questionnaire according to below equation (1)
Answer situation always biasing is total to the tolerable answer situation of questionnaire in current point in time with out-side management custodian client
Ratio K between biasing maximum：
Wherein, current point in time refers to that out-side management custodian client was opened or using the time of questionnaire after replying
Point；Default every kind of topic types LiA length of t (L during corresponding standard answeri),When representing the answer of questionnaire
Long biasing；The modification maximum times of default permission each exercise question i are Mi,Represent the modification number of times of questionnaire
Biasing；The value with the biggest gap of default permission is Smax,The modification gap biasing of questionnaire is represented, works as questionnaire
In the modification number of times of the answer without exercise question reach X time, then the modification gap biasing of the questionnaire is equal to zero；δ1、δ2、δ3Represent respectively Default weight coefficient, δ1+δ2+δ3≤1；λ1Represent gold
The factor of influence that the user's test paper behavioral trait for melting management of product people's client is always biased to the answer situation of questionnaire, user's test paper
Behavioral trait can be provided by financial product custodian client in initial registration, when the user's test paper behavioral trait for providing is use
(cost duration of for example answering the questions in a test paper often can be more than the standard of test paper cost duration, to inscribing when special circumstances often occurs in meeting Jing when family is answered the questions in a test paper
Purpose modification number of times can often exceed maximum modification number of times, the gap value of modification every time can exceed default value with the biggest gap etc.), then
λ1Be set smaller than 1 value, when provide user test paper behavioral trait answer the questions in a test paper for user when will not Jing often there are special circumstances when,
Then λ1Value be set to 1；Represent that finance is produced
Product custodian client is always biased to the answer situation of questionnaire；
HmaxFor preset value, the always biasing of the tolerable answer situation of any one out-side management custodian's client is represented most
Big value, its value is less than or equal to 1；γtimeFor preset value, equal to or less than 1, out-side management custodian's client is represented,
Current point in time, to HmaxAcceptable degree；This allows for feelings of the user of out-side management custodian's client in the middle of one day
Thread situation is different, and causes to HmaxAcceptable degree it is different, the time period in fine feather is more corresponding than the time period felt bad
γtimeGreatly；Such as usual user in the middle of one day (9：00—12:00] this time period in fine feather, to HmaxIt is acceptable
Degree is high, can arrange daily (9：00—12:00] γ of this time periodtimeFor 1；Generally user in the middle of one day (12：
00—16:00] mood of this time period starts to be deteriorated, to HmaxAcceptable degree reduce, daily (12 can be set：00—
16:00] γ of this time periodtimeFor 0.8；Generally user in the middle of one day (16：00—24:00] feelings of this time period
Thread starts the very poor of change, to HmaxAcceptable degree become lower, daily (16 can be set：00—24:00] this time period
ΥtimeFor 0.6；Generally user in the middle of one day (0：00—9:00] mood of this time period is worst, to HmaxIt is acceptable
Degree is minimum, can arrange daily (0：00—9:00] Υ of this time periodtimeFor 0.5.Υtime·HmaxRepresent out-side management pipe
Reason people's client, maximum is always biased in current point in time to the tolerable answer situation of questionnaire.
Questionnaire marks submodule, is additionally operable to judge K and predetermined threshold value KSMagnitude relationship, KS≤1；As K >=KSWhen, to ask
Questionnaire arranges above-mentioned mark after the answer of volume；Work as K<KSWhen, it is not necessary to for questionnaire after the answer of questionnaire, above-mentioned mark is set.
Out-side management people management client 13 can be marked same while questionnaire after showing the markd answer of configuration
When show, make out-side management people management client 13 user learn reply after the answer situation of questionnaire occur in that exception,
So as to the information for helping a user decide whether to use or believe after answer in questionnaire.The technological means can deduce answer questionnaire
User be financial product management client disabled user or validated user, it is to avoid disabled user usurping financial product visitor
Questionnaire is replied behind the end of family for some illegal objectives, false answer is provided, it is to avoid affect financial product custodian in committee
The authenticity evaluated at support investor, it is ensured that the real effectiveness of questionnaire after answer, improves the Information Security of whole system.
