CN106651584B - Investment management system - Google Patents

Investment management system Download PDF

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CN106651584B
CN106651584B CN201611094076.0A CN201611094076A CN106651584B CN 106651584 B CN106651584 B CN 106651584B CN 201611094076 A CN201611094076 A CN 201611094076A CN 106651584 B CN106651584 B CN 106651584B
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林伟平
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Kuang Ke Technology (beijing) Co Ltd
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Abstract

The invention relates to an investment management system, which 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 carrying out operations such as fund manager data acquisition, data analysis and processing, analysis result visualization and the like according to the actual requirements of the entrusted investment business, and can provide system analysis and processing support for various businesses such as pre-investment, mid-investment and post-investment management and the like of the entrusted investment. Meanwhile, a good platform is provided for fund managers to show self research capability.

Description

Investment management system
Technical Field
The invention relates to the technical field of computers, in particular to an investment management system.
Background
In the investment field, entrusted investment managers need to analyze and compare various data indexes of financial products in the business processes of management before, during and after investment, know the investment and research capability of the financial product managers and master various investment reference information to help investment and ensure the maximization of investment income. However, in the investment field, no intelligent, convenient and automatic means for entrusting an investment manager to acquire the information is realized. Therefore, an intelligent investment management system is urgently needed to assist entrusted investment managers in making investment decisions.
Disclosure of Invention
The embodiment of the invention provides an investment management system.
The embodiment of the invention provides an investment management system, which comprises a financial product database, a data processing server, an entrusted investment manager client and a financial product manager client:
the financial product database is used for storing financial product data, and the financial product data comprises self financial product data of a user belonging to the client of the entrusted investment manager and shared financial product data available for each client of the entrusted investment manager;
the client of the entrusted investment manager is used for generating a questionnaire according to the received questionnaire creating information and sending the questionnaire to the client of the appointed financial product manager; retrieving a post-response questionnaire from the designated financial product administrator client; managing any one or more questionnaires of the generated questionnaire, the sent questionnaire and the answered questionnaire according to the received questionnaire management instruction; according to the received questionnaire analysis command, instructing the data processing server to perform content analysis on the questionnaire after the answer, and displaying a questionnaire analysis result fed back by the data processing server; according to a received financial product data processing instruction, instructing the data processing server to perform corresponding financial product data processing, and displaying a financial product data processing result fed back by the data processing server, wherein the financial product data processing instruction comprises any instruction or a plurality of instructions in a financial product comparison instruction, a financial product asset configuration instruction and a financial product analysis instruction;
the data processing server is used for responding to an instruction sent by the client of the entrusted investment manager, and the instruction comprises: responding to the questionnaire analysis command and/or financial product data processing instruction;
the financial product manager client is used for receiving and displaying the questionnaire sent by the client of the entrusted investment manager; and receiving a response to the questionnaire, and feeding back the questionnaire after the response to the client of the entrusted investment manager.
In one embodiment, the system further comprises a questionnaire question template library:
the questionnaire question template library is used for storing any one or more of preset questionnaire templates and question templates;
the client side of the entrusted investment manager comprises a questionnaire management module, wherein the questionnaire management module comprises a newly-built questionnaire submodule, and the newly-built questionnaire submodule comprises:
the title type unit is used for displaying the title type for the user to select; receiving a topic type selected by a user;
the questionnaire template calling unit is used for displaying the questionnaire template for a user to select; receiving a questionnaire template selected by a user;
the problem template calling unit is used for displaying the problem template for the user to select; receiving a problem template selected by a user;
the questionnaire editing unit is used for receiving questionnaire editing information input by a user and acquiring user selection results received by any one or more units of the question type unit, the questionnaire template calling unit and the question template calling unit; and establishing the questionnaire according to the questionnaire editing information and/or the user selection result.
In one embodiment, the questionnaire management module further comprises a questionnaire information display sub-module and a questionnaire setting sub-module;
the questionnaire information display submodule is used for displaying any one or more items of information of recovery state, classification, recovery amount and update time of the questionnaire;
the questionnaire setting submodule includes:
the questionnaire control unit is used for receiving an input questionnaire control command to issue and/or recover the questionnaire;
the questionnaire analysis unit is used for indicating the data processing server to analyze the recovered questionnaire after the answer according to the received questionnaire analysis instruction and displaying a questionnaire analysis result fed back by the data processing server;
the questionnaire setting unit is used for setting the questionnaire according to the received setting instruction, wherein the setting instruction comprises any instruction or a plurality of instructions in the questionnaire classification setting instruction, the setting instruction of whether the financial product manager client can repeatedly submit the questionnaire after answering or not, and the setting instruction of the contact way of the financial product manager who answers the questionnaire;
the notification unit is used for receiving an input notification instruction and performing notification operation on related personnel of the questionnaire according to the notification instruction, wherein the notification instruction comprises a notification subject, notification content and a contact way of the personnel receiving the notification;
the questionnaire sharing unit is used for sharing the questionnaire to a specified user and/or generating a two-dimensional code corresponding to the questionnaire to be shared according to a received questionnaire sharing instruction, and sending the two-dimensional code to a financial product manager client or a preset terminal, wherein the two-dimensional code comprises an address for acquiring the corresponding questionnaire;
the questionnaire editing unit is used for editing the corresponding questionnaire according to the received questionnaire editing instruction;
and the questionnaire collecting unit is used for taking the questionnaire as a questionnaire template and/or taking the question in the questionnaire as a question template and adding the question in the questionnaire into a questionnaire question template library according to the received instruction for collecting the questionnaire and/or the instruction for collecting the question in the questionnaire.
