CN107545503A - Multi-platform investment data inspection method and device - Google Patents
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Abstract
The present invention relates to a kind of multi-platform investment data inspection method and device, for this method by obtaining investment data of the agent platform user in each investment platform, wherein agent platform has incidence relation with investment platform；Receive the investment data that user terminal is sent and check request；User's mark that extraction investment data is checked in request；Search the investment data of each investment platform corresponding with the user's mark extracted, and the investment data of lookup is pushed into user terminal displays, make user concentrate in the investment data of more investment platforms to show in terminal applies corresponding to agent platform, when user checks investment data, login agent platform terminal is only needed to apply, without carrying out download, installation and the login of each investment platform application again, checking for investment data is more efficient.
Description
Technical field
The present invention relates to Computer Applied Technology field, more particularly to a kind of multi-platform investment data inspection method and dress
Put.
Background technology
With the fast development of computer technology, people are increasingly inclined to the management that assets are carried out by network investment platform
With investment.Investment ＆ Financing industry development is rapid, and existing finance product is even more substantial amounts, people when carrying out asset management,
The investment diversification of assets is usually carried out, i.e., assets are distributed in each finance product.When the multiple finance products of customer investment
When, user wants to check that investment situation needs the finance product APP for downloading, installing and logging in investment one by one just to see user
Investment situation, investment data checks that efficiency is low in investment platform.
The content of the invention
Based on this, it is necessary in view of the above-mentioned problems, providing a kind of investment data that can make more investment platforms checks efficiency
Higher multi-platform investment data inspection method and device.
A kind of multi-platform investment data inspection method, methods described include：
Investment data of the agent platform user in each investment platform is obtained, wherein the agent platform and the investment platform
With incidence relation；
Receive the investment data that user terminal is sent and check request；
Extract user's mark that the investment data is checked in request；
Search the investment data with the corresponding each investment platform of user mark of extraction, and by the investment of lookup
Data-pushing is to the user terminal displays.
In one embodiment, the investment number of the lookup each investment platform corresponding with the user mark extracted
According to, and include the step of the investment data of lookup is pushed into the user terminal displays：
Search the investment data of each investment platform corresponding with user mark；
The investment data of lookup is subjected to Macro or mass analysis, obtains Macro or mass analysis result；
Macro or mass analysis result is pushed into the user terminal displays.
In one embodiment, methods described also includes：
Detect user's mark and handle operation in the numerical value of the investment platform；
When the numerical value for detecting user's mark handles operation, numerical value caused by the numerical value processing operation is obtained
Fresh information；
The numerical value fresh information is added in the Macro or mass analysis result, generates the Macro or mass analysis result of renewal；
The Macro or mass analysis result of the renewal of generation is pushed into the user terminal displays.
In one embodiment, in the investment number of the lookup each investment platform corresponding with the user mark extracted
According to, and the step of the investment data of lookup is pushed into the user terminal displays after, in addition to：
Record the push time that the investment data is pushed to the user terminal；
The investment data of renewal is pushed to the user terminal after the setting time length of the push time.
In one embodiment, the investment data for obtaining agent platform user in each investment platform, wherein the generation
Platform with the investment platform there is the step of incidence relation also to include before：
Receive the numerical operation request that user terminal is sent；
Extract the investment platform mark in the numerical operation request；
Asked to guide link to corresponding to the user terminal push investment platform mark according to the numerical operation,
So that the user terminal is redirected into corresponding investment platform according to the guiding link carries out data processing operation, the place
Reason operation produces investment data.
A kind of multi-platform investment data checking device, described device include：
Investment data acquisition module, for obtaining investment data of the agent platform user in each investment platform, wherein described
Agent platform has incidence relation with the investment platform；
Request receiving module is checked, the investment data that user terminal is sent is received and checks request；
User's marker extraction module, the user's mark checked for extracting the investment data in request；
Investment data pushing module, the investment number of the corresponding each investment platform of user mark for searching with extracting
According to, and the investment data of lookup is pushed into the user terminal displays.
In one embodiment, the investment data pushing module includes：
Investment data searching modul, for searching the investment data of each investment platform corresponding with user mark；
Macro or mass analysis module, for the investment data of lookup to be carried out into Macro or mass analysis, obtain Macro or mass analysis result；
Macro or mass analysis result pushing module, for Macro or mass analysis result to be pushed into the user terminal displays.
