JP2003006437A - System and method for providing stock certificate information, and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To send information regarding stock certificate issue at a proper timing to a customer. SOLUTION: A stock certificate information providing system 20 is equipped with a customer DB 110 which stores customer terminal specification information specifying a customer terminal to be provided with information, a provided information DB 130 which stores pieces of information while making them correspond to periods, a period recognition part 195 which recognizes the current period, an information selection part 230 which selects information to be provided at present from the provided information DB, and a transmission part 240 which sends the information selected by the information selection part 230 to the customer terminal 30 specified by the customer terminal specification information stored in the customer DB 110.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a securities information providing system, securities information providing method and program. In particular, the present invention relates to a securities information providing system, a securities information providing method, and a program for providing a customer with information regarding securities issuance.

[0002]

2. Description of the Related Art With the development of financial markets, there are increasing opportunities for companies to issue stocks and bonds, and for governments to issue government bonds. Newsletters and other advertisements may include announcements regarding stock offerings through the book building method. In this advertisement section, for example, information such as a book building period, a condition determination date, an application period, and a delivery date is posted.

[0003]

[Problems to be Solved by the Invention] The importance of individual investors as buyers of securities such as stocks, corporate bonds, and government bonds is increasing. It is desirable to provide appropriate information at appropriate times to customers such as individual investors who purchase securities.

Therefore, an object of the present invention is to provide a securities information providing system, a securities information providing method and a program capable of solving the above problems. This object is achieved by a combination of features described in independent claims of the invention. The dependent claims define further advantageous specific examples of the present invention.

[0005]

That is, according to the first aspect of the present invention, there is provided a securities information providing system for providing information relating to the issuance of securities, and the customer terminal specifying information for specifying a customer terminal to which the information is to be provided. A customer information storage unit that stores
A provision information storage unit that stores a plurality of information, a provision time table that correlates a plurality of information for each time period to be provided, a time recognition unit that recognizes the current time, a recognition result of the time recognition unit, and a provision time table Using the information selection unit for selecting the information to be provided from the provision information storage unit, and the customer terminal specifying the information selected by the information selection unit by the customer terminal identification information stored in the customer information storage unit. There is provided a securities information providing system comprising:

