CN112633949A - Strategy consultation system applied to financial economic activities - Google Patents
Strategy consultation system applied to financial economic activities Download PDFInfo
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- CN112633949A CN112633949A CN202110013614.3A CN202110013614A CN112633949A CN 112633949 A CN112633949 A CN 112633949A CN 202110013614 A CN202110013614 A CN 202110013614A CN 112633949 A CN112633949 A CN 112633949A
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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Abstract
The invention relates to the technical field of a strategy consultation system for financial economic activities, and discloses a strategy consultation system applied to financial economic activities, which comprises a cloud server, a client, a data analysis module, a data storage module, a wireless transmission module, a login module, a consultation end, a financial consultation module and an access record module, wherein the cloud server is connected with the client through a network; the cloud server is in communication connection with the data analysis module and the data storage module, and is used for receiving data information analyzed by the data analysis module and transmitting the information to the data storage module through the cloud server for storage; the client is in communication connection with the cloud server and used for receiving data information of the cloud server, and the client is simultaneously connected with the data analysis module and the data storage module. The invention can analyze the problem which is not understood when consulting the financial economic strategy, and can carry out special line answering, thereby improving the comprehensiveness of the consulting system.
Description
Technical Field
The invention relates to the technical field of a strategy consulting system for financial economic activities, in particular to a strategy consulting system applied to financial economic activities.
Background
Financial economy is divided into four major categories of monetary financial services, capital market services, insurance industry and other financial industries, the financial economy is also a hotspot, difficulty and focus problem in modern life, and the financial economy is used for spreading and reporting knowledge and examples in aspects of investment and financing, stock market operation, insurance market, trade competition, enterprise marketing, collection and hobbies and the like, and the financial economy strives to pursue a 'direct life, novelty and liveliness, elegant enjoyment, edutainment, financial integration, knowledge, interestingness and era in one, but the prior art is not convenient for answering according to the field of people's consultation, so that a strategy consultation system applied to financial activities is provided.
In order to solve financial problems encountered by people online, a strategy consultation system applied to financial economic activities is provided.
Disclosure of Invention
In view of the above problems with the prior art, it is an object of the present invention to provide a policy advisory system for use in financial activities.
In order to achieve the purpose, the strategy consultation system applied to financial economic activities provided by the invention comprises a cloud server, a client, a data analysis module, a data storage module, a wireless transmission module, a login module, a consultation end, a financial consultation module and an access recording module;
the cloud server is in communication connection with the data analysis module and the data storage module, and is used for receiving data information analyzed by the data analysis module and transmitting the information to the data storage module through the cloud server for storage;
the client is in communication connection with the cloud server and used for receiving data information of the cloud server, and the client is simultaneously connected with the data analysis module and the data storage module and used for analyzing problems encountered in consultation through the data analysis module, comparing the problems with a preset value of the data storage module and storing the problems in real time;
the client is in communication connection with the wireless transmission module, and the wireless transmission module is in communication connection with the financial consultation module and is used for sending an instruction sent by the client through the wireless transmission module and entering a financial consultation module interface;
the financial consultation module is simultaneously connected with the login module and the consultation end, is used for logging in the client and carries out special consultation through the consultation end when problems are met;
the financial consultation module is in communication connection with the access recording module and is used for recording the problems frequently consulted by the client and sequencing the problems;
the login module is connected with the access recording module and used for recording the access behavior and displaying the access behavior through the login module.
Preferably, the financial consulting module comprises a currency financial unit, a capital market unit, an insurance industry unit, other financial industry units and a wireless transceiver, and the currency financial unit, the capital market unit, the insurance industry unit and other financial industry units are all connected with the consulting terminal through the wireless transceiver.
Preferably, the consulting terminal comprises a special line for money and finance, a special line for capital consultation, a special line for insurance consultation, other special lines for finance consultation and a signal transmitter, and the special line for money and finance, the special line for capital consultation, the special line for insurance consultation and the other special lines for finance consultation are all connected with the financial consulting module through the signal transmitter.
Preferably, the access recording module includes an access recording unit and a storage unit, and records the access behavior through the access recording unit and stores the access behavior through the storage unit.
Preferably, the data storage module is mainly used for storing problems existing in the consultation process and comparing the problems with the set values of the data storage module.
Preferably, the financial consulting module is connected with the login module, the consulting end and the access recording module at the same time, a completed consulting system is mainly formed, and when the client encounters a problem, the client is answered through a special line.