In one embodiment, the questionnaire analysis unit includes:
the statistical analysis subunit is used for performing statistical analysis on the questionnaires returned by the different financial product manager clients aiming at the same questionnaire and displaying the statistical analysis result;
the cross analysis subunit is used for carrying out statistical analysis on the returned questionnaires of different financial product manager clients aiming at different questionnaires of the same classification and displaying the statistical analysis result; filling cross analysis of all questions of the same classification questionnaire in different periods of different financial product manager client sides, and displaying the cross analysis result; and filling cross analysis of single questions of the same classification questionnaire for different financial product manager client sides at different periods, and displaying the cross analysis result.
In one embodiment, the client of the entrusted investment manager includes a financial product comparison module:
the financial product comparison module includes:
the financial product data index comparison submodule is used for receiving input first financial product screening information, determining first matched financial product data matched with the first financial product screening information from the own financial product data of the financial product database, comparing the first matched financial product data according to a received financial product comparison instruction, obtaining a first comparison result and displaying the first comparison result, wherein the first financial product screening information comprises any one or more of financial product types, investment standards and establishment time;
or after the first matched financial product data is determined, receiving an input first editing instruction for the first matched financial product data, editing the first matched financial product data according to the first editing instruction to obtain edited first matched financial product data, wherein the first editing instruction comprises any one or more of an instruction for adding financial product information into the first matched financial product data, an instruction for changing the financial product information in the first matched financial product data and an instruction for deleting the financial product information in the first matched financial product data, comparing the edited first matched financial product data according to the received financial product comparison instruction to obtain a second comparison result, and displaying the second comparison result;
the shared financial product data index comparison submodule is used for receiving input second financial product screening information, determining second matched financial product data matched with the second financial product screening information from the shared financial product data of the financial product database, comparing the second matched financial product data according to a received financial product comparison instruction, obtaining a third comparison result and displaying the third comparison result, wherein the second financial product screening information comprises any one or more of financial product type, investment standard and establishment time;
or after the second matched financial product data is determined, receiving an input second editing instruction for the second matched financial product data, editing the second matched financial product data according to the second editing instruction to obtain edited second matched financial product data, wherein the second editing instruction comprises any one or more of an instruction for adding financial product information into the second matched financial product data, an instruction for changing the financial product information in the second matched financial product data and an instruction for deleting the financial product information in the second matched financial product data, comparing the edited second matched financial product data according to the received financial product comparison instruction to obtain a fourth comparison result, and displaying the fourth comparison result.
In one embodiment, the client comprises a financial product asset allocation module:
the financial product asset allocation module is used for carrying out comparative analysis on financial investment reference indexes of at least two financial products and displaying comparative analysis results.
In one embodiment, the delegated investment manager client comprises:
the financial product analysis module is used for analyzing historical data of financial products and displaying analysis results.
In one embodiment, the financial product manager client further comprises:
a reply situation recording submodule for monitoring whether the received questionnaire is opened; monitoring and recording the response condition of each question in the questionnaire when the questionnaire is monitored to be opened, wherein the response condition comprises any one or more items of information of response duration, modification times and difference between each modification and the answer of the last response;
the questionnaire feedback submodule is used for sending the questionnaire after the response corresponding to the questionnaire and the response condition of each question in the questionnaire to the client of the entrusted investment manager;
the client for managing the entrusted investor further comprises:
the questionnaire marking submodule is used for determining the parameter values of the response conditions of the questionnaire according to the response conditions of each question in the questionnaire; and determining whether a mark is set for the questionnaire or not according to the reply condition parameter value of the questionnaire, wherein the mark is used for reminding a user of the entrusted investor management client of paying attention to the abnormal reply operation of the questionnaire.
In one embodiment, the data processing server is further configured to:
storing user information of a financial product manager client, and updating the user information of the financial product manager client according to an updating operation when the updating operation of the financial product manager client on the user information is received;
storing a questionnaire after a response returned by the financial product manager client to the client of the entrusted investment manager, and recording the return time or monitoring whether the questionnaire after the response is opened or used; when the time of the updating operation is within a preset time period after the return time or the questionnaire after the answer is monitored to be not opened or used, judging whether the questions of the questionnaire after the answer comprise a first question for investigating user information of the financial product manager client; if yes, the answer of the first question in the questionnaire after answering is replaced by the updated user information, namely the answer of the first question is covered by the updated user information.
The technical scheme provided by the embodiment of the invention can have the following beneficial effects:
the investment management system provided by the embodiment of the invention is used for carrying out operations such as fund manager data acquisition, data analysis and processing, analysis result visualization and the like according to the actual requirements of the entrusted investment business, and the system can provide system analysis and processing support for various businesses such as pre-investment, mid-investment and post-investment management and the like of the entrusted investment. Meanwhile, a good platform is provided for fund managers to show self research capability.
It is to be understood that both the foregoing general description and the following detailed description are exemplary and explanatory only and are not restrictive of the invention, as claimed.
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The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the invention and together with the description, serve to explain the principles of the invention.
FIG. 1 is a block diagram illustrating the architecture of an investment management system in accordance with an exemplary embodiment;
FIG. 2 is a block diagram illustrating the architecture of another investment management system in accordance with an exemplary embodiment;
FIG. 3 is a block diagram illustrating the architecture of yet another investment management system in accordance with an exemplary embodiment;
FIG. 4 is a block diagram illustrating a further investment management system in accordance with an exemplary embodiment;
fig. 5 is a block diagram illustrating a further investment management system in accordance with an exemplary embodiment.