The securities information providing system further comprises a registration receiving section for receiving terminal specifying information from outside for registration, and a reception time recognizing section for recognizing the reception time of the terminal specifying information. The terminal specifying information may be stored together with the reception time. In this case, an input screen providing unit that provides a screen for inputting the terminal identification information to an external terminal via the Internet is further provided, and the reception time recognition unit is used when accessing the input screen providing unit, U that associates different URLs to the notification time
The reception time may be recognized by using the URL and the URL table that are used when an external terminal has an access and have an RL table. The information selection unit may change the information to be selected based on the reception time. An input screen providing unit that provides a screen for inputting the terminal identification information to an external terminal via the Internet, and a plurality of Us that are used when accessing the input screen providing unit and are different from each other depending on the notification medium.
A URL table that associates the RL with a notification medium, and a medium recognition unit that recognizes the notification medium that is the starting point of the access by using the URL and the URL table used when the external terminal accesses. In this case, the medium recognition unit may further include a number-of-times recognition unit that counts the number of times the medium has been recognized by each medium. Further, in this case, the securities information providing system provides information on a plurality of securities, and the service information table that associates the service notification information indicating that the information related to the services associated with the purchase of securities with the securities issuance is notified with the securities. And a classifying unit that classifies the aggregated values of a plurality of securities according to the presence or absence of service notification information using a service information table. In addition, a price calculation unit that calculates the recommended issue price of the security may be further provided by using the total value obtained by the number recognition unit.
The notification medium is capable of counting the number of circulations, and is a ratio that calculates the ratio of the number storage unit that stores the number of circulations of the notification medium and the count value by the number recognition unit to the number of circulations stored in the number storage unit. The calculator may further include a calculator and a price calculator that calculates the recommended issue price of the security using the ratio calculated by the ratio calculator. The securities information providing system provides information about a plurality of securities, the customer information storage unit stores each of the plurality of securities in association with customer terminal specifying information, and further stores the securities and the attributes of the securities. Using the associated attribute table and the attribute table, another security having the same attribute as the one security is selected, and the customer terminal identification information stored corresponding to the other security is associated with the one security. A customer diversion unit for registering as customer terminal specifying information may be provided. In this case, the customer information storage unit further stores the purchase information, which is information indicating whether or not the customer corresponding to the customer terminal has purchased the securities, in association with the customer terminal specifying information, and the customer diversion unit purchases the purchase information. The customer terminal identification information of a customer who is determined to have purchased another securities based on the information may be recognized as the customer terminal identification information corresponding to one securities. Further, the customer information storage unit further stores the purchase information, which is information indicating whether or not the customer corresponding to the customer terminal has purchased the securities, in association with the customer terminal specifying information, and the customer diversion unit stores the purchase information. Therefore, the customer terminal specifying information of the customer who is determined not to purchase another security may be recognized as the customer terminal specifying information corresponding to one security. Further, the attribute table may use information on services associated with purchase of securities as attributes of the securities. The customer information storage unit further stores the customer detailed information in association with the customer terminal identification information, and the information selection unit,
Further, the detailed information of the customer may be used to select the information to be provided to the customer. In this case, the customer information storage is
As the detailed information, the fund information which is the information for estimating the customer's fund is stored, and further, the expected price of the security is acquired from the outside, the fund information is acquired from the customer information storage unit, and the fund estimated by the fund information is acquired. May include a customer selection unit that selects a customer whose price is higher than the expected price, and the transmission unit may transmit specific information to the customer terminal of the customer selected by the customer selection unit. In addition, the customer information storage unit stores, as detailed information, trading attribute specifying information that specifies the attributes of securities that the customer has traded in the past, and further acquires the attributes of the securities from outside and sells them from the customer information storage unit. The customer selection unit that acquires the attribute specifying information and selects the customer whose attribute estimated by the trading attribute specifying information matches the attribute of the securities is provided to the customer terminal of the customer selected by the customer selecting unit. On the other hand, specific information may be selected. Further, when the security is a stock certificate, the customer information storage unit stores information specifying the floating number of the stock certificate as the trading attribute specifying information and the attribute of the security, and the customer selecting unit stores the floating number within a certain range. The matching customer may be selected, or the customer information storage unit may specify the business type of the issuer of the stock certificate as the trading attribute specifying information and the attribute of the securities. In addition, the customer information storage unit stores, as the trading attribute identification information and the information that identifies the price fluctuation rate of the securities as the attributes of the securities, the customer selection unit identifies the customers whose price fluctuation rates are consistent within a certain range. You may choose. In addition, the customer information storage unit stores information regarding services associated with purchase of securities as the trading attribute specifying information and the attributes of securities, and the customer addition unit selects a customer who has common information regarding services. Good. The customer information storage unit stores, as detailed information, sale information indicating that the customer has sold the securities within a predetermined period, and the information selection unit identifies the customer associated with the sale information. Information may be selected. The customer information storage unit stores, as detailed information, trading history information indicating the trading history of past securities by the customer, and further,
It has a customer selection unit that selects customers who can judge that the sales history has not been performed for a predetermined period based on the sales history information. The information selection unit selects specific information for the customers selected in the customer selection unit. You may. The customer information storage is
As the detailed information, the securities held by the customer and the securities holding information indicating the acquisition price thereof are stored, and further, the current price of the securities is acquired from the outside, and the current price and the securities holding information are used,
An unrealized gain calculation unit that calculates unrealized gains related to the customer's securities,
The information selection unit includes a customer selection unit that selects customers whose unrealized gains calculated by the unrealized gain calculation unit are equal to or greater than a certain value, and the information selection unit
Specific information may be selected. The customer information storage unit stores, as detailed information, the securities held by the customer and the redemption period thereof, and further includes a customer selection unit for selecting a customer holding the securities whose redemption period is within a certain period. May select specific information for the customer selected by the customer selection unit. Using the customer candidate information storage unit that stores detailed information of customer candidates who can be customers and customer terminal identification information, and the detailed information of the customer candidate storage unit, select the customer terminal identification information of the customer to be provided information from the customer candidates It may further include a customer adding unit for adding to the customer information storage unit. In this case, the customer candidate information storage unit stores, as detailed information, fund information that is information for estimating the customer's fund, and the customer addition unit acquires the expected price of the securities from the outside and also from the customer information storage unit. The fund information may be acquired, and the customer terminal identification information of the customer whose fund estimated by the fund information is larger than the expected price may be selected and added. In addition, the customer candidate information storage unit stores, as detailed information, trading attribute specifying information that specifies the attributes of securities that the customer has traded in the past, and the customer addition unit acquires the attributes of the issued securities from the outside. Alternatively, the trading attribute specifying information may be acquired from the customer information storage unit, and the customer terminal identification information of the customer whose attribute estimated by the trading attribute specifying information matches the attribute of the security may be selected and added. Further, when the security is a stock certificate, the customer candidate information storage unit stores information specifying the floating number of the stock certificate as trading attribute specifying information and the attribute of the security, and the customer addition unit stores the floating number within a certain range. The customer terminal identification information of the matching customer may be added. Further, the customer candidate information storage unit may store, as the trade attribute specifying information and the attribute of the security, information that specifies the type of business of the issuer of the security. The customer candidate information storage unit stores information specifying the price fluctuation rate of the security as the trading attribute specifying information and the security attribute, and the customer addition section stores the customers of the customers whose price fluctuation rates match with each other within a certain range. The terminal identification information may be selected and added. The information relating to services associated with the purchase of securities is stored as the trading attribute specifying information and the attributes of securities, and the customer addition unit selects and adds customer terminal identification information of customers who have commonality to information regarding services. Good. The customer candidate information storage unit stores, as detailed information, sale information indicating that the customer has sold the securities within a predetermined period, and the information selection unit stores the customer terminal of the customer associated with the sale information. The identification information may be selected and added. The customer candidate information storage unit is, as detailed information, trading history information indicating a trading history of past securities by the customer,
The customer addition unit may select and add customer terminal identification information of a customer who can determine that he / she has not traded for a predetermined period of time based on the sales history information. The customer candidate information storage unit stores, as detailed information, the securities held by the customer and the securities holding information indicating the acquisition price thereof, and the customer addition unit acquires the current price of the securities from the outside, and the current price and the securities holding information. May be used to calculate the unrealized gain related to the customer's securities, and the customer terminal identification information of the customer whose calculated unrealized gain is a certain value or more may be selected and added. The customer candidate information storage unit stores, as detailed information, the securities held by the customer and the redemption period thereof,
The customer addition unit may select and add the customer terminal identification information of the customer who holds the securities whose redemption period is within a certain period. The transmitting unit causes the customer terminal to display, together with the information, a screen for confirming the desire to acquire the information to be provided at a later time, and further, the request for the information to be provided at a later time from the customer terminal,
It further comprises a desired receiving unit that receives the information in association with the information specifying the customer terminal, and the transmitting unit transmits the information that should be provided at a later time to the customer terminal for which the desired receiving unit did not receive the request. You don't have to. The transmitting unit displays a screen for confirming the desire to acquire information to be provided at a later time on the customer terminal together with the information, and further specifies that the customer terminal rejects the information to be provided at a later time from the customer terminal. Further, the transmission unit may not transmit the information to be provided at a later time to the customer terminal for which the desired reception unit has received the refusal.