Preferably, the money financial unit, the capital market unit, the insurance unit and other financial units in the financial consulting module are correspondingly connected with the money financial special line, the capital consulting special line, the insurance consulting special line and other financial consulting special lines in the consulting terminal, and are used for answering the problems in the special financial field.
Preferably, the client can be a mobile phone end, and the mobile phone end is provided with a plurality of clients.
Compared with the prior art, the strategy consulting system applied to the financial economic activities provided by the invention has the following beneficial effects:
1. the user can enter the login module through the client, then enter the financial consultation module through the login module, and when entering the financial consultation module, the user can select a corresponding currency financial unit, a capital market unit, an insurance industry unit or other financial industry units according to the field needing to be consulted, during the consultation process, the user can analyze through the data analysis module, then store the analyzed content in real time through the data storage module and compare the analyzed content with the self preset value, thereby helping the user to solve the problem, and store the problem in real time through the cloud server, and when visiting, the user can record the frequently consulted financial field and problem through the visiting recording unit in the visiting recording module and store the frequently consulted financial field and problem through the storage unit, when logging in the consultation system next time, the user can preferentially display the login module, the requirements of users are solved in real time through the structure;
2. when the financial problems met by the user can not be solved, the corresponding currency financial unit, capital market unit, insurance industry unit or other financial industry units can be selected, then the financial units are connected with the consulting terminal, and the financial lines, capital consulting lines, insurance industry consulting lines and other financial consulting lines in the consulting terminal are connected in a special line mode, and customer service personnel are used for on-line answering, so that the requirements of the user can be solved more conveniently, and the comprehensiveness of the financial strategy system is realized.
Drawings
FIG. 1 is a schematic diagram of a strategic consulting system applied to financial activities according to the present invention;
FIG. 2 is a schematic diagram of a financial consulting module of the strategic consulting system for financial activities according to the present invention;
FIG. 3 is a schematic diagram of a consulting end of a policy consulting system for financial activities according to the present invention.
Fig. 4 is a schematic structural diagram of a policy consulting system access record module applied to financial activities according to the present invention.
In the figure: 1. a cloud server; 2. a client; 3. a data analysis module; 4. a data storage module; 5. a wireless transmission module; 6. a login module; 7. a consultation terminal; 8. a financial consulting module; 9. accessing a recording module; 10. a currency-finance unit; 11. a capital market unit; 12. an insurance industry unit; 13. other financial industry units; 14. a wireless transceiver; 15. a currency and financial private line; 16. capital consulting lines; 17. insurance consulting private line; 18. other financial consulting lines; 19. a signal transmitter; 20. accessing a recording unit; 21. and a memory unit.
Detailed Description
In order to make the objects, technical solutions and advantages of the embodiments of the present disclosure more clear, the technical solutions of the embodiments of the present disclosure will be described below clearly and completely with reference to the accompanying drawings of the embodiments of the present disclosure.
Referring to fig. 1-4, a policy consultation system for financial economic activities includes a cloud server 1, a client 2, a data analysis module 3, a data storage module 4, a wireless transmission module 5, a login module 6, a consultation terminal 7, a financial consultation module 8, and an access record module 9;
the cloud server 1 is in communication connection with the data analysis module 3 and the data storage module 4 at the same time, and is used for receiving data information analyzed by the data analysis module 3 and transmitting the information to the data storage module 4 through the cloud server 1 for storage;
the client 2 is in communication connection with the cloud server 1 and used for receiving data information of the cloud server 1, and the client 2 is simultaneously connected with the data analysis module 3 and the data storage module 4 and used for analyzing problems encountered during consultation through the data analysis module 3, comparing the problems with a preset value of the data storage module 4 and storing the problems in real time;
the client 2 is in communication connection with the wireless transmission module 5, the wireless transmission module 5 is in communication connection with the financial consultation module 8, and the wireless transmission module 5 is used for sending an instruction sent by the client 2 through the wireless transmission module 5 and entering an interface of the financial consultation module 8;
the financial consultation module 8 is simultaneously connected with the login module 6 and the consultation end 7, is used for logging in the client side 2, and carries out special consultation through the consultation end 7 when problems are met;
the financial consultation module 8 is in communication connection with the access recording module 9 and is used for recording the problems frequently consulted by the client and sequencing the problems;
the login module 6 is connected with the access recording module 9, and is used for recording the access behavior and displaying the access behavior through the login module 6.
