JP2001325442A - Method and system for distributing investment information - Google Patents

Abstract

PROBLEM TO BE SOLVED: To distribute only the information of contents desired to be distributed by a user at timing desired by the user. SOLUTION: The kind of investment information desired to be distributed by each of users and the kind of event designated by each of users and occurring in correspondence with time are registered in a prescribed database. When new investment information is collected on the side of a center, by retrieving the database, a user who desires the distribution of this investment information, is specified. In correspondence with the occurrence of the event registered in the database, the investment information is distributed to this specified user.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method and system for distributing investment information, and more particularly to a method and system for distributing investment information relating to stock transactions, foreign exchange transactions, receivable transactions, futures transactions, and the like.

[0002]

2. Description of the Related Art Conventionally, stocks and foreign exchange transactions are determined based on market information, stock price information, foreign exchange information, bond information provided by securities companies or specialized information providers, research reports by analysts, etc. , Collectively referred to as investment information). With the spread of the Internet in recent years, such investment information has been distributed by e-mail or disclosed on a website provided by an information provider. For example, each securities company and information provider provides a service for collecting collected investment information on a regular basis (for example, daily or on a predetermined day of the week), distributing it to users, and posting it on a website. .

[0003]

However, such conventional services and systems have various problems. In other words, when receiving investment information by e-mail, since the contents are uniformly distributed in the past regardless of the user's request, the user often receives unnecessary information. It takes time and effort to extract only necessary information from the information. This is also a problem when posting investment information on a website.

[0004] Further, there are cases where the update timing of the information content is uncertain for some websites, and there is also a problem that the user must constantly monitor the update status in order to obtain the latest information.

Further, when buying and selling stocks based on the trading result of the previous day, it is necessary to know the stock price (ie, opening price) immediately after the start of trading on the day, but the conventional system cannot respond to such a request. . In other words, by comparing the opening price with the closing price of the previous day, we want to know whether the current day's price is up or down and use it as a powerful source of judgment when making a transaction. At the time set on the center side after the end,
Since various types of information collected up to that time are collectively notified, it is not possible to notify the user only of the opening price immediately after determination. On the other hand, there is a service that notifies you by e-mail when the current stock price exceeds or falls below the amount specified in advance, but it is natural that even if such a service is used, You cannot be notified of the opening price.

[0006] The present invention is intended to solve such a problem, and provides an investment information distribution method and a method for distributing only information having contents desired by a user at a timing desired by the user. The purpose is to provide a system.

[0007]

In order to achieve the above object, an investment information distribution method according to the present invention collects various types of investment information on a center side and stores the collected investment information in advance in the center. In the method of distributing to users registered in, the type of investment information that each user wants to distribute,
And registering a type of an event specified by each user and occurring according to time in a predetermined database, and when new investment information is collected on the center side, the database is searched to obtain the investment information. A user who wishes to distribute the investment information is specified, and the investment information is distributed to the specified user according to the occurrence of an event registered in the database.

Further, the present invention includes the following configuration as another embodiment. That is, the event that occurs according to the time is any of the start of the transaction, the end of the transaction, or the time specified by the user. Further, at least one of the number of characters per line, the total number of characters, and the total number of lines of the investment information when distributed from the center to the user can be regulated by the user. The investment information is information on stock transactions, foreign exchange transactions, bond transactions, futures transactions, or a research report created based on these information. Further, in a method of collecting various types of investment information on the center side and distributing the collected investment information to users registered in the center in advance, the type of investment information that each user desires to distribute is determined by the type of investment information. When new investment information is collected by the center side, the investment information is registered in a second database, and distribution of the investment information is performed by searching the first database. UR indicating the location of the investment information to specify the desired user and to notify the specified user of the update of the investment information
L, at least one of the summary of the investment information or the full text of the investment information is distributed.

The investment information distribution system according to the present invention is a system for collecting various types of investment information on a center side and distributing the collected investment information to users registered in the center in advance. Registration means for registering the type of investment information that the user desires to distribute and the type of event specified by each user and occurring according to time in a predetermined database; Once collected, the identification means for identifying a user who wants to distribute the investment information by searching the database, and in response to the occurrence of an event registered in the database, Distribution means for distributing the investment information.

