CN109102409A - A kind of investment oversight method and device - Google Patents

A kind of investment oversight method and device Download PDF

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Publication number
CN109102409A
CN109102409A CN201810958614.9A CN201810958614A CN109102409A CN 109102409 A CN109102409 A CN 109102409A CN 201810958614 A CN201810958614 A CN 201810958614A CN 109102409 A CN109102409 A CN 109102409A
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supervision
rule
supervision rule
index
regular
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朱佳
王振骞
吴磊
雷苹
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China Construction Bank Corp
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China Construction Bank Corp
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0639Performance analysis of employees; Performance analysis of enterprise or organisation operations
    • G06Q10/06393Score-carding, benchmarking or key performance indicator [KPI] analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis

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Abstract

This application provides a kind of investment oversight method and device, respectively each investee defines a label, obtains multiple label objects, and each label object at least corresponds to an investee;The various market conventional Calculation Methods in calculation template are called, in conjunction with each label object, generate the regular index of multiple supervision;A plurality of supervision rule is set, and every supervision rule includes parameter sets and the regular index of at least one described supervision;Surveillanced object is obtained, the corresponding supervision rule of the surveillanced object is run, investment oversight is carried out to the surveillanced object.The present invention is classified using the fuzzy concept occurred in tag definition reply market surveillance rule, is not needed to develop system again when rule variation, is met flexible and changeable market surpervision demand, reduce system development and iteration cost.

Description

A kind of investment oversight method and device
Technical field
The present invention relates to field of computer technology, more particularly to a kind of investment oversight method and device.
Background technique
Market surveillance rule is many kinds of, arrange in the regulation content or contract of many investment oversights it is content-defined compared with It is fuzzy, uncertainty is brought to the system realization that trustship is supervised.
Such as: " about reinforcing and improving insurance capital with the notice of ratio supervision " is mentioned for 2014 inside No. 13 attachmentes " equity class assets book balance market value is total, must not exceed 20% of end of the season total assets in our company in Insurance Regulatory Commission's penalty period; Domestic listing equity class assets kind mainly includes stock, stock fund, mixed type fund, the insurance asset management production of equity class Product ".What concept are do here other several kinds of equity class very explicitly that still " equity class insurance products " are? mesh The investment instrument of preceding system does not have this kind of product division.
System must be based on specific main body as input using realization, if under only this kind of investment instrument is fixed Come, cannot ensure that market rules from now on mention other division modes again, adding a kind of just fixed one kind is not long-term plan.
Similar uncertain factor even has similar problems to specific security type from investment combination to classifcation of investment, than As real estate class insures asset management product, trust type specially combines, beats new fund, great equity investment, personal property real estate Etc. concept, can be clearly defined which object on earth belongs to these without corresponding market standard.It is in particular to specific When combination or security, variation is bigger, and the investment combination in market or new security emerge one after another, once it is fixed before thering is increment to belong to The good scope of justice, just brings new system requirements.If not expecting a kind of flexible mode to solve such vague definition, system Realizing will be very passive, often because of a kind of proposition of new rule, and the iteration of version is brought to update, increases system Exploitation and iteration cost.
Summary of the invention
In view of this, meeting flexible and changeable market surpervision the invention discloses a kind of investment oversight method and device Demand reduces system development and iteration cost.
In order to achieve the above-mentioned object of the invention, specific technical solution provided by the invention is as follows:
A kind of investment oversight method, comprising:
Respectively each investee defines a label, obtains multiple label objects, each label object is at least A corresponding investee;
The various market conventional Calculation Methods in calculation template are called to generate multiple prisons in conjunction with each label object Superintend and direct regular index;
A plurality of supervision rule is set, and every supervision rule includes that parameter sets and at least one described supervision rule refer to Mark;
Surveillanced object is obtained, the corresponding supervision rule of the surveillanced object is run, investment prison is carried out to the surveillanced object It superintends and directs.