In an alternative embodiment, the financial consulting module 8 comprises a monetary financial unit 10, a capital market unit 11, an insurance industry unit 12, other financial industry units 13 and a wireless transceiver 14, and the monetary financial unit 10, the capital market unit 11, the insurance industry unit 12 and the other financial industry units 13 are all connected to the consulting terminal 7 via the wireless transceiver 14.
In an alternative embodiment, the consulting terminal 7 includes a money and finance dedicated line 15, a capital consulting dedicated line 16, an insurance consulting dedicated line 17, other financial consulting dedicated lines 18 and a signal transmitter 19, and the money and finance dedicated line 15, the capital consulting dedicated line 16, the insurance consulting dedicated line 17 and other financial consulting dedicated lines 18 are connected with the financial consulting module 8 through the signal transmitter 19.
In an alternative embodiment, the access recording module 9 includes an access recording unit 20 and a storage unit 21, and the access behavior is recorded by the access recording unit 20 and stored by the storage unit 21.
In an alternative embodiment, the data storage module 4 is mainly used for storing problems existing in the consultation process and comparing with a self set value.
In an alternative embodiment, the financial consulting module 8 is connected with the login module 6, the consulting terminal 7 and the access recording module 9 at the same time, mainly forming a complete consulting system, and answering the client by special lines when the client encounters a problem.
In an alternative embodiment, the monetary financial units 10, the capital market units 11, the insurance units 12 and the other financial units 13 in the financial consulting module 8 are connected with the monetary financial lines 15, the capital consulting lines 16, the insurance consulting lines 17 and the other financial consulting lines 18 in the consulting terminal 7 respectively for the solution of the problem in the specific financial field.
In an optional embodiment, the client 2 may be a mobile phone end, and the mobile phone end is provided with a plurality of clients.
In the invention, a user can enter a login module 6 through a client 2, then enter a financial consultation module 8 through the login module 6, and when entering the financial consultation module 8, the user can select a corresponding currency financial unit 10, a capital market unit 11, an insurance industry unit 12 or other financial industry units 13 according to the fields to be consulted, and during the consultation process, the user can analyze through a data analysis module 3, then store the analyzed content in real time through a data storage module 4 and compare the analyzed content with the preset value of the user, thereby helping the user to solve the problem, and store the problem in real time through a cloud server 1, and when the user visits, the user can record the frequently consulted financial fields and problems through an access recording unit 20 in an access recording module 9 and store the frequently consulted financial fields and problems through a storage unit 21, when logging in the consultation system next time, the prior display can be carried out on the login module 6, the requirements of the user can be solved in real time through the structure, when the financial problems met by the user cannot be solved, the corresponding currency financial unit 10, capital market unit 11, insurance industry unit 12 or other financial industry units 13 can be selected, then the financial problems are connected with the consultation end 7, the special lines of currency and financial resources 15, capital consultation special line 16 and insurance industry consultation special line 17 in the consultation end 7 are connected with other financial consultation special lines 18, and customer service staff is used for carrying out online answering, so that the requirements of the user can be solved more conveniently, and the comprehensiveness of the financial strategy system is realized.
The above description is only an exemplary embodiment of the present invention, and is not intended to limit the present invention, the scope of which is defined by the claims. Various modifications and equivalents may be made by those skilled in the art within the spirit and scope of the present invention, and such modifications and equivalents should also be considered as falling within the scope of the present invention.
Claims (8)
1. A strategy consultation system applied to financial economic activities is characterized in that: the system comprises a cloud server (1), a client (2), a data analysis module (3), a data storage module (4), a wireless transmission module (5), a login module (6), a consultation terminal (7), a financial consultation module (8) and an access record module (9);
the cloud server (1) is in communication connection with the data analysis module (3) and the data storage module (4) at the same time, and is used for receiving data information analyzed by the data analysis module (3) and transmitting the information to the data storage module (4) through the cloud server (1) for storage;
the client (2) is in communication connection with the cloud server (1) and is used for receiving data information of the cloud server (1), and the client (2) is simultaneously connected with the data analysis module (3) and the data storage module (4) and is used for analyzing problems encountered during consultation through the data analysis module (3), comparing the problems with a preset value of the data storage module (4) and storing the problems in real time;
the client (2) is in communication connection with the wireless transmission module (5), the wireless transmission module (5) is in communication connection with the financial consultation module (8), and the wireless transmission module (5) is used for transmitting an instruction sent by the client (2) through the wireless transmission module (5) and entering an interface of the financial consultation module (8);
the financial consultation module (8) is simultaneously connected with the login module (6) and the consultation end (7) and is used for logging in the client (2) and carrying out special consultation through the consultation end (7) when problems are met;
the financial consultation module (8) is in communication connection with the access recording module (9) and is used for recording the problems frequently consulted by the client and sequencing the problems;
the login module (6) is connected with the access recording module (9) and used for recording the access behavior and displaying the access behavior through the login module (6).