Further, the present invention includes the following configuration as another embodiment. That is, in a system that collects various types of investment information on the center side and distributes the collected investment information to users registered in the center in advance, the type of investment information that each user desires to distribute is determined by the 1
Registration means for registering the investment information in the database, and when the new investment information is collected on the center side, the investment information is registered in the second database and the investment information of the investment information is searched by searching the first database. Specifying means for specifying a user who desires distribution; and notifying the specified user of the update of the investment information; a URL indicating the location of the investment information; a summary of the investment information; Distribution means for distributing at least one of the full texts.

With this configuration, the present invention provides:
An e-mail desired by the user can be distributed based on an event generated according to the time, so that the user can easily obtain desired investment information at a desired timing.

[0012]

Next, one embodiment of the present invention will be described with reference to the drawings. FIG. 1 is a block diagram showing one embodiment of the present invention. As shown in FIG. 1, this system uses a terminal 1 used by a registered user.
And an information provider facility 3 on the center side connected to the terminal 1 via the Internet 2.

The terminal 1 includes, for example, a personal computer, a PDA (Personal Digital Assistants), and an LCD.
A device such as a mobile phone or a pager (so-called pager (registered trademark)) having display means such as a (Liquid Crystal Device), and has an e-mail transmission / reception function. The information provider equipment 3 is a device such as a workstation, and is connected to the web server 4 via the bus 13, the data update server 5, and the event server 6.
, An information distribution server 7, a member information database (hereinafter, referred to as DB) 8, a distribution information attribute DB 9, a cache DB 10, a market price information DB 11, a report D
B12 and a customization information DB14.
Each server is realized, for example, by executing a program stored in a CPU and a memory in a workstation, and each database is stored in, for example, a memory or a hard disk drive in the workstation.

With such a configuration, the information provider equipment 3 is connected to the Internet 2 using the web server 4 and can perform information communication with the terminal 1. In addition, the data update server 5 is used to register the user's member registration and the desired contents of distribution of each user in the member information DB 8 and the distribution information attribute DB 9. At that time, the data update server 5
Registers the data in the distribution information attribute DB 9 (an information distribution event and its conditions to be described later) in the cache DB 10 without redundancy in order to shorten the search time. The event server 6 registers various investment information such as market price information and research reports received from the outside in the market price information DB 11 and the report DB 12, and searches the received investment information in the cache DB 10 and searches the received investment information in the member information DB. The search and the distribution requester of the received investment information are specified, and a distribution request is issued to the information distribution server 7 based on the search results. The information distribution server 7 creates an e-mail according to the received distribution request and distributes it to the user.

Here, the details of the information stored in each database are as follows. The member information DB 8 is a database storing personal information of registered members. For example, the member number, name, address, and other personal information shown in Table 1 are stored.

[0016]

[Table 1]

The distribution information attribute DB 9 is a database storing user's desired distribution conditions. For example, an e-mail address, a distribution information attribute, an information distribution event and its conditions are associated with the member numbers shown in Table 2. Is stored. The distribution information attribute is constituted by attributes 1 to 3 shown in Table 3, and any one of “price”, “research report”, and “customized information creation” can be designated as attribute 1, and “product type” as attribute 2 , "Report Type",
You can specify any of "Refer to customization information DB",
Attribute 3 includes “Latest price”, “Price corresponding to event”, “4 prices”, “Report update notification and URL”, “Report summary and URL”, “Report full text and URL” Can be specified.

[0018]

[Table 2]

[0019]

[Table 3]

The cache DB 10 stores the event server 6
(Information delivery events and their conditions) for shortening the information search time due to the above are stored, for example, the data shown in Table 4. The distribution information attribute DB 9 stores distribution desired information (information distribution events and conditions thereof) set for each member. As can be seen from Table 2, the member numbers “0001” and “ 0003 "
Has the same information distribution event "Tokyo Exchange Market Start". In such a case, if the search is performed for each member, the search time is proportional to the number of members. However, the information distribution event and the condition in the distribution information attribute DB 9 are registered in the cache DB 10 without redundancy. , After performing a search in cache DB10, distribution information attribute DB9
By performing the search, the search time can be reduced.