In another embodiment, data processing server, it may also be used for：
The user profile of storage financial product custodian's client, and financial product custodian's client is being received to it
When the renewal of user profile is operated, the user profile of financial product custodian's client is updated according to operation is updated；
Storage financial product custodian's client returns to questionnaire after the answer of out-side management custodian's client, and records
Whether questionnaire is opened or uses after time of return or monitoring are replied；Time of return is located at when the time for updating operation
In preset time period afterwards or when monitoring that questionnaire is unopened or uses after answer, the problem of questionnaire after judging to reply
Whether include that the first problem for investigating the user profile of financial product custodian's client (can pass through existing in (i.e. exercise question)
Semantic analysis judging)；If it is, the answer of first problem in questionnaire after answer is replaced with after aforementioned renewal
User profile, i.e., covered the answer of first problem with the user profile after aforementioned renewal.
Said system can ensure the real-time accuracy of the answer after answer in questionnaire.
With regard to the device of the control intercom work in above-described embodiment, wherein modules perform the concrete mode of operation
It has been described in detail in the embodiment about the method, explanation will be not set forth in detail herein.
Those skilled in the art will readily occur to its of the present invention after considering specification and putting into practice invention disclosed herein
Its embodiment.It is contemplated that cover any modification of the present invention, purposes or adaptations, these modifications, purposes or
Person's adaptations follow the general principle of the present invention and including the undocumented common knowledge in the art of the present invention
Or conventional techniques.Description and embodiments are considered only as exemplary, and true scope and spirit of the invention are by following
Claim is pointed out.
It should be appreciated that the precision architecture for being described above and being shown in the drawings is the invention is not limited in, and
And can without departing from the scope carry out various modifications and changes.The scope of the present invention is only limited by appended claim.
Claims (9)
1. a kind of investment management system, it is characterised in that including financial product database, data processing server, out-side management
Custodian's client and financial product custodian's client：
The financial product database, for storing financial product data, the financial product data include belonging to the committee
Hold in the palm the own financial product data of the user of investment manager's client and be available for each out-side management custodian's client to use
Shared financial product data；
The out-side management custodian client, generates questionnaire, by the questionnaire for creating information according to the questionnaire for receiving
It is sent to the financial product custodian's client specified；Reclaim from the financial product custodian client specified and asked after replying
Volume；According to the questionnaire management instruction for receiving to the questionnaire of the generation, the questionnaire for sending, after replying in questionnaire any one or
Various questionnaires are managed；According to the questionnaire analysis order for receiving, after indicating the data processing server to the answer
Questionnaire carries out content analysis, and shows the questionnaire analysis result of the data processing server feedback；According to the finance for receiving
Product data process instruction, indicates that the data processing server carries out corresponding financial product data processing, and shows described
The financial product data processed result of data processing server feedback, the financial product data processing instructions include financial product
Compare the arbitrary instruction in instruction, financial product Asset Allocation instruction, financial product analysis instruction or multiple instruction；
The data processing server, for responding the instruction that the out-side management custodian client is sent, the instruction bag
Include：Respond the questionnaire analysis order and/or financial product data processing instructions；
The financial product custodian client, for receiving and shows that what the out-side management custodian client sent asks
Volume；The answer to the questionnaire is received, questionnaire after answer is fed back to into the out-side management custodian client.
2. the system as claimed in claim 1, it is characterised in that also including questionnaire problem template library：
The questionnaire problem template library, for storing any one of default questionnaire masterplate, problem masterplate or multinomial；
The out-side management custodian client, including questionnaire management module, the questionnaire management module includes newly-built questionnaire
Module, the newly-built questionnaire submodule includes：
Topic types unit, for showing that topic types are selected for user；The topic types that receive user is selected；
Questionnaire masterplate call unit, for showing that the questionnaire masterplate is selected for user；The questionnaire masterplate that receive user is selected；
Problem masterplate call unit, for showing that the problem masterplate is selected for user；The problem masterplate that receive user is selected；
Questionnaire edit cell, for questionnaire editor's information of receiving user's input, obtains the topic types unit, questionnaire masterplate
User's selection result that any cell or multiple units are received in call unit, problem masterplate call unit；Asked according to described
Volume editor's information and/or user's selection result set up questionnaire.