Optionally, a plurality of supervision rule of the setting, comprising:
Following operation is executed respectively for every supervision rule:
Supervision rule is parsed, supervision rule index, execution condition, implementing result pair that supervision rule is related to are obtained According to parameter and compare parameter, supervises the corresponding execution condition of rule, implementing result control parameters and compare parameter constituting parameter set It closes;
Corresponding relationship between supervision rule, the regular index of supervision that supervision rule is related to and parameter sets is set.
Optionally, the method also includes:
When detecting newly-increased supervision rule, the newly-increased supervision rule is set.
Optionally, the method also includes:
When detecting supervision rule variation, changed supervision rule is edited.
It is optionally, described that changed supervision rule is edited, comprising:
Changed supervision rule is parsed, the regular index of changed supervision is obtained and/or is changed Parameter sets;
When parameter sets change, carried out according to parameter sets of the changed parameter sets to former supervision rule Editor;
When the regular index of supervision changes, supervise what rule was related to former according to the regular index of changed supervision Regular index is supervised to be edited.
Optionally, the corresponding supervision rule of the operation surveillanced object, carries out investment oversight to the surveillanced object, Include:
The corresponding supervision rule of the surveillanced object is loaded, the execution condition in the parameter sets of supervision rule is obtained, holds Row result control parameters and compare parameter;
Whether judgement currently meets the execution condition of supervision rule;
If so, the supervision rule index for calling supervision rule to be related to, the supervision rule index being related to according to supervision rule are held Row result control parameters and compare parameter, is supervised as a result, supervise result is that there are unlawful practice or unlawful practice is not present.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, and that there are identical supervision in a plurality of supervision rule is regular It is described to run the corresponding supervision rule of the surveillanced object when index, investment oversight is carried out to the surveillanced object, comprising:
To there are the identical supervision rules for supervising regular index to integrate, the supervision after operation integration is regular, to institute It states surveillanced object and carries out investment oversight.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, the corresponding supervision rule of the surveillanced object is run, it is right The surveillanced object carries out investment oversight, comprising:
The corresponding a plurality of supervision rule of the surveillanced object is run using asynchronous task mode, the surveillanced object is carried out Investment oversight.
A kind of investment oversight device, comprising:
Tag definition unit defines a label for respectively each investee, obtains multiple label objects, each The label object at least corresponds to an investee;
Index generation unit, for calling the various market conventional Calculation Methods in calculation template, in conjunction with each mark Object is signed, the regular index of multiple supervision is generated;
Rule setting unit, for a plurality of supervision rule to be arranged, every supervision rule is including parameter sets and at least The regular index of one supervision;
Regular running unit runs the corresponding supervision rule of the surveillanced object, to the prison for obtaining surveillanced object It superintends and directs object and carries out investment oversight.
Optionally, the rule setting unit is specifically used for: parsing to supervision rule, obtains what supervision rule was related to It supervises regular index, execution condition, implementing result control parameters and compares parameter, the corresponding execution condition of supervision rule executes As a result control parameters constitute parameter sets with parameter is compared;Be arranged supervision rule, the supervision supervision rule index that is related to of rule and Corresponding relationship between parameter sets.
Optionally, the rule setting unit is also used to that the newly-increased supervision is arranged when detecting newly-increased supervision rule Rule.
Optionally, described device further include:
Rule editing unit, for being edited to changed supervision rule when detecting supervision rule variation.
Optionally, the rule editing unit is occurred specifically for parsing to changed supervision rule The supervision rule index and/or changed parameter sets of variation;When parameter sets change, according to changed Parameter sets edit the parameter sets of former supervision rule;When supervising regular index and changing, according to changing The regular index of supervision supervision rule index that former supervision rule is related to edit.
Optionally, the regular running unit is specifically used for loading the corresponding supervision rule of the surveillanced object, obtains prison It superintends and directs the execution condition in the parameter sets of rule, implementing result control parameters and compares parameter;Whether judgement currently meets supervision The execution condition of rule;If so, the supervision rule index for calling supervision rule to be related to, the supervision rule being related to according to supervision rule Index, implementing result control parameters and compare parameter, is supervised as a result, supervising that result is there are unlawful practice or there is no disobey Rule behavior.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, and that there are identical supervision in a plurality of supervision rule is regular When index, the rule running unit is specifically used for transporting to there are the identical supervision rules for supervising regular index to integrate Supervision rule after row integration, carries out investment oversight to the surveillanced object.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, the rule running unit is specifically used for using asynchronous Task state runs the corresponding a plurality of supervision rule of the surveillanced object, carries out investment oversight to the surveillanced object.