[0021]

[Table 4]

The market price information DB 11 stores various market price information (product name, price, description) collected by the event server 6 together with date, time and time data. For example, information shown in Table 5 is stored. Have been.

[0023]

[Table 5]

The report DB 12 stores the information of the research report collected by the event server 6 together with the date, time and time data. For example, the information shown in Table 6 is stored.

[0025]

[Table 6]

The customization information DB 14 stores customization information specified by the user. The customization information is information for designating the number of characters per line, the total number of characters, and the total number of lines of investment information when distributed from the center side to the user.

Here, the screen display on the terminal 1 will be described. FIG. 2 is a plan view showing a user registration screen. As shown in the figure, the screen 1a of the terminal 1 displays a name,
Input field 1a for address, telephone number, and other personal information
-1 to 1a-3 are displayed. The user inputs such information using an input device (not shown) such as a keyboard and a mouse provided in the terminal 1. The input information is stored in the member information DB 8 by the data update server 5 described above.

FIG. 3 is a plan view showing a selection screen of the user's desired distribution information and desired distribution timing (information distribution event). First, the screen 1b is displayed on the terminal 1,
Selection buttons 1b-1 to 1b- for information contents desired to be distributed
7 is displayed. First, when the user wants to specify the number of characters per line, the total number of characters, the total number of lines, and the file format (for example, a PDF file) of the received e-mail, the user clicks the select button 1b-1 to display the screen shown in FIG. Is displayed, and these can be set. Details will be described later.
Then, a desired product is selected by clicking any one of the selection buttons 1b-2 to 1b-5. Further, by selecting any one of the selection buttons 1b-5 to 1b-7, the market price information of the selected product is displayed,
Specify a research report or customization.

When the market price information selection button 1b-6 is clicked, a screen 1c is displayed, and the event selection buttons 1c-1 to 1c-5 (trading start in Tokyo before, dollar / yen price, end in Tokyo after, specified time) (Tokyo 18:00, etc.), start of trading on the London pre-market, etc.) and price selection button 1c-6.
And 1c-7 (latest price, four prices, etc.) are displayed. The user can arbitrarily specify the type of the event and the price information by a combination of these buttons.

When the research report selection button 1b-7 is clicked, a screen 1d is displayed, and the report type selection buttons 1d-1 to 1d-4 (all latest reports, daily reports, weekly reports) , Monthly report, etc.) and information content selection buttons 1d-5 to 1d-7
(A notice of report update + URL, report summary, full text of report, etc.) is displayed. The user can specify by combination of these buttons, for example, that only a daily report summary is to be delivered.
Except for the customization setting by the selection button 1b-1, a plurality of products and distribution events can be registered on the center side by repeating the above procedure as desired by the user.

FIG. 4 is a plan view showing a received mail customization setting screen. This figure is displayed when the customization selection button 1b-1 is clicked in FIG. The screen 1f is displayed by clicking the selection button 1b-1, and the user can select the form (format) of the e-mail distributed from the center side. When the restricted selection button 1f-1 is selected, the number of characters per line set in the customization information DB 14;
It is distributed in a form according to the total number of characters and the total number of lines. In this case, the screen 1g is displayed, and the selection buttons 1g-1 to 1g-
By selecting 3, any one of the screens 1h to 1j is displayed.
You can set the number of lines, the total number of lines, and the total number of characters. When the PDF file selection button 1f-2 is selected, the file is distributed as a PDF (Portable Document Format) file.