In one embodiment, described device also includes：
Numerical value processing operation monitoring modular, behaviour is handled in the numerical value of the investment platform for detecting user's mark
Make；
Numerical value fresh information acquisition module, for when detecting that the numerical value under user's mark handles operation, obtaining
Numerical value fresh information caused by the numerical value processing operation；
Numerical value laminating module, for the numerical value fresh information to be added in the Macro or mass analysis result, generation renewal
Macro or mass analysis result；
Macro or mass analysis result update module, for the Macro or mass analysis result of the renewal of generation to be pushed into the user
Terminal is shown.
In one embodiment, described device also includes：
Time recording module is pushed, pushes the push time of the investment data to the user terminal for recording；
The investment data pushing module of renewal, for whole to the user after the setting time length of the push time
The investment data of end push renewal.
In one embodiment, described device also includes：
Numerical operation request receiving module, for receiving the numerical operation request of user terminal transmission；
Investment platform marker extraction module, for extracting the investment platform mark in the numerical operation request；
Investment data generation module is flat to the user terminal push investment for being asked according to the numerical operation
Guiding link corresponding to station identification, so that the user terminal redirects into corresponding investment platform according to the guiding link
Row data processing operation, the processing operation produce investment data.
Above-mentioned multi-platform investment data inspection method and device, multiple investment platforms are established with agent platform and associated
System, user is pulled in investment data caused by investment platform by agent platform, makes user in the investment data of more investment platforms
Concentrate on and shown corresponding to agent platform in terminal applies, when user checks investment data, only need login agent platform terminal should
With without carrying out download, installation and the login of each investment platform application again, checking for investment data is more efficient.
Brief description of the drawings
Fig. 1 is the applied environment figure of multi-platform investment data inspection method in one embodiment；
Fig. 2 is the flow chart of multi-platform investment data inspection method in one embodiment；
Fig. 3 is the schematic diagram of the investment platform impression window page in one embodiment；
Fig. 4 is the displayed page schematic diagram of investment data in user terminal in one embodiment；
Fig. 5 is the investment data that step searches each investment platform corresponding with the user's mark extracted in one embodiment,
And the investment data of lookup is pushed to the flow chart of user terminal displays；
Fig. 6 is the schematic diagram that investment data collects the page in one embodiment；
Fig. 7 is the flow chart that investment data updates in one embodiment；
Fig. 8 is the flow chart of multi-platform investment data inspection method in another embodiment；
Fig. 9 is the structured flowchart of multi-platform investment data checking device in one embodiment；
Figure 10 is the structured flowchart of investment data pushing module in one embodiment；
Figure 11 is the structured flowchart of multi-platform investment data checking device in another embodiment；
Figure 12 is the structured flowchart of multi-platform investment data checking device in further embodiment.
Embodiment
In order to make the purpose , technical scheme and advantage of the present invention be clearer, it is right below in conjunction with drawings and Examples
The present invention is further elaborated.It should be appreciated that the specific embodiments described herein are merely illustrative of the present invention, and
It is not used in the restriction present invention.
Fig. 1 is the applied environment figure of multi-platform investment data inspection method operation in one embodiment, the application environment bag
Include user terminal 110, agent platform server 120 and multiple investment platform servers 130.User terminal 110 and agent platform
Server 120 is communicated by network, and agent platform server 120 can pass through network connection and each investment platform service
Device 130 communicates.Wherein user terminal 110 can be desktop computer or mobile terminal, mobile terminal can be specifically tablet personal computer,
At least one of smart mobile phone and personal digital assistant.
In one embodiment, as shown in Figure 2, there is provided a kind of multi-platform investment data inspection method, this method with should
In the agent platform server 120 in application environment as shown in Figure 1, this method specifically comprises the following steps：
Step S202：Investment data of the agent platform user in each investment platform is obtained, wherein agent platform and investment is flat
Platform has incidence relation.
Agent platform and multiple investment platforms have incidence relation, and incidence relation is embodied in here：User terminal
After login agent platform, the impression window (as shown in Figure 3) of each investment platform of agent platform push, user's triggering will be shown
Any impression window, you can the access request of investment platform corresponding to the impression window of triggering, Dai Liping are sent to agent platform
The guiding that platform returns to the investment platform in response to the access request to user terminal is linked, and user terminal can be linked by the guiding
Redirect and enter investment platform, and implement to handle operation to the numerical value of the investment platform.