Compared with the existing technology, beneficial effects of the present invention are as follows:
Investment rules measure of supervision and device disclosed by the invention cope with city by way of defining label to investee The fuzzy concept classification occurred in the regulatory rule of field, the variation of energy quick response rule are not required to when regulatory rule changes To re-start exploitation to system, need to only modify label or the corresponding investee of modification label object, reduce system due to Market surpervision rule changes bring weight development cost.Meanwhile the various market conventional Calculation Methods in calling calculation template, knot Each label object is closed, the regular index of multiple supervision, the flexible configuration of the regular index of realization supervision, and supervision rule are generated Flexible configuration meets the supervision of supervision rules various to surveillanced object, can quickly judge in investment process with the presence or absence of separated Rule behavior.
Detailed description of the invention
In order to more clearly explain the embodiment of the invention or the technical proposal in the existing technology, to embodiment or will show below There is attached drawing needed in technical description to be briefly described, it should be apparent that, the accompanying drawings in the following description is only this The embodiment of invention for those of ordinary skill in the art without creative efforts, can also basis The attached drawing of offer obtains other attached drawings.
Fig. 1 is a kind of investment oversight method flow schematic diagram disclosed by the embodiments of the present invention;
Fig. 2 is the function example schematic of label object disclosed by the embodiments of the present invention;
Fig. 3 is a kind of method flow schematic diagram of in-service surveillance rule disclosed by the embodiments of the present invention;
Fig. 4 is a kind of investment oversight apparatus structure schematic diagram disclosed by the embodiments of the present invention.
Specific embodiment
Following will be combined with the drawings in the embodiments of the present invention, and technical solution in the embodiment of the present invention carries out clear, complete Site preparation description, it is clear that described embodiments are only a part of the embodiments of the present invention, instead of all the embodiments.It is based on Embodiment in the present invention, it is obtained by those of ordinary skill in the art without making creative efforts every other Embodiment shall fall within the protection scope of the present invention.
Referring to Fig. 1, present embodiment discloses a kind of investment oversight methods, specifically includes the following steps:
S101: it is respectively that each investee defines a label, obtains multiple label objects;
Each label object at least corresponds to an investee.
Investee can be stock code, specific trustship combination, specific investment instrument etc..
Wherein, it is trustship combination that trustship group, which is combined into investment mandate system administrator in the product of bank's trustship, and one There may be multiple product trustships in a bank, i.e., multiple trustship combinations under administrator.The investment instrument point in mandatory system Greatly for multiple levels, mainly multiple investments such as stock, fund, bond, class in kind, deposit class, trust financing, old-age pension product Class has segmented the investment subclasses of several levels under each investment major class again, such as " central enterprise's bond " belongs to " bond " major class Under " enterprise's debt " scope.
A label is defined for investee, fuzzy classification concept is defined and is named.For example, investment oversight Regulation original text " total 25% not higher than end of the season total assets in our company of the book balance of other financial assets ", wherein " other Financial asset " is a uncertain assets range, defines a specific assets model to " other financial assets " to realize It encloses, increases newly label " other financial assets ", define label " its for the investees such as " overseas investment kind " and " Industry investment " His financial asset ".
Referring to Fig. 2, Fig. 2 is the function example schematic of label object, and after defining " fixed income class " label, son List is provided with " bond " and belongs to it, it should be noted that sublist has the functions such as newly-increased, deletion, modification, it can right Label object newly such as is increased, is deleted, being modified at the operation, copes with the variation of label object.
S102: calling the various market conventional Calculation Methods in calculation template, in conjunction with each label object, generates more The regular index of a supervision;
It include various market conventional Calculation Methods in calculation template, such as the calculating of market value, cost, net value, earning rate, remaining sum Method.