3. system as claimed in claim 2, it is characterised in that the questionnaire management module also includes that questionnaire information shows submodule
Block and questionnaire arrange submodule；
The questionnaire information shows submodule, for showing recovery state, classification, yield, the appointing in the renewal time of questionnaire
One or more information；
The questionnaire arranges submodule to be included：
Questionnaire control unit, the questionnaire control instruction for receives input is issued and/or reclaimer operation to questionnaire；
Questionnaire analysis unit, for according to the questionnaire analysis instruction for receiving, indicating the data processing server to recovery
Questionnaire is analyzed after answer, and shows the questionnaire analysis result of the data processing server feedback；
Questionnaire setting unit, for being configured to questionnaire according to the setting instruction for receiving, arranging instruction includes that questionnaire is classified
The gold that instruction, the whether repeatable setting instruction for submitting questionnaire after answer to of financial product manager client are set, reply questionnaire
Arbitrary instruction or multiple instruction in the setting instruction of the contact method for melting product manager people；
Notification unit, for the notification instruction of receives input, notice operation is carried out according to notification instruction to the related personnel of questionnaire,
The notification instruction includes notifying theme, content of announcement and notification received personnel's contact method；
Questionnaire shares unit, for sharing instruction according to the questionnaire for receiving, by questionnaire specified user, and/or generation is shared with
The corresponding Quick Response Code of the questionnaire to be shared, by Quick Response Code financial product custodian client or default terminal are sent to, and two
Dimension code includes obtaining the address of correspondence questionnaire；
Questionnaire edit cell, for carrying out edit operation to corresponding questionnaire according to the questionnaire edit instruction for receiving；
Questionnaire collects unit, for instructing and/or collecting the instruction of exercise question in questionnaire according to the collection questionnaire for receiving, will be described
Questionnaire is added in questionnaire problem template library as questionnaire masterplate and/or using exercise question in questionnaire as problem masterplate.
4. system as claimed in claim 3, it is characterised in that
The questionnaire analysis unit, including：
Statistical analysis subelement, for questionnaire after the answer to different financial product custodian clients for the return of same questionnaire
Statistical analysis is carried out, and shows the statistic analysis result；
Alternate analysis subelement, is returned for the different questionnaires to different financial product custodian clients for same classification
Answer after questionnaire carry out statistical analysis, and show the statistic analysis result；It is different to different financial product custodian clients
Period fills in the alternate analysis of all exercise questions of same classification questionnaire, and shows the alternate analysis result；To different financial product pipes
Reason people's client different times fill in the alternate analysis of the single exercise question of same classification questionnaire, and show the alternate analysis result.
5. the system as claimed in claim 1, it is characterised in that
The out-side management custodian client, including financial product comparison module：
The financial product comparison module includes：
Own financial product data target comparison sub-module, for the first financial product filter information of receives input, described
One financial product filter information includes any one of financial product type, investment base, establishment time or multinomial, from the gold
In melting the own financial product data of product database, it is determined that the first matching matched with the first financial product filter information
Financial product data, compare instruction and the described first matching financial product data are compared according to the financial product for receiving,
Obtain the first comparative result and show first comparative result；
Or, after the first matching financial product data are determined, the financial to the described first matching of receives input is produced
Described first matching financial product data are entered edlin by the first edit instruction of product data according to first edit instruction,
The first matching financial product data after being edited, first edit instruction is included to the described first matching financial product number
According to the instruction of middle addition financial product information, the finger of the financial product information changed in the first matching financial product data
The arbitrary instruction in the instruction of the financial product information in the first matching financial product data or multiple instruction are made, delete,
Financial product according to receiving compares to instruct the first matching financial product data after the editor is compared, and obtains the
Two comparative results simultaneously show second comparative result；
Shared financial product data target comparison sub-module, for the second financial product filter information of receives input, described
Two financial product filter informations include any one of financial product type, investment base, establishment time or multinomial, from the gold
In melting the shared financial product data of product database, it is determined that the second matching matched with the second financial product filter information
Financial product data, compare instruction and the described second matching financial product data are compared according to the financial product for receiving,
Obtain the 3rd comparative result and show the 3rd comparative result；
Or, after the second matching financial product data are determined, the financial to the described second matching of receives input is produced
Described second matching financial product data are entered edlin by the second edit instruction of product data according to second edit instruction,
The second matching financial product data after being edited, second edit instruction is included to the described second matching financial product number
According to the instruction of middle addition financial product information, the finger of the financial product information changed in the second matching financial product data
The arbitrary instruction in the instruction of the financial product information in the second matching financial product data or multiple instruction are made, delete,
Financial product according to receiving compares to instruct the second matching financial product data after the editor is compared, and obtains the
Four comparative results simultaneously show the 4th comparative result.
6. the system as claimed in claim 1, it is characterised in that
The out-side management custodian client, including financial product Asset Allocation module：
The financial product Asset Allocation module, at least two financial products to be carried out with the contrast of financial investment reference index
Analysis, shows comparative analysis result.