Detailed Description
Reference will now be made in detail to the exemplary embodiments, examples of which are illustrated in the accompanying drawings. When the following description refers to the accompanying drawings, like numbers in different drawings represent the same or similar elements unless otherwise indicated. The embodiments described in the following exemplary embodiments do not represent all embodiments matching the present invention. Rather, they are merely examples of apparatus and methods that may be adapted to suit some aspects of the invention, as detailed in the appended claims.
The embodiment of the invention provides an investment management system, which is used for carrying out operations such as fund manager data acquisition, data analysis and processing, analysis result visualization and the like according to the actual requirements of entrusted investment business. Meanwhile, a good platform is provided for fund managers to show self research capability.
An embodiment of the present invention provides an investment management system, as shown in fig. 1, the system includes a financial product database 11, a data processing server 12, an entrusted investment manager client 13 (a user of which is an entrusted investment manager), and a financial product manager client 14 (a user of which is an entrusted investment manager financial product manager, and a financial product may be a fund, etc.), wherein:
a financial product database 11 for storing financial product data including own financial product data of a user belonging to the client 13 of the entrusted investment manager and shared financial product data available to each client 13 of the entrusted investment manager;
a client 13 of the entrusted investment manager for generating a questionnaire according to the received questionnaire creation information and sending the questionnaire to a client 14 of the designated financial product manager; retrieve the post-response questionnaire from the designated financial product manager client 14; managing any one or more questionnaires of the generated questionnaire, the sent questionnaire and the answered questionnaire according to the received questionnaire management instruction; according to the received questionnaire analysis command, instructing the data processing server 12 to perform content analysis on the questionnaire after the answer, and displaying the questionnaire analysis result fed back by the data processing server 12; according to the received financial product data processing instruction, instructing the data processing server to perform corresponding financial product data processing, and displaying a financial product data processing result fed back by the data processing server 12, wherein the financial product data processing instruction comprises any instruction or a plurality of instructions in a financial product comparison instruction, a financial product asset configuration instruction and a financial product analysis instruction;
a data processing server 12 for responding to the instruction sent by the client 13 of the entrusted investment manager, wherein the instruction comprises: responding to any one or two of a questionnaire analysis command and a financial product data processing command;
a financial product manager client 14 for receiving and displaying the questionnaire sent from the client 13 of the entrusted investment manager; and receiving a response to the questionnaire, and feeding back the questionnaire after the response to the client 13 of the entrusted investment manager.
The financial product data in the financial product database 11 may include product data of each of a plurality of financial products, and the product data may include any data related to the financial product, such as a type of the financial product, an investment benchmark, a standing time, a financial product manager, net worth data of the financial product, and scale data of the financial product.
As shown in fig. 2, the system may further include a questionnaire question template library 21:
a questionnaire question template library 21 for storing any one or more of preset questionnaire templates and question templates;
entrusting investment manager client 13, including questionnaire management module 22, questionnaire management module 22 includes newly-built questionnaire submodule 23, and newly-built questionnaire submodule 23 includes:
a topic type unit 231 for displaying topic types for selection by a user; receiving a topic type selected by a user; wherein, the question types can comprise a single-choice question, a multiple-choice question, a matrix single-choice question, a matrix multiple-choice question, a matrix question, an ordering question, a single-line text, a plurality of lines of texts, a paragraph description, a form question, an attachment question, a sliding block question and the like;
a questionnaire template calling unit 232, configured to display the questionnaire template for selection by the user; receiving a questionnaire template selected by a user;
a question template calling unit 233, configured to display a question template for selection by a user; receiving a problem template selected by a user;
the questionnaire editing unit 234 is used for receiving questionnaire editing information input by a user and acquiring user selection results received by any one or more units of a question type unit, a questionnaire template calling unit and a question template calling unit; and establishing the questionnaire according to any one or more of the questionnaire editing information and the user selection result.
The system facilitates the user of the client 13 of the entrusted investment manager to edit the questionnaire, and improves the editing efficiency. The questionnaire can be used for surveying the research ability of the financial product manager, so that the system also provides a good platform for the fund manager to show the self research ability.
As shown in fig. 3, questionnaire management module 22 may further include a questionnaire information presentation sub-module 31 and a questionnaire setting sub-module 32;
a questionnaire information display sub-module 31 for displaying any one or more of the recovery status (e.g., recovery is being performed, recovery is suspended), classification (the type of questionnaire, which may be predetermined, and which type the questionnaire belongs to when editing the questionnaire), recovery amount, and update time of the questionnaire;
questionnaire setting submodule 32 includes:
a questionnaire control unit 321 configured to receive an input questionnaire control instruction to perform either one or both of an issuing operation and a retrieving operation on a questionnaire;
the questionnaire analysis unit 322 is used for instructing the data processing server to analyze the recovered questionnaire after the answer according to the received questionnaire analysis instruction, and displaying the questionnaire analysis result fed back by the data processing server;
the questionnaire setting unit 323 is used for setting the questionnaire according to the received setting instruction, wherein the setting instruction comprises any instruction or a plurality of instructions in the questionnaire classification setting instruction, the setting instruction of whether the financial product manager client can repeatedly submit the questionnaire after answering or not, and the setting instruction of the contact way of the financial product manager who answers the questionnaire;
a notification unit 324, configured to receive an input notification instruction, and perform a notification operation on a person related to the questionnaire according to the notification instruction, where the notification instruction includes a notification subject, notification content, and a person contact address for receiving notification; for example, a white list or a black list for receiving notification may be preset, and when the contact information of the person receiving the notification is edited, if the white list is selected, all the persons in the white list are notified by default; if the blacklist is selected, all people in the blacklist are not notified by default.