In the distribution of market price information,
The product name displayed in advance can be specified by the user. That is, when the selection button 1g-1 is selected, the screen 1h is displayed, a desired number of characters can be input in the input field 1h-1, and the screen 1k and the selection button 1k-1 can be selected by selecting the selection buttons 1h-2 and 1h-3. ~ 1k-3
Is displayed, and the display character string can be specified by the user.
As shown in FIG. 5, when the number of characters per line is designated as 10 characters, a total of 6 characters, such as “XXX.XXX”, are required to display the dollar-yen price. Therefore, the user can specify the remaining four characters. For example, by specifying "dollar yen:", the product name can be represented by four characters. Similarly, in the case of Japanese government bonds (10-year bonds), "○○○○○
Since a total of five characters are required, such as "O", the user can specify the remaining five characters.
It is good to When the number of characters per line is specified to be eight, “dollar”, “JGB”, “Nikkei:” and the like may be used. Although only the procedure for customizing the text is described above, the number of characters in the subject and the like can be specified by using the same procedure.

Next, a detailed operation of the investment information distribution system according to FIG. 1 will be described. FIG. 7 is a flowchart showing the process of joining and leaving a user by the data update server. In order to obtain various types of investment information using the system shown in FIG. 1, a user must first register as a member. That is, the user accesses the information provider equipment 3 using the terminal 1 and performs a predetermined enrollment process online (steps 101 and 102). The enrollment process is performed by the data update server 5, the screen shown in FIG. 2 is displayed on the terminal 1, and the member registration is performed. The registered user information is stored in the member information DB 8. Also,
Similarly, the unsubscribe process is performed online (step 10).
3), the personal information of the withdrawn member is deleted from the member information DB8.

FIG. 8 is a flowchart showing the registration processing of the distribution request information by the data update server. Each user can arbitrarily register desired distribution information by accessing the information provider equipment 3. That is, the data update server 5 displays the screen 1b shown in FIG. 3 on the user terminal 1, and the user updates the displayed button 1b-
Desired information can be set only by selecting 1 to 1b-7. The registered distribution request information is distribution information attribute D.
Registered in B9 (step 201). In addition, the distribution information attribute of the cache DB 202 is updated in order to shorten the search time when distributing the investment information.

FIG. 9 is a flowchart showing a process of receiving market price information by the event server and a process of searching for the presence or absence of a distribution request for the received information. Upon receiving the market price information, the event server 6 adds the information to the market price information DB 9 together with the time information (step 3).
01, 302). Here, the product name of the received market price information is represented by △△, and the price is represented by ○. After that, the event server 6 searches the cache DB 10 to check the presence or absence of a user who wants to receive the received market price information. That is, the presence / absence of the product に in the information distribution event in the cache DB 10 is checked, and if found, it is checked whether the condition is ○ (step 303). as a result,
If there is an information distribution event and conditions that match the received market price information in the cache DB 10, there is a user who wants to distribute this market price information. Send a distribution request. The event server 6 receives the time, market transaction start information, and market transaction end information, and searches for the presence or absence of a distribution request for the received information (FIG. 10).
The process of receiving a research report by the event server and the process of searching for the presence / absence of a distribution request for the received information (FIG. 11) are also performed in the same manner as in FIG.

FIG. 12 is a flowchart showing the information distribution processing by the information distribution server. Information distribution server 7
Receives the information distribution event and the distribution request from the event server 6, initializes a predetermined index i to “0” (steps 601 and 602). Then, the distribution information attribute DB 9 is searched to determine whether or not a record corresponding to the event □□ is present in the distribution information attribute DB 9 (step 603). If there is, an e-mail is created based on the distribution information attribute of the record and transmitted to the set mail address (steps 604 and 60).
5). When the customization information DB 14 has settings for the number of characters per line, the total number of characters, and the total number of lines, an e-mail is created in a form based on these settings. After that, the index i is incremented by “1”, and then all records in the distribution information attribute DB 9 are searched.

Next, a display example of an e-mail received by the terminal 1 will be described. FIG. 13 is a plan view showing a display example of price information displayed on a user terminal. FIG. 7A shows the value of the Nikkei 225 at the start of the Tokyo pre-sale transaction as market price information. In the subject, "Tokyo trade start, Nikkei 225 = 17532" is displayed, and only "Nikkei 225 = 17532" is displayed in the text. In this case, the information desired by the user can be known only by looking at the subject.