The regular index of supervision can be generated in conjunction with market conventional Calculation Method and label object, such as combine " market value " and label Object " equity class insures asset management product " generates and supervises regular index " equity class insures asset management product market value ".
A kind of label is often increased newly, as long as corresponding label calculation template is existing, so that it may carry out configuration, template is made For the parameter of specific targets, flexibility ratio is considerably increased.
S103: a plurality of supervision rule of setting;
Every supervision rule includes parameter sets and the regular index of at least one described supervision, for example, " equity class money Production book balance market value is total to must not exceed 20% " of end of the season total assets in our company, wherein is related to " equity class insurance products Market value ", " market value of stock ", " stock fund market value ", " mixed type fund market value " and " the upper end of the season total assets of administrator " it is multiple Regular index is supervised, " 20% ", " must not exceed " constitute parameter sets.
Specifically, a plurality of supervision rule of setting, comprising:
Following operation is executed respectively for every supervision rule:
Supervision rule is parsed, supervision rule index, execution condition, implementing result pair that supervision rule is related to are obtained According to parameter and compare parameter, supervises the corresponding execution condition of rule, implementing result control parameters and compare parameter constituting parameter set It closes;
Corresponding relationship between supervision rule, the regular index of supervision that supervision rule is related to and parameter sets is set.
Also with above-mentioned supervision rule, " equity class assets book balance market value is total to must not exceed end of the season total assets in our company 20% " for, by parsing to the supervision rule, obtain " equity class insurance products market value ", " market value of stock ", " stock Ticket type fund market value ", " mixed type fund market value " and the regular index of " the upper end of the season total assets of administrator " multiple supervision, " 20% " is Implementing result control parameters, " must not exceed " are to compare parameter.
It should be noted that also needing to record the corresponding relationship of supervision rule with parameter sets and the regular index of supervision.
S104: obtaining surveillanced object, runs the corresponding supervision rule of the surveillanced object, throws the surveillanced object Money supervision.
Surveillanced object can be some investment combination, any one administrator, some trustee etc..
Specifically, referring to Fig. 3, the corresponding supervision of the operation surveillanced object is regular, to the surveillanced object into Row investment oversight, comprising:
S301: the corresponding supervision rule of the surveillanced object is loaded, the execution item in the parameter sets of supervision rule is obtained Part, implementing result control parameters and compare parameter;
S302: whether judgement currently meets the execution condition of supervision rule;
If so, executing S303: the supervision rule index for calling supervision rule to be related to is advised according to the supervision that supervision rule is related to Then index, implementing result control parameters and compare parameter, obtains supervision result.
S302 is executed if it is not, returning, the execution condition until meeting supervision rule.
Supervising result is that there are unlawful practice or unlawful practice is not present.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, and that there are identical supervision in a plurality of supervision rule is regular It is described to run the corresponding supervision rule of the surveillanced object when index, investment oversight is carried out to the surveillanced object, comprising:
To there are the identical supervision rules for supervising regular index to integrate, the supervision after operation integration is regular, to institute It states surveillanced object and carries out investment oversight.System finds the corresponding regular index of multiple supervision of multiple supervision rules, there is a benefit It is that, when multiple supervision rules the inside all contains the same supervision rule index, can only run the supervision rule index Once.Rather than each supervision rule will run the supervision rule index.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, the corresponding supervision rule of the surveillanced object is run, it is right The surveillanced object carries out investment oversight, comprising:
The corresponding a plurality of supervision rule of the surveillanced object is run using asynchronous task mode, the surveillanced object is carried out Investment oversight.
System uses asynchronous task mode, and timing cycle executes, and returns to task status after generating the result of supervision rule;Such as Occur exception in fruit implementation procedure, only influences that abnormal supervision rule, other normal implementing results of supervision rule.To different After normal supervision rule can carry out relevant parameter adjustment, manually initiated again from interface.