The questionnaire sharing unit 325 is configured to share the questionnaire to a specified user and/or generate a two-dimensional code corresponding to the questionnaire to be shared according to the received questionnaire sharing instruction, and send the two-dimensional code to a financial product manager client or a preset terminal, where the two-dimensional code includes an address for acquiring the corresponding questionnaire;
a questionnaire editing unit 326, configured to perform editing operation on a corresponding questionnaire according to the received questionnaire editing instruction;
and the questionnaire collecting unit 327 is configured to add the questionnaire as a questionnaire template and/or the question in the questionnaire as a question template into the questionnaire question template library 21 according to the received instruction for collecting the questionnaire and/or the instruction for collecting the question in the questionnaire.
The system facilitates the user of the client 13 of the entrusted investment manager to manage the questionnaire, and improves the convenience of management.
As shown in fig. 4, the questionnaire analysis unit 322 may include:
a statistical analysis subunit 41, configured to perform statistical analysis on the questionnaire after the responses returned by the different financial product administrator clients 14 to the same questionnaire, and display a statistical analysis result;
a cross analysis subunit 42, configured to perform statistical analysis on the returned questionnaires from different financial product managers 14 in the same category for different questionnaires, and display the statistical analysis result; filling cross analysis of all questions of the same classification questionnaire for different financial product manager client sides 14 at different periods, and displaying the cross analysis results; cross-analyses of individual topics of the same classification questionnaire are filled out for different financial product manager clients 14 at different times and the cross-analysis results are presented.
In addition, the questionnaire analysis unit may preview the post-answer questionnaire on line, export the post-answer questionnaire in the form of a file, or the like.
The questionnaire may be a questionnaire for investigating the company situation, the performance situation, and the like of the financial product manager. The system can automatically analyze and process the information in the questionnaire after the answer, thereby facilitating the analysis processing by using the questionnaire after the answer, facilitating the user of the client 13 of the entrusted investment manager to know the condition of the financial product manager, and providing a real and effective investment basis for the entrusted investment manager.
As shown in fig. 5, the client 13 of the proxy investment manager may include a financial product comparison module 51:
the financial product comparison module 51 includes:
the self-owned financial product data index comparison sub-module 511 is used for receiving input first financial product screening information, wherein the first financial product screening information comprises any one or more of financial product types, investment benchmarks and establishment time, determining first matched financial product data matched with the first financial product screening information from the self-owned financial product data of the financial product database, comparing the first matched financial product data according to a received financial product comparison instruction, obtaining a first comparison result and displaying the first comparison result; for example, the profitability of two or more funds is compared, and the net value is compared;
or after the first matched financial product data is determined, receiving an input first editing instruction for the first matched financial product data, editing the first matched financial product data according to the first editing instruction to obtain the edited first matched financial product data, wherein the first editing instruction comprises any one or more of an instruction for adding financial product information into the first matched financial product data, an instruction for changing the financial product information in the first matched financial product data and an instruction for deleting the financial product information in the first matched financial product data, comparing the edited first matched financial product data according to the received financial product comparison instruction to obtain a second comparison result, and displaying the second comparison result; for example, the profitability of two or more funds is compared, and the net value is compared;
the shared financial product data index comparison sub-module 512 is configured to receive input second financial product screening information, where the second financial product screening information includes any one or more of a financial product type, an investment standard, and an establishment time, determine second matched financial product data matched with the second financial product screening information from the shared financial product data in the financial product database, compare the second matched financial product data according to a received financial product comparison instruction, obtain a third comparison result, and display the third comparison result; for example, the profitability of two or more funds is compared, and the net value is compared;
or after the second matched financial product data is determined, receiving an input second editing instruction for the second matched financial product data, editing the second matched financial product data according to the second editing instruction to obtain the edited second matched financial product data, wherein the second editing instruction comprises any one or more of an instruction for adding financial product information into the second matched financial product data, an instruction for changing the financial product information in the second matched financial product data and an instruction for deleting the financial product information in the second matched financial product data, comparing the edited second matched financial product data according to the received financial product comparison instruction, obtaining a fourth comparison result and displaying the fourth comparison result. For example, the profitability of two or more funds is compared, and the net value is compared.
The above-mentioned financial product type and investment reference may be different according to the characteristics of the financial product, for example, when the financial product is a fund, the product type may be: trust products, autonomous research and development, security dealer asset management, public recruitment specials, futures asset management, limited partnerships, overseas funds, single accounts, and the like; the investment criteria may be: stock policies, futures management, event-driven, bond policies, macro policies, combination policies, composite policies, proof indices, and the like.
The system can automatically compare and analyze various financial products and assist entrusted investment managers to know the conditions of similarities, differences, advantages, defects and the like of the various financial products.
As shown in fig. 5, the client 13 of the proxy investment manager may include a financial product asset configuration module 52:
and the financial product asset allocation module 52 is configured to perform comparative analysis on the financial investment reference indexes of the at least two financial products, and display the comparative analysis result.
Specifically, the comparative analysis of the financial investment reference index for at least two financial products comprises the following steps: the method comprises the steps of performing mean-variance model analysis, risk balance strategy comparison, expected return and volatility analysis comparison on at least two financial products, performing volatility comparison analysis on related coefficients of the financial products, performing risk value model analysis on the related coefficients of the financial products, performing conditional risk value model analysis on the related coefficients of the financial products and the like.