Because agent platform and multiple investment platforms have incidence relation, therefore, user terminal can pass through agent platform pair
Multiple investment platforms carry out numerical value investment, produce investment data, and agent platform can obtain investment number of the user in each investment platform
According to, and the investment data of each investment platform of acquisition is stored under the user's mark for producing the investment data.
Step S204：Receive the investment data that user terminal is sent and check request.
Step S206：User's mark that extraction investment data is checked in request.
Specifically, the investment data that agent platform can receive user terminal transmission checks request, and extract the investment data
Check in request that the user terminal carried identifies in the user of agent platform, when user mark can be that user terminal logs in
User account or the ID card No. in the identity information of user terminal trade mark agency platform input or instant messaging
Number.
Step S208：Search the investment data with the corresponding each investment platform of user's mark of extraction, and by the throwing of lookup
Data-pushing is provided to user terminal displays.
Specifically, agent platform can search the investment data of each investment platform corresponding with user's mark and by the throwing of lookup
Data-pushing is provided to user terminal displays interface so that user checks, as shown in Figure 4.
All throwings that user is invested by agent platform can be shown in the present embodiment, in user terminal displays interface simultaneously
The investment data of platform is provided, without carrying out download, installation and the login of each investment platform application again, investment data checks effect
Rate is higher.
In one embodiment, as shown in figure 5, step S208：It is flat to search each investment corresponding with the user's mark extracted
The investment data of platform, and include the step of the investment data of lookup is pushed into user terminal：
Step S302：Search the investment data of each investment platform corresponding with user's mark.
Specifically, agent platform investment according to corresponding to user's identifier lookup that the investment data received is checked in request
Data, the investment data of the lookup are scattered each investment platform investment data, obtain investment data for example, searching and are：Investment
Platform A- investment datas A, investment platform B- investment datas B, investment platform C- investment datas C etc., as shown in Figure 4.
Step S304：The investment data of lookup is subjected to Macro or mass analysis, obtains Macro or mass analysis result.
Specifically, above-mentioned scattered investment data is carried out into Macro or mass analysis, Macro or mass analysis result is obtained.
Step S306：Macro or mass analysis result is pushed into user terminal displays.
In one embodiment, as shown in fig. 6, the Macro or mass analysis result of agent platform push is included in throwing capital sum
(the throwing the summation of capital of all investment platforms of customer investment), decentralization (the investment platform quantity that i.e. user is invested),
Each investment platform is (all in throwing active tranche (each investment platform is throwing capital with throwing the ratio of capital sum), prospective earnings
The summation of investment platform prospective earnings), comprehensive income rate (prospective earnings with throw capital sum ratio), but calculate collect
Analysis result be not limited in it is above-mentioned enumerate, with good grounds each investment platform investment data collect the data calculated can
User terminal displays are pushed to as summarized results.
In the present embodiment, with the addition of the Macro or mass analysis step to above-mentioned scattered each platform investment data, agent platform to
User terminal push is the aggregated Macro or mass analysis result analyzed and obtained, and the Macro or mass analysis result makes the investment data of user more
Add intuitively, what user can be clear knows fund distribution condition and the situation of Profit of acquisition, without user according to each platform
Investment data voluntarily calculates analysis.
In one embodiment, as shown in fig. 7, multi-platform investment data inspection method also comprises the following steps：
Step S402：The numerical value that user's mark is detected in investment platform handles operation.
Specifically, the numerical value that the user annotation that user terminal logs in can be redirected into investment platform by agent platform is handled
The page, numerical value processing provide numerical operation button in interface, and numerical operation button is for instructing user to carry out numerical operation.
Step S404：When detecting that the numerical value under user's mark handles operation, obtain caused by numerical value processing operation
Numerical value fresh information.
Specifically, when investment platform detects the numerical operation processing under user's mark, agent platform will obtain the number
Numerical value fresh information produced by Value Operations, numerical operation processing here includes numerical value investment and the operation such as withdraw deposit, numerical value update
Information includes numerical value updating type and the numerical value amount of money of renewal, is thrown for example, the numerical value fresh information got can be that A marks are lower
Provide the E amount of money of being withdrawn deposit under the B investment platform C amount of money or C marks to D investment platforms.