Investment rules measure of supervision disclosed in the present embodiment can flexibly cope with the newly-increased and variation of supervision rule, work as detection When regular to newly-increased supervision, newly-increased supervision rule is set.For example, supervising regular original text, " book balance of other financial assets is closed For meter not higher than 25% " of end of the season total assets in our company, " other financial assets " is a uncertain assets range, is needed new Increase label object " other financial assets ", specifically, the side of the method for the newly-increased supervision rule of setting and above-mentioned setting supervision rule Method is identical, that is, parses to supervision rule, obtains supervision rule index, execution condition, implementing result that supervision rule is related to Control parameters and compare parameter, the corresponding execution condition of supervision rule, implementing result control parameters and compares parameter and constitute parameter Set;Corresponding relationship between supervision rule, the regular index of supervision that supervision rule is related to and parameter sets is set.
The present embodiment can also edit changed supervision rule, have when detecting supervision rule variation Body are as follows: changed supervision rule is parsed, the regular index of changed supervision and/or changed ginseng are obtained Manifold is closed;When parameter sets change, carried out according to parameter sets of the changed parameter sets to former supervision rule Editor;When the regular index of supervision changes, regular index is supervised to the former prison supervising rule and being related to according to changed Regular index is superintended and directed to be edited.
Defined good label object is such as adjusted according to market rules variation, is supported for example, building letter day great No. 1 individual of great letter It is old to ensure that " fixed income class assets: mainly including bank's fixed deposit, silver to regular original text in management product investment oversight transaction list table The government's debt of row agreement deposit, financial company (company) bond, non-financial business's (company) bond and remaining time limit at 1 year or more Certificate, quasi- government bond and other through Chinese Protecting and Supervising Association assert belong to such tool or product, add up to ratio be investment combination 0% (containing) of net value to 20% (containing) ".Fixed income class assets clearly give scope in regular original text, in system Tag definition has been done to " fixed income class assets " in realization.But later period, the supervision transaction list table later period supplement increase again One: deposit receipt of the same trade or business, banker's deposit, short-term financing bond, Medium Term Note belong to fixed income class assets.This when is System it goes without doing any change.It only needs that the type of supplement will be increased under the label of " fixed income assets " newly, without any System iterative development can complete the change of rule.
The present embodiment can also be adjusted according to market rules, modification supervision rule.For example, regular original text " stock fund Percent 20% of market value no more than its total assets " are adjusted to " to beat new fund and stock fund market value total value due to variation No more than percent the 20% of its total assets ", a kind of investment instrument " beating new fund " of fuzzy concept is increased, mark is defined After signing object and supervising regular index, regular interface configurations are being supervised, is increasing newly and supervises regular index " beating new fund market value ", Supervision rule obtains new result after reruning.
In conclusion the present invention can be increased newly with all kinds of variations in fast responding market, label object it is adjustable, with market The appearance of various change and new product from now on, label object can also increase more attributes, and the type of object range can also be with Continue to increase, to play its important technical role.
A kind of disclosed investment oversight method based on the above embodiment, referring to Fig. 4, the present embodiment correspondence discloses investment Monitoring apparatus, comprising:
Tag definition unit 401 defines a label for respectively each investee, obtains multiple label objects, Each label object at least corresponds to an investee;
Index generation unit 402, for calling the various market conventional Calculation Methods in calculation template, in conjunction with each described Label object generates the regular index of multiple supervision;
Rule setting unit 403, for a plurality of supervision rule to be arranged, every supervision rule is including parameter sets and extremely Few regular index of a supervision;
Optionally, the rule setting unit 403 is specifically used for: parsing to supervision rule, obtains supervision rule and relate to And supervision rule index, execution condition, implementing result control parameters and compare parameter, the corresponding execution condition of supervision rule, Implementing result control parameters constitute parameter sets with parameter is compared;Supervision rule is set, the supervision rule that supervision rule is related to refers to Corresponding relationship between mark and parameter sets.
Optionally, the rule setting unit 403 is also used to when detecting newly-increased supervision rule, is arranged described newly-increased Supervision rule.
Regular running unit 404 runs the corresponding supervision rule of the surveillanced object, to institute for obtaining surveillanced object It states surveillanced object and carries out investment oversight.