As shown in fig. 5, the client 13 of the delegated investment manager may further include:
and the financial product analysis module 53 is configured to analyze historical data of the financial product and display an analysis result.
Specifically, the historical data of the financial product is analyzed, which may be an overview of the performance of the financial product, including analyzing several indicators of income, risk adjustment and relevance of the financial product; performing performance analysis on the financial product, for example, analyzing three indexes of historical performance, weekly income distribution and monthly withdrawal of the financial product; performing risk analysis on the financial product, such as analyzing two indexes of a rolling quarter correlation coefficient and a rolling quarter Beta; the scenario analysis of the financial product includes, for example, analyzing the influence of market style conversion on the financial product, analyzing the influence of stock disaster in 2015 on the financial product, and analyzing the influence of stock disaster in 2016 and 1 month on the financial product.
In the method provided by the embodiment of the present invention, any generated analysis result, comparison result, and other results can be presented in a visual and visual manner, for example, as a line graph, a bar graph, a pie chart, and the like. Corresponding graphic icons can be set for each display mode, and the analysis of the corresponding display mode of the data result can be displayed by one key as long as the graphic icons are clicked.
In one embodiment, the financial product manager client 14 may further include:
a reply situation recording submodule for monitoring whether the received questionnaire is opened; monitoring and recording the response condition of each question in the questionnaire when the questionnaire is monitored to be opened, wherein the response condition comprises any one or more items of information of response duration, modification times and difference between each modification and the answer of the last response;
and the questionnaire feedback sub-module is used for sending the questionnaire after the response corresponding to the questionnaire and the response condition of each question in the questionnaire to the client 13 of the entrusted investment manager.
In this case, the entrusting the investor management client 13 may further include:
the questionnaire marking submodule is used for determining the parameter values of the response conditions of the questionnaire according to the response conditions of each question in the questionnaire; and determining whether a mark is set for the questionnaire or not according to the reply condition parameter value of the questionnaire, wherein the mark is used for reminding a user of the entrusted investor management client of paying attention to the abnormal reply operation of the questionnaire.
Specifically, for one questionnaire:
suppose that the number of questions in the questionnaire is N, and each question i has its question type L iSuch as single-choice questions, multiple-choice questions, or attachment questions, etc.; each topic type L is predefined iThe standard answering time is T (L) i) If the difference between the actual answering time length and the time length t (i) is large (for example, the actual answering time length is too short or too long and is not normal), it can be presumed that the user who is using the financial product manager client to perform the answering operation is not a legal user, because the legal user can know the situation of the financial product manager and the answering time is not too long; the time spent on answering the question is not too short due to careful consideration.
In addition, if the user who uses the financial product manager client to perform answer operation modifies the answers of the questions many times when answering the questionnaire, it can also be presumed that the user who is using the financial product manager client to perform answer operation may not be a legal user because the legal user can know the situation of the financial product manager and does not modify the answers of the questions many times; the number of modifications is large and may be intended for some purposes.
Furthermore, when the number of times of modifying the answer to a question exceeds X times (the value of X is preset to be equal to 2 or 3, or any value larger than 2), if the difference between the finally determined answer and the first determined answer is large, it can be presumed that the user who is using the customer end of the financial product manager to perform the answering operation may not be a legal user because the legal user will know the situation of the financial product manager, and will not modify the answer to the question many times, and the change of each modification is large, which may be desirable for some purposes.
In view of the above usage scenarios, in order to avoid the financial product manager client from being used by an illegal user, and to avoid that the information in the questionnaire after the response provided by the financial product manager client to the client of the entrusted investment manager is real and can truly reflect the actual situation of the financial product manager, the embodiment of the present invention provides the following strategies to ensure the usage security of the financial product manager client and ensure the authenticity and validity of the questionnaire after the response.
In one embodiment, the response for each topic in the questionnaire may include: the total number of questions in the questionnaire is N1, and the question type L of each question i in the questionnaire iThe actual response of each topic i takes a time period t i(ii) a Further comprising: number of times P of response modification of each question i of questionnaire by user of financial product manager client i(ii) a When the number of times of modifying answers of a question in the questionnaire exceeds X times, the difference value between the final determined answer and the first determined answer of the user of the financial product manager client-side for the question j is S jThe total number N2 of topics j in the questionnaire, the number of modifications of which exceeds X times;
the questionnaire marking submodule is also used for determining the ratio K between the total bias of the financial product manager client to the questionnaire and the maximum value of the tolerable total bias of the response of the client of the entrusted investment manager to the questionnaire at the current time point according to the following formula (1):
Figure BDA0001168687260000151
wherein, the current time point refers to the time point of entrusting the investment manager client to open or use the questionnaire after answering; each preset question type L iThe corresponding standard answering time is t (L) i)，
Figure BDA0001168687260000161