A second aspect of the present invention is to provide securities information providing information about securities issuance using a customer information storage unit for storing customer terminal identification information for identifying a customer terminal to which information about securities issuance is to be provided. The system is a provision information storage unit that stores a plurality of information, a provision time table that correlates a plurality of information for each time period to be provided, a time recognition unit that recognizes the current time, and a recognition of the time recognition unit. Using the result and provision time table, the information selection unit that selects the information to be currently provided from the provision information storage unit, and the information selected by the information selection unit by the customer terminal identification information stored in the customer information storage unit. A securities information providing system, comprising: a transmitting unit for transmitting to a specified customer terminal.

A third aspect of the present invention is a method for providing information regarding securities issuance, which stores customer terminal specifying information for specifying a customer terminal to which information is to be provided and a plurality of pieces of information, In a computer system, a plurality of pieces of information are associated with each other at each time when they should be provided,
The computer system recognizes the current time, the computer system uses the recognition result of the current time to select the information to be provided now,
And a step of transmitting the selected information to the customer terminal specified by the stored customer terminal specifying information, the securities information providing method. A fourth mode of the present invention stores customer terminal specifying information and a plurality of pieces of information for specifying a customer terminal to which information regarding securities issuance is to be provided, and has a table for associating the plurality of pieces of information with each time to provide the information. A program that operates in a computer system and provides information about securities issuance, and a time recognition module that recognizes the current time, and an information selection module that selects the information that should be currently provided using the recognition result of the time recognition module. And a transmission module for transmitting the information selected by the information selection module to the customer terminal identified by the customer terminal identification information stored in the customer information storage unit.

The above summary of the invention does not enumerate all the necessary features of the present invention, and sub-combinations of these feature groups can also be the invention.

[0010]

BEST MODE FOR CARRYING OUT THE INVENTION Hereinafter, the present invention will be described through embodiments of the invention, but the embodiments do not limit the claimed invention, and all combinations of the features described in the embodiments Is not always essential to the solution of the invention.

(First Embodiment) FIG. 1 shows a first embodiment of the present invention.
It is a figure which shows the use environment of the securities information provision system 20 which is embodiment of this. The securities information providing system 20 is connected to a plurality of customer terminals 30 via a communication network 10 such as the Internet. The securities information providing system 20 includes stocks, corporate bonds,
When newly issued securities such as government bonds, that is, new securities, relevant information is provided to the customer terminal 30. The securities information providing system 20 includes a customer terminal 30 to which information is to be provided.
And stores a plurality of pieces of information to be provided in association with the time to be provided. Then, the securities information providing system 20 recognizes the current time, selects the information to be provided now, and transmits the selected information to the customer terminal 30 specified by the stored customer terminal specifying information. That is, the securities information providing system 20 is a system for providing appropriate information at an appropriate timing to a customer terminal 30 which is a terminal of a customer such as an individual investor. The period in the securities information providing system 20 is defined corresponding to the stage of the securities issuing procedure, for example.
Here, the period is divided into, for example, after the issuance of the securities, after the provision of the provisional conditions, after the final determination of the issuance conditions, after the issuance of the securities, etc.

FIG. 2 is a diagram showing an example of the configuration of the securities information providing system 20. The securities information providing system 20
As a database, a customer database 110, a customer candidate database 120, a provision information database 130,
And a securities database 140. Further, the securities information providing system 20 includes the input screen providing unit 1 as a functional unit.
50, reception unit 160, reception timing recognition unit 170, customer addition unit 180, customer diversion unit 190, timing recognition unit 195, customer selection unit 200, unrealized profit calculation unit 210, information selection unit 23
0, and a transmitter 240. Customer database 11
Reference numeral 0 is an example of a customer information storage unit according to the present invention. The customer candidate database 120 is an example of a customer candidate storage unit according to the present invention. The provision information database 130 is an example of the provision information storage unit and the provision time table according to the present invention. The reception unit 160 is an example of a registration reception unit, a wish reception unit, and a rejection reception unit according to the present invention. Here, some databases may be provided in a server different from other databases. Moreover, you may mount a part of functional part in a computer different from another functional part.

The customer database 110 stores predetermined information about registered customers. FIG. 3 is a diagram showing an example of the data structure of the customer database 110. In this example, the customer database 110 has a table for each customer. Each table has a customer ID field, a customer name field, a mail address field, an address field, a surplus fund field, a new securities field, and a trading information field. The customer ID field is
Stores the customer ID. The customer name field stores the customer name. The mail address field stores a mail address, which is an example of customer terminal identification information. The address field stores the customer's address. The surplus fund field stores the amount of surplus funds of the customer. The new security field further includes a new security name field, a registration time field, an information request field, a purchase field, and the like. The new security name field stores the name of the new security that the customer has registered for information provision. The registration time field stores information that specifies the time when the customer registered for information provision regarding the new security. Here, the information specifying the time is information indicating at which stage in the new securities issuance procedure. The information request field stores information indicating that the customer further desires to provide information regarding the new security. That is, if the customer desires to stop providing information midway, the information request field is updated with information indicating that. The purchase field stores information indicating whether or not the customer has purchased the new security. The trade information field further includes a security name field, an acquisition time field, an acquisition price field, a sale time field, a sale price field, and a redemption deadline field. The securities name field stores the names of securities bought and sold by customers. The acquisition time field stores the time when the customer acquired the security by purchasing it. The acquisition price field stores the acquisition price of the security. The sale time field stores the time when the customer sold the security. The sale price field stores the sale price of the security. The redemption deadline field stores the redemption deadline of the securities when the customer holds the securities with the redemption deadline such as government bonds. Note that instead of storing the names such as the securities names, information for specifying them, such as the securities ID or the issue code, may be stored.