In one embodiment, the numerical value fresh information of acquisition also includes the time of renewal.
Step S406：Numerical value fresh information is added in Macro or mass analysis result, generates the Macro or mass analysis result of renewal.
After agent platform gets the lower numerical value fresh information of user mark, obtain apart from current renewable time recently
The Macro or mass analysis result of user mark, and generation renewal in the Macro or mass analysis result for being added to nearest by numerical value fresh information
Macro or mass analysis result.
Step S408：The Macro or mass analysis result of the renewal of generation is pushed into user terminal displays.
In the present embodiment, when detecting that user is operated, numerical value fresh information carries out newborn according to caused by operation
The superposition of data, can be used family terminal much sooner view newest investment data, realize the investment data of renewal
Real-time display.
In addition, renewal numerical value be to be superimposed to obtain with the Macro or mass analysis result of history by numerical value fresh information, compared to
The renewal of all investment numerical value calculates under the mark of family, and the calculating time is shorter needed for the Superposition Calculation Method in the present embodiment, takes
Computing resource it is less.
In one embodiment, as shown in figure 8, in step S208：Lookup is corresponding with the user's mark extracted respectively to invest
The investment data of platform, and the step of the investment data of lookup is pushed into user terminal displays after, in addition to：
Step S210：Record the push time to user terminal push investment data.
Step S212：In the investment data of the setting time length rear line terminal push renewal of push time.
Specifically, agent platform records the push time to user terminal push investment data, and set in the push time
After length of fixing time, the investment data of renewal is pushed to user terminal.That is, agent platform pushes away every setting time to user terminal
Send the investment data of renewal.
For example, in the setting time length after pushing the time, the investment data of caused renewal is：The lower investment B of A marks
The investment platform C amount of money, when reaching setting time, the investment data of the renewal is pushed to user terminal by agent platform, and user is whole
The investment data for holding the B investment platforms of display is the investment data for being superimposed the C amount of money.
In one embodiment, when user terminal displays be Macro or mass analysis result when, agent platform is every setting time
Length carries out the renewal of Macro or mass analysis result.
In one embodiment, in step S202：Investment data of the agent platform user in each investment platform is obtained, wherein
Agent platform with investment platform there is the step of incidence relation also to include before：
Receive the numerical operation request that user terminal is sent；Extract the investment platform mark in numerical operation request；According to
Numerical operation is asked to guiding link corresponding to user terminal push investment platform mark, so that user terminal links according to guiding
Redirect into corresponding investment platform and carry out data processing operation, processing operation produces investment data.
Specifically, before agent platform obtains investment data, user's mark corresponding to user terminal can be flat by acting on behalf of
Platform produces investment data in each investment platform, and then agent platform can obtain investment data and carry out the push of investment data.
, wherein it is desired to explanation when, the investment data of the retrievable investment platform of agent platform is not only to pass through agency
Investment data caused by platform, user terminal can also be obtained by the directly caused investment data agent platforms of investment platform APP
Get.
More specifically, before user terminal carries out the numerical value investment of each investment platform by agent platform, agency is passed through
The identity information of the user stored in platform carries out user in the registration of investment platform, therefore, registers the user of each investment platform
Mark has corresponding relation with user's mark in agent platform, and therefore, agent platform can obtain according to the user of this platform mark
Each investment platform with the corresponding investment data of user mark.
In addition, if user has been registered with investment platform in advance, then agent platform by user's mark with it is registered in advance
User's mark of investment platform is bound, that is, establishes corresponding relation, therefore, can equally obtain user in investment platform
Investment data.
In one embodiment, as shown in Figure 9, there is provided a kind of multi-platform investment data checking device, device include：
Investment data acquisition module 510, for obtaining investment data of the agent platform user in each investment platform, wherein generation
Platform has incidence relation with investment platform.
Request receiving module 520 is checked, the investment data that user terminal is sent is received and checks request.
User's marker extraction module 530, the user's mark checked for extracting investment data in request.
Investment data pushing module 540, the investment number of the corresponding each investment platform of user's mark for searching with extracting
According to, and the investment data of lookup is pushed into user terminal displays.