7. the system as claimed in claim 1, it is characterised in that
The out-side management custodian client, including：
The financial product analysis module, for being analyzed to the historical data of financial product, and shows analysis result.
8. the system as claimed in claim 1, it is characterised in that
The financial product custodian client also includes：
Answer situation record sub module, for monitoring whether the questionnaire for receiving is opened；When monitoring that questionnaire is opened, monitoring
With the answer situation of each exercise question in record questionnaire, the situation that replies include replying spend duration, modification number of times, every time modification with it is upper
Any one of gap between the answer for once replying or multinomial information；
Questionnaire feeds back submodule, for the answer situation of each exercise question in questionnaire after the corresponding answer of questionnaire and questionnaire to be sent
Give out-side management custodian's client；
The out-side management people management client, also includes：
Questionnaire marks submodule, for according to the answer situation of each exercise question in questionnaire, determining the answer situation parameter value of questionnaire；
Determine whether to be arranged for questionnaire according to the answer situation parameter value of questionnaire and mark, it is described to mark for reminding out-side management people to manage
The user of client notices that the answer operation of the questionnaire occurs in that exception.
9. the system as claimed in claim 1, it is characterised in that
The data processing server, is additionally operable to：
The user profile of storage financial product custodian's client, and financial product custodian client is being received to its user
When the renewal of information is operated, the user profile of financial product custodian's client is updated according to operation is updated；
Storage financial product custodian's client returns to questionnaire after the answer of out-side management custodian's client, and records return
Whether questionnaire is opened or uses after time or monitoring are replied；After the time for updating operation is located at time of return
Preset time period in or monitor questionnaire after answer and when being unopened or using, be in the problem of questionnaire after judging to reply
It is no including for investigating the first problem of the user profile of financial product custodian's client；If it is, questionnaire after replying
The answer of middle first problem replaces with the user profile after aforementioned renewal, i.e., with the user profile after aforementioned renewal by first problem
Answer cover.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201611094076.0A CN106651584B (en) | 2016-12-01 | 2016-12-01 | Investment management system |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201611094076.0A CN106651584B (en) | 2016-12-01 | 2016-12-01 | Investment management system |
Publications (2)
| Publication Number | Publication Date |
|---|---|
| CN106651584A true CN106651584A (en) | 2017-05-10 |
| CN106651584B CN106651584B (en) | 2020-02-11 |
Family
ID=58814110
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201611094076.0A Active CN106651584B (en) | 2016-12-01 | 2016-12-01 | Investment management system |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN106651584B (en) |
Cited By (7)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107274292A (en) * | 2017-06-27 | 2017-10-20 | 太仓市华安企业管理有限公司 | A kind of investment management of enterprises system |
| CN107330794A (en) * | 2017-06-27 | 2017-11-07 | 太仓市华安企业管理有限公司 | One kind investment processing system |
| CN107330793A (en) * | 2017-06-27 | 2017-11-07 | 太仓市华安企业管理有限公司 | A kind of business ventures processing system |
| CN108197305A (en) * | 2018-01-30 | 2018-06-22 | 深圳壹账通智能科技有限公司 | Questionnaire test and appraisal processing method, device, computer equipment and storage medium |
| CN108335723A (en) * | 2018-01-29 | 2018-07-27 | 华南师范大学 | Test validity judgment method and device |
| CN109389427A (en) * | 2018-09-26 | 2019-02-26 | 中国平安人寿保险股份有限公司 | Questionnaire method for pushing, device, computer equipment and storage medium |
| CN111145030A (en) * | 2019-11-28 | 2020-05-12 | 北京睿智融科控股股份有限公司 | Configurable unified management platform and method |
Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US20020152151A1 (en) * | 2000-10-06 | 2002-10-17 | William Baughman | Integrated investment portfolio management system and method |
| CN101315680A (en) * | 2007-05-31 | 2008-12-03 | 中国科学院自动化研究所 | Group qualitative analysis tool based on automatic investigation questionnaire and implementing method thereof |
| CN102236869A (en) * | 2010-04-20 | 2011-11-09 | 中国工商银行股份有限公司 | Real-time risk monitoring system for bank entrusted assets |