Returning to FIG. Customer candidate database 120
Stores certain information about potential future customers. The customer candidate database 120 may be composed of account information of a securities company or the like or an extract thereof. Figure 4
FIG. 6 is a diagram showing an example of the data structure of the customer candidate database 120. In this example, the customer candidate database 1
20 has a table for each customer. Each table includes a customer name field, a mail address field, a surplus fund field, and a trade information field. The trade information field further includes a security name field, an acquisition time field, an acquisition price field, a sale time field, a sale price field, and a redemption deadline field. The information stored in each field is the same as that of the customer database 110, and therefore its explanation is omitted.

Returning to FIG. Provision information database 130
Has a securities information database 132 and a specific information database 134. The provided information database 132 is
The basic information to be transmitted to the customer terminal is stored in association with the provision time. The basic information is information transmitted to all registered customers, or information supposed to be transmitted to all registered customers. The specific information database 134 stores information to be additionally transmitted to a customer who satisfies a specific condition, for each specific condition. The information stored in the provided information database 130 preferably has the same data format. In this case, each piece of information can be easily combined into one piece of information. For example, it becomes possible to write all the information in the mail body.

FIG. 5 is a diagram showing an example of the data structure of the securities information database 132. In this example, the securities information database 132 has a table for each new securities. Each table has a new security name field, an industry field, a price change rate field, a floating number field, a temporary condition field, a service field, and an information field. The new security name field stores the issuer of the security. The industry field stores the industry of the issuer. The price fluctuation rate stores an estimated value of the price fluctuation rate of the security. Here, when the securities are stocks for capital increase, the price fluctuation rate may store the actual value of the market price fluctuation rate. The float field stores the quantity of floating stocks that are floating in the market if the security is a stock. The provisional condition field stores a provisional value of the issue price of the security. The service field stores information about services associated with the purchase of securities. The information field stores different information as information to be provided depending on the registration time and the provision time of the customer. Here, the field that determines the provision time also stores the date when the information should be provided.

FIG. 6 is a diagram showing an example of the data structure of the specific information database 134. In this example, the specific information database 134 stores information to be provided to customers who meet specific conditions for each new security. Here, the specific conditions that the customer must meet are, in this example, that the securities have been sold within a predetermined period of time, that the securities have not been bought and sold for a predetermined period of time, and that the securities have a specified amount of unrealized gains. , Holding a security whose maturity date is within a predetermined period, having a surplus fund of a predetermined amount or more, having an interest in a predetermined industry, having bought or sold a security with a predetermined fluctuation rate, a predetermined There is a commonality in the services associated with securities, such as the purchase and sale of shares with a floating number of The information that should be provided when satisfying each of these conditions is the securities sale field, no trade field, unrealized profitable field, redemption deadline field, fund field, industry field, volatility field, service field, and floating field. Stored in.

Returning to FIG. The securities database 140 is
It stores various types of information about securities that have already been issued.
FIG. 7 is a diagram showing an example of the configuration of the securities database 140. In this example, the securities database 140 has a table for each type and type of business. Each table has a type field, an industry field, a company name field, a floating stock number field, a price fluctuation rate field, a current price field, and a service field. The type field stores information that identifies the type of securities such as stocks and corporate bonds. The industry field stores information that identifies the industry of the company. The company name field stores the name of the company issuing the securities. The floating stock number field stores the number of floating stocks if the security is a stock. The price volatility field stores information that identifies the price volatility of a security in the market. The current price field stores the current price of the security on the market. The service field stores information that identifies the service provided by the company to the holder of the securities. Information that identifies the service includes
For example, information on the coupon may be used. As an example, information on a shareholder special benefit ticket of a stock certificate may be used.

Returning to FIG. 2, when the input screen providing section 150 receives a request for an input screen such as a registration screen from the customer terminal 30, it sends the input screen to the customer terminal 30. Further, the input screen providing unit 150 uses the URL (Unifo) used when the customer terminal 30 accesses the securities information providing system 20.
rm Resource Locator)
It is output to the reception time recognition unit 170.

FIG. 8 is a diagram showing an example of the input screen provided by the input screen providing unit 150. In this example, the input screen includes fields for inputting customer terminal specific information such as the customer's name, address, and mail address, and surplus funds. When a financial institution such as a securities company provides information about securities issuance using the securities information providing system 20, an entry field for the financial institution's account number is provided, and when the account number is entered, the account number is entered. The associated customer name and customer address may be automatically entered in the corresponding field on the input screen.

Returning to FIG. The receiving unit 160 uses the customer terminal 3
From 0, the information input by the customer on the input screen displayed on the customer terminal 30 is received. The receiving unit 160 stores the received information in the customer database 110. Further, the receiving unit 160 receives from the customer terminal 30 desired information indicating that the information to be provided at a later time is desired, or
Rejection information indicating that information to be provided at a later time is rejected is received. Then, when the desired information is not received within a predetermined period or when the refusal information is received, the reception unit 160 updates the information desired field of the customer database 110 to indicate that the information is not desired to be provided.

The reception time recognition unit 170 has a URL table 175. FIG. 9 is a diagram showing an example of the data structure of the URL table. The URL table 175 associates a plurality of URLs that access the input screen providing unit 150 with the notification time. Here, URL is TV, newspaper,
Announcements will be made through media that convey information such as magazines. The reception time recognition unit 170 receives the U received from the input screen providing unit 150.
The URL table 175 is inquired of the RL to recognize the time when the URL is announced. That is, the reception time recognition unit 170
Is the URL and URL table 1 used for registration
The reception timing is determined using 75.