A reply duration offset representing a questionnaire; the preset maximum number of modifications allowed for each topic i is M i， A modification count bias indicating a questionnaire; the maximum value of the preset allowable difference is S max，
Figure BDA0001168687260000163
Representing modification gap bias of the questionnaire, wherein when the number of times of modifying answers without questions in the questionnaire reaches X times, the modification gap bias of the questionnaire is equal to zero; delta 1、δ 2、δ 3Respectively represent
Figure BDA0001168687260000164
Figure BDA0001168687260000165
Is given by a predetermined weight coefficient, δ 1+δ 2+δ 3≤1；λ 1The user answer behavior characteristics can be provided by the client of the financial product manager during initial registration, and can be frequently provided when the user answer behavior characteristics are user answerWhen special conditions occur (for example, the answer time length often exceeds the standard answer time length, the number of times of modifying the question often exceeds the maximum number of times of modifying, the difference value of each modification exceeds the preset maximum difference value, etc.), lambda is determined according to the change of the answer time length and the change of the answer time length 1Set to a value less than 1, λ when the user's answer behavior characteristic is provided such that special circumstances do not frequently occur when the user's answer is answered 1Is set to 1;
Figure BDA0001168687260000166
representing the total bias of the response condition of the financial product manager client to the questionnaire;
H maxthe preset value represents the maximum value of the total bias of the tolerable response conditions of any client of the entrusted investment manager, and the value is less than or equal to 1; gamma ray timeA preset value equal to or less than 1 indicates that the client of the investment manager is entrusted, and at the current time point, the client of the investment manager is paired with H maxThe acceptability of; this is due to the fact that the emotional conditions of the user who commissions the investment manager client are different in the middle of the day, resulting in the H pair maxDifferent in acceptability, the good mood time period corresponding to gamma than the bad mood time period timeLarge; e.g. typical user is in the middle of a day (9: 00-12: 00)]Good mood in this time period, for H maxHas high acceptability and can be set to daily (9: 00-12: 00)]Gamma of this time period timeIs 1; typically users are in the middle of a day (12: 00-16: 00)]The mood began to deteriorate for this period of time, pair H maxCan be set to be daily (12: 00-16: 00)]Gamma of this time period timeIs 0.8; typically the user is in the middle of the day (16: 00-24: 00)]The emotion begins to become very bad for this period, H maxBecomes lower, and can be set to daily (16: 00-24: 00)]Y of this time period timeIs 0.6; the user is usually in the middle of a day (0: 00-9: 00)]The worst emotion for this time period, for H maxThe acceptability is lowest, and daily (0: 00-9: 00) can be set]Y of this time period timeIs 0.5. Gamma ray time·H maxRepresenting the client of the consignor at the current point in timeThe tolerable response cases to the questionnaire are biased to a maximum total.
The questionnaire marking submodule is also used for judging K and a preset threshold value K SThe magnitude relationship of (1), K SLess than or equal to 1; when K is more than or equal to K SSetting the mark for the questionnaire after the questionnaire answers; when K is<K SIt is not necessary to set the above-mentioned flag for the questionnaire after the response of the questionnaire.
The entrusted investor management client 13 displays the mark while displaying the reply questionnaire configured with the mark, so that the user of the entrusted investor management client 13 knows that the reply condition of the reply questionnaire is abnormal, and the user is helped to decide whether to use or believe the information in the reply questionnaire. The technical means can conjecture whether the user who replies the questionnaire is an illegal user or a legal user of the financial product management client, avoid that the illegal user replies the questionnaire for some illegal purposes after stealing the financial product client and provides unreal answers, avoid influencing the authenticity of the evaluation of the financial product manager at the entrusted investor, ensure the authenticity and validity of the questionnaire after the reply, and improve the information security of the whole system.
In another embodiment, the data processing server is further operable to:
storing user information of a financial product manager client, and updating the user information of the financial product manager client according to an updating operation when the updating operation of the financial product manager client on the user information is received;
storing a questionnaire after a response returned by the financial product manager client to the client of the entrusted investment manager, and recording the return time or monitoring whether the questionnaire after the response is opened or used; when the time of the updating operation is within a preset time period after the return time or the questionnaire after the answer is monitored to be not opened or used, judging whether a first question for investigating user information of the financial product manager client is included in the questions (namely, the questions) of the questionnaire after the answer (which can be judged by the existing semantic analysis method); if yes, the answer of the first question in the questionnaire after answering is replaced by the updated user information, namely the answer of the first question is covered by the updated user information.
The system can ensure the real-time accuracy of the answers in the questionnaire after the answers are answered.
With regard to the device for controlling the operation of the intercom in the above embodiment, the specific manner in which each module performs the operation has been described in detail in the embodiment related to the method, and will not be elaborated here.
Other embodiments of the invention will be apparent to those skilled in the art from consideration of the specification and practice of the invention disclosed herein. This invention is intended to cover any variations, uses, or adaptations of the invention following, in general, the principles of the invention and including such departures from the present disclosure as come within known or customary practice within the art to which the invention pertains. It is intended that the specification and examples be considered as exemplary only, with a true scope and spirit of the invention being indicated by the following claims.
It will be understood that the invention is not limited to the precise arrangements described above and shown in the drawings and that various modifications and changes may be made without departing from the scope thereof. The scope of the invention is limited only by the appended claims.