Optionally, the regular running unit 404 is specifically used for loading the corresponding supervision rule of the surveillanced object, obtain It takes the execution condition in the parameter sets of supervision rule, implementing result control parameters and compares parameter;Whether judgement currently meets Supervise the execution condition of rule;If so, the supervision rule index for calling supervision rule to be related to, the supervision being related to according to supervision rule Regular index, implementing result control parameters and compare parameter, is supervised as a result, supervising result is there are unlawful practice or not deposit In unlawful practice.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, and that there are identical supervision in a plurality of supervision rule is regular When index, the rule running unit 404 is specifically used for there are the identical supervision rules for supervising regular index to integrate, Supervision rule after operation integration, carries out investment oversight to the surveillanced object.
Optionally, when surveillanced object corresponds to a plurality of supervision rule, the rule running unit 404 is specifically used for using Asynchronous task mode runs the corresponding a plurality of supervision rule of the surveillanced object, carries out investment oversight to the surveillanced object.
Optionally, described device further include:
Rule editing unit, for being edited to changed supervision rule when detecting supervision rule variation.
Optionally, the rule editing unit is occurred specifically for parsing to changed supervision rule The supervision rule index and/or changed parameter sets of variation;When parameter sets change, according to changed Parameter sets edit the parameter sets of former supervision rule;When supervising regular index and changing, according to changing The regular index of supervision supervision rule index that former supervision rule is related to edit.
Investment rules monitoring apparatus disclosed in the present embodiment copes with market prison by way of defining label to investee The fuzzy concept classification occurred in pipe rule, can the variation of quick response rule do not needed pair when regulatory rule changes System re-starts exploitation, need to only modify label or the corresponding investee of modification label object, reduce system due to market Regulatory rule changes bring weight development cost.Meanwhile the various market conventional Calculation Methods in calling calculation template, in conjunction with every A label object, the regular indexs of the multiple supervision of generation, realizes the flexible configuration for supervising regular index, and supervise the flexible of rule Configuration meets the supervision of supervision rules various to surveillanced object, can quickly judge in investment process with the presence or absence of row in violation of rules and regulations For.
Each embodiment in this specification is described in a progressive manner, the highlights of each of the examples are with other The difference of embodiment, the same or similar parts in each embodiment may refer to each other.For device disclosed in embodiment For, since it is corresponded to the methods disclosed in the examples, so being described relatively simple, related place is said referring to method part It is bright.
It should also be noted that, herein, relational terms such as first and second and the like are used merely to one Entity or operation are distinguished with another entity or operation, without necessarily requiring or implying between these entities or operation There are any actual relationship or orders.Moreover, the terms "include", "comprise" or its any other variant are intended to contain Lid non-exclusive inclusion, so that the process, method, article or equipment including a series of elements is not only wanted including those Element, but also including other elements that are not explicitly listed, or further include for this process, method, article or equipment Intrinsic element.In the absence of more restrictions, the element limited by sentence "including a ...", it is not excluded that There is also other identical elements in process, method, article or equipment including the element.
The step of method described in conjunction with the examples disclosed in this document or algorithm, can directly be held with hardware, processor The combination of capable software module or the two is implemented.Software module can be placed in random access memory (RAM), memory, read-only deposit Reservoir (ROM), electrically programmable ROM, electrically erasable ROM, register, hard disk, moveable magnetic disc, CD-ROM or technology In any other form of storage medium well known in field.
The foregoing description of the disclosed embodiments enables those skilled in the art to implement or use the present invention. Various modifications to these embodiments will be readily apparent to those skilled in the art, as defined herein General Principle can be realized in other embodiments without departing from the spirit or scope of the present invention.Therefore, of the invention It is not intended to be limited to the embodiments shown herein, and is to fit to and the principles and novel features disclosed herein phase one The widest scope of cause.

Claims (10)

1. a kind of investment oversight method characterized by comprising
Respectively each investee defines a label, obtains multiple label objects, and each label object is at least corresponding One investee;
The various market conventional Calculation Methods in calculation template are called, in conjunction with each label object, generate multiple supervision rule Then index;
A plurality of supervision rule is set, and every supervision rule includes parameter sets and the regular index of at least one described supervision;
Surveillanced object is obtained, the corresponding supervision rule of the surveillanced object is run, investment oversight is carried out to the surveillanced object.