2. The strategic advisory system for financial activity as claimed in claim 1 wherein: the financial consultation module (8) comprises a currency financial unit (10), a capital market unit (11), an insurance industry unit (12), other financial industry units (13) and a wireless transceiver (14), and the currency financial unit (10), the capital market unit (11), the insurance industry unit (12) and the other financial industry units (13) are connected with the consultation end (7) through the wireless transceiver (14).
3. The strategic advisory system for financial activity as claimed in claim 1 wherein: the consulting terminal (7) comprises a special currency and financial line (15), a special capital consulting line (16), a special insurance industry consulting line (17), other special financial consulting lines (18) and a signal transmitter (19), and the special currency and financial line (15), the special capital consulting line (16), the special insurance industry consulting line (17) and the other special financial consulting lines (18) are connected with the financial consulting module (8) through the signal transmitter (19).
4. The strategic advisory system for financial activity as claimed in claim 1 wherein: the access recording module (9) comprises an access recording unit (20) and a storage unit (21), and the access behavior is recorded through the access recording unit (20) and stored through the storage unit (21).
5. The strategic advisory system for financial activity as claimed in claim 1 wherein: the data storage module (4) is mainly used for storing problems existing in the consultation process and comparing the problems with a set value of the data storage module.
6. The strategic advisory system for financial activity as claimed in claim 1 wherein: the financial consultation module (8) is simultaneously connected with the login module (6), the consultation end (7) and the access record module (9) to mainly form a complete consultation system, and when a client encounters a problem, the client can answer the system through a special line.
7. The strategic advisory system for financial activity as claimed in claim 1 wherein: the currency and financial unit (10), the capital market unit (11) and the insurance unit (12) in the financial consulting module (8) are correspondingly connected with other financial units (13) in a consulting end (7) through a currency and financial special line (15), a capital consulting special line (16), an insurance consulting special line (17) and other financial consulting special lines (18) and are used for solving problems in the special financial field.
8. The strategic advisory system for financial activity as claimed in claim 1 wherein: the client (2) can be selected as a mobile phone end, and the mobile phone end is provided with a plurality of terminals.
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| Application Number | Priority Date | Filing Date | Title |
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| CN202110013614.3A CN112633949A (en) | 2021-01-06 | 2021-01-06 | Strategy consultation system applied to financial economic activities |
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| CN202110013614.3A CN112633949A (en) | 2021-01-06 | 2021-01-06 | Strategy consultation system applied to financial economic activities |
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| KR101339838B1 (en) * | 2012-11-14 | 2013-12-11 | 주식회사 케이비데이타시스템 | System and method for financial counselling using mobile device |
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| CN107180029A (en) * | 2016-03-09 | 2017-09-19 | 阿里巴巴集团控股有限公司 | A kind of information processing method and device based on consultation service |
| CN108764937A (en) * | 2018-05-02 | 2018-11-06 | 开源物联网（广州）有限公司 | It can iteration intelligent customer service system |
| CN110889789A (en) * | 2019-11-26 | 2020-03-17 | 苏州骐越信息科技有限公司 | Enterprise policy consultation method and system based on big data platform |
| CN112000882A (en) * | 2020-08-06 | 2020-11-27 | 安徽新天安全环境科技有限公司 | Environment-friendly consultation interactive question-answering method and system |
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2021
- 2021-01-06 CN CN202110013614.3A patent/CN112633949A/en active Pending
Patent Citations (8)
| Publication number | Priority date | Publication date | Assignee | Title |
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| KR101339838B1 (en) * | 2012-11-14 | 2013-12-11 | 주식회사 케이비데이타시스템 | System and method for financial counselling using mobile device |
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| CN106790357A (en) * | 2016-11-21 | 2017-05-31 | 北海高创电子信息孵化器有限公司 | A kind of consultation on-line method |
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