FIG. 7B shows the exchange rate (dollar yen) at 14:00 in Tokyo + Nikkei 225 as market price information. The subject line is “14:00, dollar yen = 1
08.52, Nikkei 225 = 18101 "is displayed, and the text includes" dollar yen = 108.52 "and" Nikkei 225 = 18101 ".
101 "is displayed. Also in this case, the information content can be known only by looking at the subject.

FIG. 3C shows the exchange rate (dollar yen) at 20:00 in Tokyo + Nikkei 225 + Japanese government bonds (10 years) as market price information. The subject is "2
0:00, 108.52, 18101, 1.80 ", and the text includes" dollar yen = 108.52 "and" Nikkei 2
25 = 18101 "and" 10-year government bond = 1.80% "are displayed. In this case, at 20:00 in Tokyo, since the transaction has already been completed, the value of Nikkei 225 indicates the closing price of the day. That is, when the delivery time outside the transaction time is set, the latest closing price will be sent. In this case, since only the numerical value is described in the subject and the description of the product name such as “dollar yen” is omitted, the number of characters of the mail text can be reduced.

FIGS. 14 (a) to 14 (c) and FIG. 15 (d)
It is a top view showing the example of a display of the research report displayed on the user terminal. FIG. 14A shows a case in which the report update + URL is distributed. In the figure,
The body of the text indicates that the report is to be updated and the URL indicating the location where the body of the report is stored. By notifying only that the report has been updated, the mail text can be shortened, which is effective when the number of characters that can be displayed on the terminal of the user is limited as in a mobile phone.

FIG. 14B shows a summary of the report + URL.
Is shown. In the figure, the URL of the summary of the report and the location where the text is stored are described in the text. In this case as well, the mail text can be shortened similarly to the above, which is effective when transmitting to a mobile phone or the like.

FIG. 14C shows the summary of the report and the U
The case where RLs are distributed by separate mails will be described. In the figure, the report summary and the URL are delivered by separate mails. When the present invention is applied to an information providing service such as NTT DOCOMO's i-mode (product name), the number of receivable characters of a mobile phone is limited to about 250 characters, and therefore, a case where a summary of more characters is to be distributed It is effective for In addition, the full text of the report can be accessed by referring to the URL sent separately.

FIG. 15D shows the full text of the report + URL.
Is shown. In the figure, the full text of the report is described in the text, and the URL is also described at the end. In the case where there is no restriction on the number of characters to be displayed, such as a desktop PC, this form has the largest amount of information and is suitable for the convenience of the user.

In the above, an example in which investment information is distributed by e-mail has been described, but the present invention is not limited to this. For example, distribution may be performed using a pager, a facsimile, or the like. Further, the investment information handled in the present invention can be applied to all financial information such as information on stock transactions, foreign exchange transactions, receivable transactions, futures transactions, or research reports created based on these information.

[0045]

As described above, according to the present invention, investment information is distributed based on an event that occurs according to a time such as the start of a transaction in a market, the end of a transaction, or a time designated by a user. This information can be notified to the user almost simultaneously with the determination of the closing price. Further, it is possible to register desired contents of distribution for each user, to receive distribution of only necessary information, and to improve convenience of users for stock transactions and the like as compared with the related art. Furthermore, by notifying the user of the update of the research report and arbitrarily delivering the URL where the report is located and the summary of the report according to the user's specification, the number of characters and the number of lines of the e-mail can be adjusted as appropriate. It is suitable when the number of characters to be received and the number of characters to be displayed are limited as in the above.

[Brief description of the drawings]

FIG. 1 is a block diagram showing one embodiment of the present invention.

FIG. 2 is a plan view showing a user registration screen.

FIG. 3 is a plan view showing a selection screen for desired distribution information and desired distribution timing (information distribution event).

FIG. 4 is a plan view showing a received mail customization setting screen.

FIG. 5 is a plan view showing a setting example of customized information creation (when the number of characters is 10).

FIG. 6 is a plan view showing a setting example of customized information creation (when the number of characters is eight).

FIG. 7 is a flowchart showing a joining and leaving process by the data update server.

FIG. 8 is a flowchart showing a registration process of distribution desired information by the data update server.