Returning to FIG. The customer adding unit 180 selects a customer candidate using the detailed information of the customer candidate stored in the customer candidate database 120 and adds the detailed information of the selected customer candidate to the customer database 110. The information added here includes an email address.

For example, the customer addition unit 180 acquires the price stored in the provisional condition field of the securities information database 132 as the expected price. Then, the expected price is compared with the surplus fund stored in the surplus fund field of the customer candidate database 120, and the customer candidate having the surplus fund larger than the expected price is selected. The customer addition unit 180 adds detailed information of the selected customer candidate to the customer database 110.

Further, the customer adding section 180 uses the securities database 140 to recognize the attributes of the securities stored in the trading information field of the customer candidate database 120 and to identify the attributes of the securities to be issued. Recognize using. Here, the attributes of the securities include types such as corporate bonds and stocks, the type of business of the issuing company, the price fluctuation rate of the securities, information about services associated with the purchase of the securities, and when the securities are stocks, The floating number of is also included. That is, in the present embodiment, the customer addition unit 180 uses the security name as information indicating a floating number, information specifying the type of business of the issuer of the security, and information specifying the price fluctuation rate of the security. Then, the customer addition unit 180
Selects a customer candidate whose securities attributes match, and adds detailed information of the selected customer candidate to the customer database 110. Here, when the attributes of the securities are the floating number of the securities and the price fluctuation rate, it is preferable to determine that they match with a certain width. Further, when the information about the service associated with the purchase of the security is used as the attribute of the security, it is preferable to determine that they match when there is a commonality in the types of services.

Further, the customer addition section 180 selects a customer candidate who has sold the securities within a predetermined period based on the trading information stored in the customer candidate database 120, and detailed information of the selected customer candidate. To the customer database 110. In addition, the customer addition unit 180 selects a customer candidate who has not traded securities for a predetermined period based on the trading information stored in the customer candidate database 120, and detailed information of the selected customer candidate is stored in the customer database. Add to 110. Further, the customer adding unit 180 calculates the unrealized gain of the securities held by the customer based on the trading information stored in the customer candidate database 120 and the current price stored in the securities database 140, and the calculated unrealized gain is A customer candidate having a certain value or more is selected, and detailed information of the selected customer candidate is added to the customer database 110. Further, the customer addition unit 180 acquires the information stored in the redemption deadline field of the customer candidate database 120, selects a customer candidate holding a security whose redemption deadline is within a predetermined period, and details of the selected customer candidate. Information on customer database 1
Add to 10.

The customer diversion unit 190 registers a customer who has registered with respect to information provision of a security as a customer of information provision regarding a security having the same attributes as the security. In the present embodiment, the new securities are provided information database 13
When added to 0, the new security is added on condition that the new security field of the customer database 110 has the same attribute as any of the already stored securities. Specifically, the customer diversion unit 190 selects a security purchased by the customer from the new security field based on the information stored in the purchase field of the new security field, and the new security having the same attribute as the selected security. May only be added to the new security field. In addition, the customer diversion section 19
0 indicates that even if a security selected by the customer is not selected and a new security having the same attribute as the selected security is added to the new security field based on the information stored in the purchase field of the new security field. Good. Also, customer diversion section 1
90 uses the securities information database 132 to recognize the services associated with the new securities stored in the new securities field, and adds the new securities associated with the services having commonality with the recognized services to the new securities field. May be.

The time recognition unit 195 periodically recognizes the current date and outputs the recognition result to the information selection unit 230.

The customer selecting unit 200 receives the designation of the security from the information selecting unit 230, and selects from the customer database 110 the customer terminal to which the information regarding the received security is to be provided. Then, the customer selection unit 200 has the information selection unit 230.
Information to be sent from the customer database 110
The customer terminal specifying information selected from is associated with the received information and is output to the transmitting unit 240.

Further, the customer selecting section 200 acquires the price stored in the provisional condition field of the securities information database 132 as the expected price and compares it with the surplus fund stored in the surplus fund field of the customer database 110, Select customers whose available funds are larger than the expected price. Further, the customer selection unit 200 uses the securities information database 132.
Is used to recognize the attributes of the securities stored in the trade information field of the customer database 110 and the securities information database 132 to recognize the attributes of the issued securities. Here, the attributes of the securities include types such as corporate bonds and stocks, the type of business of the issuing company, the price fluctuation rate of the securities, information about services associated with the purchase of the securities, and when the securities are stocks, The floating number of is also included. That is, in this embodiment, the customer selection unit 200
Uses the security name as information that indicates a floating number, information that identifies the type of industry that issued the securities, and information that identifies the price fluctuation rate of the securities. Then, the customer selection unit 200 selects a customer whose securities have the same attribute. Here, when the attributes of the securities are the floating number of the securities and the price fluctuation rate, it is preferable to determine that they match with a certain width. Further, when the information about the service associated with the purchase of the security is used as the attribute of the security, it is preferable to determine that they match when there is a commonality in the types of services.

Further, the customer selecting section 200 selects a customer who sells the securities within a predetermined period based on the trading information stored in the customer database 110. Further, the customer selection unit 200 selects a customer who has not been trading securities for a predetermined period of time based on the trading information stored in the customer database 110. Further, the customer selection unit 200 receives the unrealized gain of the securities held by the customer from the unrealized profit calculation unit 210, and selects the customer whose received unrealized profit is a certain value or more. In addition, the customer selection unit 200 uses the customer database 1
The information stored in the redemption deadline field 10 is acquired, and the customer who holds the securities whose redemption deadline is within the predetermined period is selected.