Claims (7)

1. An investment management system, comprising a financial product database, a data processing server, an entrusted investment manager client, and a financial product manager client:
the financial product database is used for storing financial product data, and the financial product data comprises self financial product data of a user belonging to the client of the entrusted investment manager and shared financial product data used by each client of the entrusted investment manager;
the client of the entrusted investment manager is used for generating a questionnaire according to the received questionnaire creating information and sending the questionnaire to the client of the appointed financial product manager; retrieving a post-response questionnaire from the designated financial product administrator client; managing any one or more questionnaires of the generated questionnaire, the sent questionnaire and the answered questionnaire according to the received questionnaire management instruction; according to the received questionnaire analysis command, instructing the data processing server to perform content analysis on the questionnaire after the answer, and displaying a questionnaire analysis result fed back by the data processing server; according to a received financial product data processing instruction, instructing the data processing server to perform corresponding financial product data processing, and displaying a financial product data processing result fed back by the data processing server, wherein the financial product data processing instruction comprises any instruction or a plurality of instructions in a financial product comparison instruction, a financial product asset configuration instruction and a financial product analysis instruction;
the data processing server is used for responding to an instruction sent by the client of the entrusted investment manager, and the instruction comprises: responding to the questionnaire analysis command and/or financial product data processing instruction;
the financial product manager client is used for receiving and displaying the questionnaire sent by the client of the entrusted investment manager; receiving a response to the questionnaire, and feeding back the questionnaire after the response to the client of the entrusted investment manager;
the financial product manager client further comprises:
a reply situation recording submodule for monitoring whether the received questionnaire is opened; monitoring and recording the response condition of each question in the questionnaire when the questionnaire is monitored to be opened, wherein the response condition comprises any one or more items of information of response duration, modification times and difference between each modification and the answer of the last response;
the questionnaire feedback submodule is used for sending the questionnaire after the response corresponding to the questionnaire and the response condition of each question in the questionnaire to the client of the entrusted investment manager;
the client of the entrusted investment manager further comprises:
the questionnaire marking submodule is used for determining the parameter values of the response conditions of the questionnaire according to the response conditions of each question in the questionnaire; determining whether a mark is set for the questionnaire or not according to the reply condition parameter value of the questionnaire, wherein the mark is used for reminding a user of a consignment investor management client to pay attention to the fact that the reply operation of the questionnaire is abnormal;
the response condition of each question in the questionnaire comprises the following steps: the total number of questions in the questionnaire is N1, and the question type L of each question i in the questionnaire iThe actual response of each topic i takes a time period t i(ii) a Further comprising: number of times P of response modification of each question i of questionnaire by user of financial product manager client i(ii) a When the number of times of modifying answers of a question in the questionnaire exceeds X times, the difference value between the final determined answer and the first determined answer of the user of the financial product manager client-side for the question j is S jThe total number N2 of topics j in the questionnaire, the number of modifications of which exceeds X times;
the questionnaire marking submodule is also used for determining the ratio K between the total bias of the financial product manager client to the questionnaire and the maximum value of the tolerable total bias of the response of the client of the entrusted investment manager to the questionnaire at the current time point according to the following formula (1):
Figure FDA0002285656080000021
wherein, the current time point refers to the time point of entrusting the investment manager client to open or use the questionnaire after answering; each preset question type L iThe corresponding standard answering time is t (L) i)，
Figure FDA0002285656080000022
A reply duration offset representing a questionnaire; the preset maximum number of modifications allowed for each topic i is M i，
Figure FDA0002285656080000031
A modification count bias indicating a questionnaire; the maximum value of the preset allowable difference is S max，
Figure FDA0002285656080000032
Showing questionnairesModifying the gap offset, wherein when the number of times of modifying answers without questions in the questionnaire reaches X times, the modifying gap offset of the questionnaire is equal to zero; delta 1、δ 2、δ 3Respectively represent
Figure FDA0002285656080000033
Is given by a predetermined weight coefficient, δ 1+δ 2+δ 3≤1；λ 1The method comprises the steps of representing influence factors of total bias of user answer behavior characteristics of a financial product manager client on answer conditions of questionnaires, providing the user answer behavior characteristics by the financial product manager client during initial registration, and when the provided user answer behavior characteristics are that answer time duration often exceeds standard answer time duration, answer modification times often exceed maximum modification times, and each modified gap value exceeds a preset gap maximum value, determining lambda 1Set to a value less than 1, otherwise set λ 1The value of (a) is 1,
Figure FDA0002285656080000034
representing the total bias of the response condition of the financial product manager client to the questionnaire;
H maxthe preset value represents the maximum value of the total bias of the tolerable response conditions of any client of the entrusted investment manager, and the value is less than or equal to 1; gamma ray timeA preset value equal to or less than 1 indicates that the client of the investment manager is entrusted, and at the current time point, the client of the investment manager is paired with H maxThe acceptability of; arranged daily (9: 00-12: 00)]Y of this time period timeIs 1; setting daily (12: 00-16: 00)]Y of this time period timeIs 0.8; setting daily (16: 00-24: 00)]Y of this time period timeIs 0.6; arranged daily (0: 00-9: 00)]Y of this time period timeIs 0.5; gamma ray time·H maxRepresenting the client of the entrusted investment manager, and the maximum value of the total tolerable response condition of the questionnaire at the current time point;
the questionnaire marking submodule is also used for judging K and a preset threshold value K SThe magnitude relationship of (1), K SLess than or equal to 1; when K is more than or equal to K SSetting the mark for the questionnaire after the questionnaire answers; when K is<K SWhen the answer is received, the mark is not needed to be set for the questionnaire after the answer is made;
the client of the entrusted investment manager comprises a financial product comparison module:
the financial product comparison module includes:
the financial product data index comparison submodule is used for receiving input first financial product screening information, determining first matched financial product data matched with the first financial product screening information from the own financial product data of the financial product database, comparing the first matched financial product data according to a received financial product comparison instruction, obtaining a first comparison result and displaying the first comparison result, wherein the first financial product screening information comprises any one or more of financial product types, investment standards and establishment time;
or after the first matched financial product data is determined, receiving an input first editing instruction for the first matched financial product data, editing the first matched financial product data according to the first editing instruction to obtain edited first matched financial product data, wherein the first editing instruction comprises any one or more of an instruction for adding financial product information into the first matched financial product data, an instruction for changing the financial product information in the first matched financial product data and an instruction for deleting the financial product information in the first matched financial product data, comparing the edited first matched financial product data according to the received financial product comparison instruction to obtain a second comparison result, and displaying the second comparison result;
the shared financial product data index comparison submodule is used for receiving input second financial product screening information, determining second matched financial product data matched with the second financial product screening information from the shared financial product data of the financial product database, comparing the second matched financial product data according to a received financial product comparison instruction, obtaining a third comparison result and displaying the third comparison result, wherein the second financial product screening information comprises any one or more of financial product type, investment standard and establishment time;
or after the second matched financial product data is determined, receiving an input second editing instruction for the second matched financial product data, editing the second matched financial product data according to the second editing instruction to obtain edited second matched financial product data, wherein the second editing instruction comprises any one or more of an instruction for adding financial product information into the second matched financial product data, an instruction for changing the financial product information in the second matched financial product data and an instruction for deleting the financial product information in the second matched financial product data, comparing the edited second matched financial product data according to the received financial product comparison instruction to obtain a fourth comparison result, and displaying the fourth comparison result.