FIG. 9 is a flowchart showing a process of receiving market price information by the event server and a process of searching for the presence or absence of a distribution request for the received information.

FIG. 10 is a flowchart illustrating a process of receiving time, market transaction start information, and market transaction end information by the event server, and a process of searching for a distribution request of the received information.

FIG. 11 is a flowchart showing a process of receiving a research report by the event server and a process of searching for the presence / absence of a distribution request for the received information.

FIG. 12 is a flowchart illustrating an information distribution process performed by an information distribution server.

FIG. 13 is a plan view showing a display example of price information displayed on the user terminal.

FIG. 14 is a plan view showing a display example of a research report displayed on the user terminal.

FIG. 15 is a plan view showing a display example of a research report displayed on the user terminal.

[Explanation of symbols]

1 ... terminal, 1a ... screen, 1a-1 to 1a-3 ... input fields,
1b ... Screen, 1b-1 to 1b-7 ... Selection button, 1c ...
Screen, 1c-1 to 1c-7 ... selection button, 1d ... screen,
1d-1 to 1d-7: selection button, 1f: screen, 1f-
1, 1f-2: selection button, 1g: screen, 1g-1 to 1
g-2 ... selection button, 1h-1j ... screen, 1h-1,1
i-1, 1j-1 ... input fields, 1h-1, 1h-2 ... selection buttons, 1k ... screen, 1k-1 to 1k-3 ... input fields, 2
... Internet, 3 ... Information provider equipment, 4 ... Web server, 5 ... Data update server, 6 ... Event server, 7
... information distribution server, 8 ... member information DB, 9 ... distribution information attribute DB, 10 ... cash DB, 11 ... market price information D
B, 12: Report DB, 13: Bus, 14: Customization information DB.

Claims (7)

[Claims] In a method of collecting various types of investment information on the center side and distributing the collected investment information to users registered in the center in advance, a method for distributing investment information desired by each user is provided. The type and the type of event specified by each user and occurring according to the time are registered in a predetermined database, and when new investment information is collected on the center side, the database is searched for. A method for distributing investment information, comprising specifying a user who desires distribution of investment information, and distributing the investment information to the specified user according to occurrence of an event registered in the database. 2. The investment information distribution method according to claim 1, wherein the event that occurs in accordance with the time is one of a start of a transaction, an end of a transaction, or a time designated by the user. And investment information distribution method. 3. The investment information distribution method according to claim 1, wherein at least one of the number of characters per line, the total number of characters, and the total number of lines of the investment information when distributed from the center to the user. One is an investment information distribution method characterized in that it can be regulated by the user. 4. The investment information distribution method according to claim 1, wherein the investment information is information on stock transactions, foreign exchange transactions, receivable transactions, futures transactions, or a research report created based on these information. A method for distributing investment information, the method comprising: 5. A method for collecting various types of investment information on the center side and distributing the collected investment information to users registered in the center in advance, wherein each user obtains investment information desired to be distributed. When the type is registered in the first database and new investment information is collected on the center side, the investment information is registered in the second database and the investment information is searched by searching the first database. Identify the user who wants the distribution of the investment information, and inform the identified user of the update of the investment information, the URL indicating the location of the investment information, the summary of the investment information, or the full text of the investment information. A method for distributing investment information, comprising distributing at least one of them. 6. A system for collecting various types of investment information on the center side and distributing the collected investment information to users registered in the center in advance. Registration means for registering a type and an event type specified by each user and occurring in accordance with time in a predetermined database; and when new investment information is collected on the center side, the database is searched. Means for specifying a user who wishes to distribute the investment information, and distribution means for distributing the investment information to the specified user in response to the occurrence of an event registered in the database. An investment information distribution system characterized by comprising: 7. A system for collecting various types of investment information on the center side and distributing the collected investment information to users registered in the center in advance. Registration means for registering the type in the first database; and when new investment information is collected on the center side, the investment information is registered in the second database and the first database is searched. Specifying means for specifying a user who wants to distribute the investment information; and notifying the specified user of the update of the investment information, a URL indicating the location of the investment information, a summary of the investment information, or A distribution unit for distributing at least one of the full text of the investment information.