The unrealized gain calculating unit 210 calculates the unrealized gain of the securities held by the customer based on the trading information stored in the customer database 110 and the current price stored in the securities database 140, and the customer selecting unit 200. Output to.

The information selection unit 230 receives the current date received from the time recognition unit 195 and the securities information database 1.
Use 32 to see if there is information to provide on the day. If there is information to be provided on the day, that information is selected and output to the customer selection unit 200. In addition, the securities information database 132 stores the securities having the information to be provided on the day.
And outputs to the customer selection unit 200.

Further, the information selecting section 230 is the customer selecting section 2
Information to be specially added and provided to the customer selected as 00 is selected from the specific information database 134. For example, the information providing unit 230 selects the information stored in the fund field of the specific information database 134 for the customer selected by the customer selecting unit 200 when the surplus fund is larger than the expected price, and the customer selecting unit 200 selects the information. Add as data to be output. In addition, the information selection unit 230 provides the information stored in the floating number field, the industry field, and the volatility field to the customer selected by the customer selection unit 200 regarding the floating number, the industry, and the price fluctuation rate of the security, respectively. Select and add. In addition, the information selection unit 230
The customer selection unit 200 selects the information stored in the service field for the customer who is selected as having the common information regarding the services associated with the purchase of securities.
Add as data to be output to. Further, the information selection unit 230 selects the information stored in the securities sale field for the customer selected to sell the securities within the predetermined period, and outputs the data as data to be output to the customer selection unit 200. to add. In addition, the information selection unit 230 selects information stored in the no trade field for a customer who has been selected as not trading securities for a predetermined period, and outputs the data as data to be output to the customer selection unit 200. to add. Further, the information selection unit 230 selects the information stored in the unrealized profit field for the customer who is selected as having the unrealized profit above a certain level, and adds it as data to be output to the customer selection unit 200. In addition, the information selection unit 230
Selects the information stored in the redemption deadline field for a customer selected to hold a security whose redemption deadline is within a predetermined period and adds it as data to be output to the customer selection unit 200.

The transmitting unit 240 receives the customer terminal specifying information and the information to be sent from the customer selecting unit 200, and sends the information to be sent to the customer terminal 30 specified by the customer terminal specifying information by, for example, an email. . Here, the transmission unit 24
0 may include information in the mail body or may be transmitted as an attached file. In addition, when transmitting information, the transmission unit 240 transmits, to the customer terminal 30, a display confirming whether or not information desired to be provided at a later time is desired. Here, a button for transmitting information indicating that the user desires or a button for transmitting information indicating that the user does not desire may be transmitted.

FIG. 10 is a flowchart showing an example of the operation when the securities information providing system 20 registers a new customer terminal 30. First, the customer terminal 30 inputs the URL into the browser (S10) and accesses the securities information providing system 20 (S20). The input screen providing unit 150 of the securities information providing system 20 recognizes the URL used by the customer terminal 30 for access (S3
0), A screen for inputting information required for customer registration is transmitted to the customer terminal 30 (S40). Customer terminal 30
Displays a registration screen (S45), prompts the customer to input information necessary for registration (S50), and transmits the input information to the securities information providing system 20 (S60). The receiving unit 160 of the securities information providing system 20 determines whether to register the customer based on the received information (S70).
When registering, the reception time recognition unit 170 uses the U
Recognize when the RL was announced, that is, when it was received (S
80). Then, the reception unit 160 stores the customer information in the customer database 110 together with the reception time recognized by the reception time recognition unit 170 (S90). Then, the securities information providing system 20 gives a registration completion notification (S10).
0), display the completion of registration on the customer terminal 30 (S11)
0).

FIG. 11 is a flow chart showing an example of the operation when the securities information providing system 20 provides information to the customer terminal 30. First, the information selection unit 230 confirms whether or not there is a security to be currently provided with information (S200). If there is a security for which information is to be provided, the customer selection unit 200 uses the customer database 110 to recognize the customer terminal 30 to which the information is to be transmitted (S210). And the information selection unit 2
30 selects the information to be provided for each customer terminal 30 (S220). Next, the transmission unit 240 transmits the selected information to the customer terminal 30 (S230). Then, when the receiving unit 160 receives, from the customer terminal 30, information indicating that information to be provided later is rejected within a predetermined period (S240), the customer database 110 corresponds to the sender customer terminal 30. The customer's desired information field to be updated is updated (S250).

FIG. 12 is a flowchart showing another example of the operation when the securities information providing system 20 provides information to the customer terminal 30. The operation in this example is substantially the same as the operation in FIG. 11, but the operation after providing information (S230) is different. That is, in this example, the receiving unit 16
0 does not receive from the customer terminal 30 the information that the information to be provided later is desired within the predetermined period (S2
45), in the customer database 110, update the information desired field of the customer corresponding to the customer terminal 30 for which the desired information has not been received (S255).

FIG. 13 is a flow chart showing the details of S220 of FIGS. 11 and 12. In this example, the information selection unit 230 selects information to be provided at that time based on the customer's registration time from the securities information database 132 (S300). Then, the customer's fund information is acquired (S310), and when the customer's surplus fund is larger than the expected price of the security (S320), predetermined information is selected from the specific information database 134 and added (S330). Further, if the securities are stocks (S340) and the customer has bought and sold stocks that match the floating number of the stocks (S3).
60), the information selection unit 230 selects and adds predetermined information from the specific information database 134 (S370). Further, when the customer has traded a security whose business type matches the security in the past (S380), the information selection unit 230 selects and adds predetermined information from the specific information database 134 (S390). If the customer has traded a security whose price fluctuation rate matches the security in question in the past (S400),
The information selection unit 230 selects predetermined information from the specific information database 134 and adds it (S410). If the customer has not bought or sold securities for a predetermined period (S42).
0), the information selection unit 230 selects and adds predetermined information from the specific information database 134 (S430). In addition, the unrealized gain calculating unit 210 calculates the unrealized gain of the securities the customer has (S440). When the unrealized profit is equal to or more than a certain value (S450), the information selection unit 230 selects and adds predetermined information from the specific information database 134 (S46).
0). In addition, when the customer has a security with a fixed maturity period (S470), the information selection unit 230
Select from the specific information database 134 and add (S
480).