In one embodiment, as shown in Figure 10, investment data pushing module 540 includes：
Investment data searching modul 541, for searching the investment data of each investment platform corresponding with user's mark.
Macro or mass analysis module 542, for the investment data of lookup to be carried out into Macro or mass analysis, obtain Macro or mass analysis result.
Macro or mass analysis result pushing module 543, for Macro or mass analysis result to be pushed into user terminal displays.
In one embodiment, as shown in figure 11, multi-platform investment data checking device also includes：
Numerical value processing operation monitoring modular 610, operation is handled in the numerical value of each investment platform for detecting user's mark.
Numerical value fresh information acquisition module 620, for when detecting that the numerical value under user's mark handles operation, obtaining number
Numerical value fresh information caused by value processing operation.
Numerical value laminating module 630, for numerical value fresh information to be added in Macro or mass analysis result, generate collecting for renewal
Analysis result.
Macro or mass analysis result update module 640, for the Macro or mass analysis result of the renewal of generation to be pushed into user terminal
Display.
In one embodiment, as shown in figure 12, multi-platform investment data checking device also includes：
Time recording module 550 is pushed, pushes the push time of investment data to user terminal for recording.
The investment data pushing module 560 of renewal, for being pushed away in the setting time length rear line terminal of push time
Send the investment data of renewal.
In one embodiment, multi-platform investment data checking device also includes：
Numerical operation request receiving module, for receiving the numerical operation request of user terminal transmission.
Investment platform marker extraction module, for extracting the investment platform mark in numerical operation request.
Investment data generation module, for being asked according to numerical operation to corresponding to user terminal push investment platform mark
Guiding link, so that user terminal is redirected into corresponding investment platform according to guiding link carries out data processing operation, processing
Operation produces investment data.
One of ordinary skill in the art will appreciate that realize all or part of flow in above-described embodiment method, being can be with
The hardware of correlation is instructed to complete by computer program, program can be stored in a computer read/write memory medium, such as
In the embodiment of the present invention, the program can be stored in the storage medium of computer system, and by the computer system at least
One computing device, to realize the flow for including the embodiment such as above-mentioned each method.Wherein, storage medium can be magnetic disc, light
Disk, read-only memory (Read-Only Memory, ROM) or random access memory (Random Access Memory,
RAM) etc..
Each technical characteristic of embodiment described above can be combined arbitrarily, to make description succinct, not to above-mentioned reality
Apply all possible combination of each technical characteristic in example to be all described, as long as however, the combination of these technical characteristics is not deposited
In contradiction, the scope that this specification is recorded all is considered to be.
Embodiment described above only expresses the several embodiments of the present invention, and its description is more specific and detailed, but simultaneously
Can not therefore it be construed as limiting the scope of the patent.It should be pointed out that come for one of ordinary skill in the art
Say, without departing from the inventive concept of the premise, various modifications and improvements can be made, these belong to the protection of the present invention
Scope.Therefore, the protection domain of patent of the present invention should be determined by the appended claims.
Claims (10)
1. a kind of multi-platform investment data inspection method, methods described include：
Investment data of the agent platform user in each investment platform is obtained, wherein the agent platform has with the investment platform
Incidence relation；
Receive the investment data that user terminal is sent and check request；
Extract user's mark that the investment data is checked in request；
Search the investment data with the corresponding each investment platform of user mark of extraction, and by the investment data of lookup
Push to the user terminal displays.
2. according to the method for claim 1, it is characterised in that the lookup is corresponding with the user mark extracted each
The investment data of investment platform, and include the step of the investment data of lookup is pushed into the user terminal displays：
Search the investment data of each investment platform corresponding with user mark；
The investment data of lookup is subjected to Macro or mass analysis, obtains Macro or mass analysis result；
Macro or mass analysis result is pushed into the user terminal displays.
3. according to the method for claim 2, it is characterised in that methods described also includes：
Detect user's mark and handle operation in the numerical value of the investment platform；
When the numerical value for detecting user's mark handles operation, numerical value renewal caused by the numerical value processing operation is obtained
Information；
The numerical value fresh information is added in the Macro or mass analysis result, generates the Macro or mass analysis result of renewal；
The Macro or mass analysis result of the renewal of generation is pushed into the user terminal displays.