2. The system of claim 1, further comprising a questionnaire question template library:
the questionnaire question template library is used for storing any one or more of preset questionnaire templates and question templates;
the client side of the entrusted investment manager comprises a questionnaire management module, wherein the questionnaire management module comprises a newly-built questionnaire submodule, and the newly-built questionnaire submodule comprises:
the title type unit is used for displaying the title type for the user to select; receiving a topic type selected by a user;
the questionnaire template calling unit is used for displaying the questionnaire template for a user to select; receiving a questionnaire template selected by a user;
the problem template calling unit is used for displaying the problem template for the user to select; receiving a problem template selected by a user;
the questionnaire editing unit is used for receiving questionnaire editing information input by a user and acquiring user selection results received by any one or more units of the question type unit, the questionnaire template calling unit and the question template calling unit; and establishing the questionnaire according to the questionnaire editing information and/or the user selection result.
3. The system of claim 2, wherein the questionnaire management module further comprises a questionnaire information presentation sub-module and a questionnaire setting sub-module;
the questionnaire information display submodule is used for displaying any one or more items of information of recovery state, classification, recovery amount and update time of the questionnaire;
the questionnaire setting submodule includes:
the questionnaire control unit is used for receiving an input questionnaire control command to issue and/or recover the questionnaire;
the questionnaire analysis unit is used for indicating the data processing server to analyze the recovered questionnaire after the answer according to the received questionnaire analysis instruction and displaying a questionnaire analysis result fed back by the data processing server;
the questionnaire setting unit is used for setting the questionnaire according to the received setting instruction, wherein the setting instruction comprises any instruction or a plurality of instructions in the questionnaire classification setting instruction, the setting instruction of whether the financial product manager client can repeatedly submit the questionnaire after answering or not, and the setting instruction of the contact way of the financial product manager who answers the questionnaire;
the notification unit is used for receiving an input notification instruction and performing notification operation on related personnel of the questionnaire according to the notification instruction, wherein the notification instruction comprises a notification subject, notification content and a contact way of the personnel receiving the notification;
the questionnaire sharing unit is used for sharing the questionnaire to a specified user and/or generating a two-dimensional code corresponding to the questionnaire to be shared according to a received questionnaire sharing instruction, and sending the two-dimensional code to a financial product manager client or a preset terminal, wherein the two-dimensional code comprises an address for acquiring the corresponding questionnaire;
the questionnaire editing unit is used for editing the corresponding questionnaire according to the received questionnaire editing instruction;
and the questionnaire collecting unit is used for taking the questionnaire as a questionnaire template and/or taking the question in the questionnaire as a question template and adding the question in the questionnaire into a questionnaire question template library according to the received instruction for collecting the questionnaire and/or the instruction for collecting the question in the questionnaire.
4. The system of claim 3,
the questionnaire analysis unit includes:
the statistical analysis subunit is used for performing statistical analysis on the questionnaires returned by the different financial product manager clients aiming at the same questionnaire and displaying the statistical analysis result;
the cross analysis subunit is used for carrying out statistical analysis on the returned questionnaires of different financial product manager clients aiming at different questionnaires of the same classification and displaying the statistical analysis result; filling cross analysis of all questions of the same classification questionnaire in different periods of different financial product manager client sides, and displaying the cross analysis result; and filling cross analysis of single questions of the same classification questionnaire for different financial product manager client sides at different periods, and displaying the cross analysis result.
5. The system of claim 1,
the client of the entrusted investment manager comprises a financial product asset configuration module:
the financial product asset allocation module is used for carrying out comparative analysis on financial investment reference indexes of at least two financial products and displaying comparative analysis results.
6. The system of claim 1,
the client of the entrusted investment manager comprises:
the financial product analysis module is used for analyzing historical data of financial products and displaying analysis results.
7. The system of claim 1,
the data processing server is further configured to:
storing user information of a financial product manager client, and updating the user information of the financial product manager client according to an updating operation when the updating operation of the financial product manager client on the user information is received;
storing a questionnaire after a response returned by the financial product manager client to the client of the entrusted investment manager, and recording the return time or monitoring whether the questionnaire after the response is opened or used; when the time of the updating operation is within a preset time period after the return time or the questionnaire after the answer is monitored to be not opened or used, judging whether the questions of the questionnaire after the answer comprise a first question for investigating user information of the financial product manager client; if yes, the answer of the first question in the questionnaire after answering is replaced by the updated user information, namely the answer of the first question is covered by the updated user information.
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