FIG. 14 shows a securities information providing system 20,
It is a flow chart which shows an example of operation at the time of newly registering the security which should provide information. First, when a new security is registered in the provision information database 130 and the URL table 175 (S500), the customer addition unit 180 and the customer diversion unit 190 acquire information about the security from the security database 140 (S510). Then, the customer addition unit 180 selects a customer to be added from the customer candidate database 120 and adds it to the customer database 110 (S).
520). In addition, the customer diversion unit 190 diverts the customer as a customer of the new security by adding the new security to the table of a predetermined customer of the customer database 110 as a security to be provided to the customer. And register (S530).

FIG. 15 is a flowchart showing a detailed example of S520 of FIG. The customer addition unit 180 selects, from the customer candidate database 120, a customer candidate that is larger than the expected price of the security issued by the surplus fund (S600). If the securities to be issued are stocks, the customer candidates who have traded the stocks having the floating number of the stocks in the past are selected from the customer candidate database 120 (S610). Further, the customer candidates who have traded the securities whose industry matches the issued securities are selected from the customer candidate database 120 (S620). Further, the customer candidate who has traded the security whose price fluctuation rate matches the issued security is selected from the customer candidate database 120 (S630). Further, the customer candidates who have sold the securities within the predetermined period are selected from the customer candidate database 120 (S640). Also,
Customer candidates who have not traded securities for a predetermined period are selected from the customer candidate database 120 (S650). Also,
The unrealized gain on the securities of the customer is calculated (S660). A customer whose unrealized profit is a certain value or more is selected from the customer candidate database 120 (S670). Further, the customer holding the securities whose redemption period is within a certain period is selected from the customer candidate database 120 (S680). In addition, a service associated with a security is a customer candidate database 1 for customers who have been trading other securities that are common or similar to the security issued.
Select from 20 (S690). Then, the information on the customer candidate selected in each step is extracted from the customer candidate database 120 and stored in the customer database 110, thereby adding as a customer (S700).

FIG. 16 is a flowchart showing a detailed example of S530 in FIG. The customer diversion unit 190 selects, from the customer database 110, a customer who has purchased another newly issued security (S800), and also among the newly issued other securities, regarding a security having a common industry type. A registered customer is selected (S810). Then, the selected customer is registered as a customer of the securities (S
820).

FIG. 17 is a flowchart showing another detailed example of S530 in FIG. The customer diversion unit 190 selects, from the customer database 110, a customer who has not purchased another newly issued security (S805) and, regarding the newly issued securities, regarding a security having a common industry type. Select the registered customer (S81
0). Then, the selected customer is registered as a customer of the securities (S820).

Therefore, by using the securities information providing system 20, it is possible to transmit the information regarding the securities issuance to an appropriate customer at an appropriate timing. Also,
Appropriate information can be selected and sent according to the customer's attributes.

FIG. 18 shows an example of the hardware configuration of the securities information providing system 20. Securities information provision system 2
0 is a computer system, which includes a CPU 700,
A ROM 702, a RAM 704, and a communication interface 706 are provided. The CPU 700 operates based on the programs stored in the ROM 702 and the RAM 704. The communication interface 706 communicates with the outside via a communication network such as the Internet. A hard disk drive 710, which is an example of a storage device, stores setting information and a program for operating the CPU 700.

The floppy (registered trademark) disk drive 712 reads data or a program from the floppy disk 714 and provides it to the CPU 700. CD-R
The OM drive 716 reads data or programs from the CD-ROM 718 and provides them to the CPU 700. The communication interface 706 connects to the communication network 10 to send and receive data.

The software executed by the CPU 700 is
Floppy disk (trademark) 714 or CD-ROM
It is stored in a recording medium such as 718 and provided to the user.
The software stored in the recording medium may be compressed or uncompressed. The software is installed on the hard disk drive 710 from the recording medium, and RA
It is read by M704 and executed by the CPU 700.

The software stored in the recording medium and provided, that is, the software installed in the hard disk drive 710, includes an input screen providing module, a reception time recognition module, a reception module, a customer addition module, a customer diversion module, and a time recognition module. , An information selection module, an unrealized profit calculation module, a securities selection module, a customer selection module, and a transmission module. The processing performed by each of these modules for the computer to cause the CPU 700 to perform is the same as the function and operation of the corresponding member in the securities information providing system 20 according to the present embodiment, and thus the description thereof is omitted. A floppy disk 714 or a CD-ROM 718 as an example of a recording medium shown in FIG. 18 stores some or all functions of the operation of the securities information providing system 20 in all the embodiments described in the present application. can do.

These programs are read directly from the recording medium.
It may be read out to the AM and executed, or once installed in the hard disk drive and then read out to the RAM and executed. Furthermore, the program may be stored in a single recording medium or a plurality of recording media. Further, the modules stored in the recording medium may provide each function in cooperation with the operating system. For example, the operating system may be requested to perform some or all of the functions, and the functions may be provided based on the response from the operating system.