4. according to the method for claim 1, it is characterised in that corresponding with the user mark extracted in the lookup
The investment data of each investment platform, and the step of the investment data of lookup is pushed into the user terminal displays after,
Also include：
Record the push time that the investment data is pushed to the user terminal；
The investment data of renewal is pushed to the user terminal after the setting time length of the push time.
5. according to the method for claim 1, it is characterised in that the throwing for obtaining agent platform user in each investment platform
Data are provided, are also included before the step of incidence relation wherein the agent platform has with the investment platform：
Receive the numerical operation request that user terminal is sent；
Extract the investment platform mark in the numerical operation request；
Asked to guide link to corresponding to the user terminal push investment platform mark according to the numerical operation, so that
The user terminal redirects into corresponding investment platform according to the guiding link and carries out data processing operation, the processing behaviour
Make generation investment data.
6. a kind of multi-platform investment data checking device, it is characterised in that described device includes：
Investment data acquisition module, for obtaining investment data of the agent platform user in each investment platform, wherein the agency
Platform has incidence relation with the investment platform；
Request receiving module is checked, the investment data that user terminal is sent is received and checks request；
User's marker extraction module, the user's mark checked for extracting the investment data in request；
Investment data pushing module, the investment data of the corresponding each investment platform of user mark for searching with extracting,
And the investment data of lookup is pushed into the user terminal displays.
7. device according to claim 1, it is characterised in that the investment data pushing module includes：
Investment data searching modul, for searching the investment data of each investment platform corresponding with user mark；
Macro or mass analysis module, for the investment data of lookup to be carried out into Macro or mass analysis, obtain Macro or mass analysis result；
Macro or mass analysis result pushing module, for Macro or mass analysis result to be pushed into the user terminal displays.
8. device according to claim 7, it is characterised in that described device also includes：
Numerical value processing operation monitoring modular, operation is handled in the numerical value of the investment platform for detecting user's mark；
Numerical value fresh information acquisition module, for when detecting that the lower numerical value processing of user mark operates, described in acquisition
Numerical value fresh information caused by numerical value processing operation；
Numerical value laminating module, for the numerical value fresh information to be added in the Macro or mass analysis result, generate the remittance of renewal
Bulk analysis result；
Macro or mass analysis result update module, for the Macro or mass analysis result of the renewal of generation to be pushed into the user terminal
Display.
9. device according to claim 6, it is characterised in that described device also includes：
Time recording module is pushed, pushes the push time of the investment data to the user terminal for recording；
The investment data pushing module of renewal, for being pushed away after the setting time length of the push time to the user terminal
Send the investment data of renewal.
10. device according to claim 6, it is characterised in that described device also includes：
Numerical operation request receiving module, for receiving the numerical operation request of user terminal transmission；
Investment platform marker extraction module, for extracting the investment platform mark in the numerical operation request；
Investment data generation module, for being asked to push the investment platform mark to the user terminal according to the numerical operation
Guiding link corresponding to knowing, so that the user terminal is redirected into corresponding investment platform according to the guiding link enters line number
Operated according to processing, the processing operation produces investment data.
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|---|---|---|---|
| CN201811398869.0A CN109685662A (en) | 2016-08-03 | 2016-08-03 | Investment data processing method, device, computer equipment and its storage medium |
| CN201610630614.7A CN107545503A (en) | 2016-08-03 | 2016-08-03 | Multi-platform investment data inspection method and device |
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| CN201610630614.7A CN107545503A (en) | 2016-08-03 | 2016-08-03 | Multi-platform investment data inspection method and device |
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| US20160019652A1 (en) * | 2014-07-21 | 2016-01-21 | CMFG Life Insurance Company | Quasi-native annuity application |
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| 八金社吧主: "《八金社APP 新手指引》", 《百度贴吧 八金社吧 新手指引》 * |
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| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN109840851A (en) * | 2018-11-08 | 2019-06-04 | 深圳壹账通智能科技有限公司 | A kind of integrated management approach, device and the equipment of data of managing money matters |
| CN113450198A (en) * | 2021-07-09 | 2021-09-28 | 中国银行股份有限公司 | Financial statement generation method, device and system based on alliance chain |
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| CN109685662A (en) | 2019-04-26 |
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