2. the method according to claim 1, wherein a plurality of supervision rule of the setting, comprising:
Following operation is executed respectively for every supervision rule:
Supervision rule is parsed, supervision rule index, execution condition, implementing result control ginseng that supervision rule is related to are obtained Parameter is counted and compared, supervises the corresponding execution condition of rule, implementing result control parameters and compare parameter constituting parameter sets;
Corresponding relationship between supervision rule, the regular index of supervision that supervision rule is related to and parameter sets is set.
3. the method according to claim 1, wherein the method also includes:
When detecting newly-increased supervision rule, the newly-increased supervision rule is set.
4. the method according to claim 1, wherein the method also includes:
When detecting supervision rule variation, changed supervision rule is edited.
5. being wrapped the method according to claim 1, wherein described edit changed supervision rule It includes:
Changed supervision rule is parsed, the regular index of changed supervision and/or changed ginseng are obtained Manifold is closed;
When parameter sets change, compiled according to parameter sets of the changed parameter sets to former supervision rule Volume;
When the regular index of supervision changes, regular index is supervised to the former supervision supervising rule and being related to according to changed Regular index is edited.
6. the method according to claim 1, wherein the corresponding supervision of the operation surveillanced object is regular, Investment oversight is carried out to the surveillanced object, comprising:
The corresponding supervision rule of the surveillanced object is loaded, the execution condition in the parameter sets of supervision rule is obtained, executes knot Fruit control parameters and compare parameter;
Whether judgement currently meets the execution condition of supervision rule;
If so, the supervision rule index for calling supervision rule to be related to, the supervision rule index being related to according to supervision rule execute knot Fruit control parameters and compare parameter, is supervised as a result, supervise result is that there are unlawful practice or unlawful practice is not present.
7. the method according to claim 1, wherein when surveillanced object corresponds to a plurality of supervision rule, and a plurality of prison It is described to run the corresponding supervision rule of the surveillanced object when superintending and directing index regular there are identical supervision in rule, to the prison It superintends and directs object and carries out investment oversight, comprising:
To there are the identical supervision rules for supervising regular index to integrate, the supervision after operation integration is regular, to the prison It superintends and directs object and carries out investment oversight.
8. the method according to claim 1, wherein running institute when surveillanced object corresponds to a plurality of supervision rule The corresponding supervision rule of surveillanced object is stated, investment oversight is carried out to the surveillanced object, comprising:
The corresponding a plurality of supervision rule of the surveillanced object is run using asynchronous task mode, the surveillanced object is invested Supervision.
9. a kind of investment oversight device characterized by comprising
Tag definition unit defines a label for respectively each investee, obtains multiple label objects, each described Label object at least corresponds to an investee;
Index generation unit, for calling the various market conventional Calculation Methods in calculation template, in conjunction with each label pair As generating the regular index of multiple supervision;
Rule setting unit, for a plurality of supervision rule to be arranged, every supervision rule includes parameter sets and at least one The regular index of the supervision;
Regular running unit runs the corresponding supervision rule of the surveillanced object, to the supervision pair for obtaining surveillanced object As carrying out investment oversight.
10. device according to claim 9, which is characterized in that the rule setting unit is specifically used for: to supervision rule It is parsed, obtain the regular supervision rule index being related to of supervision, execution condition, implementing result control parameters and compares parameter, It supervises the corresponding execution condition of rule, implementing result control parameters and compares parameter and constitute parameter sets;Setting supervision rule, prison Superintend and direct the corresponding relationship between the regular index of supervision that rule is related to and parameter sets.
CN201810958614.9A 2018-08-22 2018-08-22 A kind of investment oversight method and device Pending CN109102409A (en)

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Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN112215710A (en) * 2020-09-27 2021-01-12 泰康保险集团股份有限公司 Annuity data processing method, block chain system, medium and electronic device

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN112215710A (en) * 2020-09-27 2021-01-12 泰康保险集团股份有限公司 Annuity data processing method, block chain system, medium and electronic device

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