| CN103930918A (en) * | 2011-05-30 | 2014-07-16 | 传康证券有限公司 | Financial management system |
| CN104182619A (en) * | 2014-08-05 | 2014-12-03 | 上海市精神卫生中心 | Intelligent terminal based system and method for realizing acquiring and processing of emotional characteristic parameters |
-
2016
- 2016-12-01 CN CN201611094076.0A patent/CN106651584B/en active Active
Patent Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US20020152151A1 (en) * | 2000-10-06 | 2002-10-17 | William Baughman | Integrated investment portfolio management system and method |
| CN101315680A (en) * | 2007-05-31 | 2008-12-03 | 中国科学院自动化研究所 | Group qualitative analysis tool based on automatic investigation questionnaire and implementing method thereof |
| CN102236869A (en) * | 2010-04-20 | 2011-11-09 | 中国工商银行股份有限公司 | Real-time risk monitoring system for bank entrusted assets |
| CN103930918A (en) * | 2011-05-30 | 2014-07-16 | 传康证券有限公司 | Financial management system |
| CN104182619A (en) * | 2014-08-05 | 2014-12-03 | 上海市精神卫生中心 | Intelligent terminal based system and method for realizing acquiring and processing of emotional characteristic parameters |
Cited By (8)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107274292A (en) * | 2017-06-27 | 2017-10-20 | 太仓市华安企业管理有限公司 | A kind of investment management of enterprises system |
| CN107330794A (en) * | 2017-06-27 | 2017-11-07 | 太仓市华安企业管理有限公司 | One kind investment processing system |
| CN107330793A (en) * | 2017-06-27 | 2017-11-07 | 太仓市华安企业管理有限公司 | A kind of business ventures processing system |
| CN108335723A (en) * | 2018-01-29 | 2018-07-27 | 华南师范大学 | Test validity judgment method and device |
| CN108197305A (en) * | 2018-01-30 | 2018-06-22 | 深圳壹账通智能科技有限公司 | Questionnaire test and appraisal processing method, device, computer equipment and storage medium |
| CN109389427A (en) * | 2018-09-26 | 2019-02-26 | 中国平安人寿保险股份有限公司 | Questionnaire method for pushing, device, computer equipment and storage medium |
| CN109389427B (en) * | 2018-09-26 | 2023-11-21 | 中国平安人寿保险股份有限公司 | Questionnaire pushing method, questionnaire pushing device, computer device and storage medium |
| CN111145030A (en) * | 2019-11-28 | 2020-05-12 | 北京睿智融科控股股份有限公司 | Configurable unified management platform and method |
Also Published As
| Publication number | Publication date |
|---|---|
| CN106651584B (en) | 2020-02-11 |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| CN106651584A (en) | Investment management system | |
| Muermann et al. | The near‐miss management of operational risk | |
| DE69507693T2 (en) | COMPUTER SYSTEM FOR TRADING SECURITIES | |
| Koutoupis et al. | Corporate governance and internal controls: a case study from Greece | |
| Mees et al. | Corporate governance reform in Australia: A new institutional approach | |
| Srikin et al. | Fix the process, not the problem | |
| US8738502B2 (en) | Electronic trading system and method that provide real-time trade analytics | |
| US20030088493A1 (en) | Business case system | |
| Khanh et al. | Development of waste occurrence level indicator in Vietnam construction industry | |
| US20220351207A1 (en) | System and method for optimization of fraud detection model | |
| Colvin et al. | Brief Examination of Chinese Government Expenditures on Artificial Intelligence R&D | |
| CN113256299A (en) | System and method for automatically generating risk examination order and auditing mechanism | |
| Jardón et al. | Strategic behaviour of Russian companies with regard to intangibles | |
| Lazonick et al. | How the disappearance of unionized jobs obliterated an emergent Black middle class | |
| JP7346337B2 (en) | Periodic inspection information linkage system and periodic inspection information linkage method | |
| Nadine | The association between information gathering and success in industrial SMEs: The case of Belgium | |
| JP2020004161A (en) | Examination support apparatus, examination support method, and service providing method | |
| Tam | Discriminant analysis model for predicting contractor performance in Hong Kong | |
| Lybaert | Information Use as Counter-Proof for the Stochastic Growth Theories | |
| CA3146441A1 (en) | Systems and methods for measuring pre-vote outcomes | |
| Hemayatkar et al. | A hybrid approach to determine the network structure of strategic criteria in carpet industries | |
| Dimitras | Evaluation of greek construction companies’ securities using UTADIS method | |
| KR102320662B1 (en) | management methods of project using Value Engineering and the recording media storing the program performing the said method | |
| Mbulo et al. | The Effect of Internal Controls and the Audit Committee on financial Accountability in local Authorities | |
| US20240119528A1 (en) | Automated systems and methods for selecting fund allocations for investment accounts |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination | ||
| GR01 | Patent grant | ||
| GR01 | Patent grant |