As the recording medium, a floppy disk,
In addition to CD-ROM, optical recording media such as DVD, MD
And the like, a magneto-optical recording medium such as a PD, a tape medium, a magnetic recording medium, a semiconductor memory such as an IC card and a miniature card, and the like can be used. A storage device such as a hard disk or a RAM provided in a server system connected to a dedicated communication network or a communication network may be used as a recording medium to provide the program to the securities information providing system 20 via the communication network. Such a recording medium is used only for manufacturing the securities information providing system 20, and the manufacture and sale of such recording medium as a business constitutes infringement of the patent right based on the present application. That is clear.

(Second Embodiment) FIG. 19 shows the configuration of a securities information providing system 22 according to a second embodiment of the present invention. The securities information providing system 22 includes a customer database 110 and a customer candidate database 1 as databases.
20, a provision information database 130, a securities database 140, and a medium database 250. Further, the securities information providing system 22 has, as functional units, an input screen providing unit 150, a receiving unit 160, a customer adding unit 180, a customer diversion unit 190, a time recognizing unit 195, a customer selecting unit 200, an unrealized profit calculating unit 210, and information selecting. Part 230,
A transmission unit 240, a medium recognition unit 260, a number of times recognition unit 270,
Ratio calculation unit 280, price calculation unit 290, and classification unit 30
Equipped with 0. That is, the securities information providing system 22
The point that the reception time recognition unit 170 is not provided, and the medium database 250, the medium recognition unit 260, the number of times recognition unit 270
Ratio calculation unit 280, price calculation unit 290, and classification unit 30
It is different from the securities information providing system 20 in that it is provided with 0. The usage environment is also substantially the same as that of the securities information providing system 22. The differences from the securities information providing system 20 will be mainly described below. The medium database 250 is an example of a service information table and a copy number storage unit according to the present invention. Here, some databases may be provided in a server different from other databases. In addition, a part of the functional units may be mounted on a computer different from the other functional units.

The media database 250 includes newspapers, magazines,
It stores various data of information media such as a mail magazine, TV and radio, and the number of customers who have registered by knowing the existence of the securities information providing system 22 via the information media. FIG. 20 shows an example of the data structure of the medium database 250. In this example, the medium database 250 has a table for each information medium. Each table has a medium name field, a number of copies field, and a new securities field. The medium name field stores the name of the medium. The number-of-copies field stores the number of circulation when the medium is capable of counting the number of circulation such as newspapers, magazines, and mail magazines. The new security field further has a security name field, a service field, and an access count field. The securities name field is
The name of the new security for which the provision of information has been announced via the medium is stored. The service field is announced by the medium,
Information indicating the service content associated with the new security, that is, service notification information is stored. The access count field indicates the securities information providing system 2 via the information medium.
The number of customers registered by knowing the existence of 2 is stored for each registration or notification time. The access count field indicates the ratio of the number of registered customers to the number of circulations,
It is stored according to the time of registration or notification.

Returning to FIG. The medium recognition unit 260 is UR
It has an L table 265. FIG. 21 shows an example of the data structure of the URL table 265. URL table 26
5 is a plurality of URs that access the input screen providing unit 150.
Correlate L with its announcement time and medium. The medium recognizing unit 260 inquires the URL received from the input screen providing unit 150 in the URL table 265, recognizes the time when the URL is notified and the medium, and transmits the recognized time to the receiving unit 160. Is output to the number-of-times recognition unit 270. That is, the medium recognition unit 260
URL used in registration and URL table 265
Is used to determine the reception time and the notification medium.

Returning to FIG. The number-of-times recognizing unit 270 uses the access count field of the medium database 250 to
1 is added to the numerical value stored in the column corresponding to the time and medium received from the medium recognition unit 260.

The ratio calculation unit 280 periodically updates the ratio stored in the access count field by using the counts stored in the issue copy count field and the access count field of the medium database 250.

The price calculator 290 externally obtains the scheduled issue price of a new security. And the media database 2
Based on the number of times or the ratio stored in the access count field of 50, the recommended issue price in which the expected issue price is corrected is output to the outside. For example, a security with a high frequency or ratio
Since it can be estimated that the demand is large, the recommended issuance price is set at an amount higher than the planned issuance price. In the opposite case, the demand can be estimated to be small, so the recommended issue price should be less than the planned issue price.

When the classifying unit 300 receives a request from a predetermined time or from the outside, the classification value stored in the medium database 250 in the access count field corresponding to the new security and the security is stored in the service field. Classify based on the stored information. At this time, each numerical value is associated with the information medium. Then, the classification unit 300
Outputs the classification result to the outside.

FIG. 22 is a flow chart showing an example of the operation when the securities information providing system 22 registers a new customer terminal 30. First, the customer terminal 30 inputs the URL into the browser (S910) and accesses the securities information providing system 22 (S920). The input screen providing unit 150 of the securities information providing system 22 recognizes the URL used by the customer terminal 30 for access (S9).
30), a screen for inputting information required for customer registration is transmitted to the customer terminal 30 (S940). Customer terminal 3
0 displays a registration screen (S945), makes a customer input the information required for registration (S950), and transmits the input information to the securities information providing system 22 (S960). The receiving unit 160 of the securities information providing system 22 determines whether to register the customer based on the received information (S9).
70). When registering, the medium recognition unit 260 recognizes the time when the used URL is notified, that is, the reception time, and the notification medium (S980). Then, the receiving unit 16
0 stores the customer information in the customer database 110 together with the reception time recognized by the medium recognition unit 260 (S99).
0). At this time, the number-of-times recognition unit 270 and the ratio calculation unit 280
Updates the medium database 250 (S100
0). After that, the securities information providing system 22 gives a registration completion notification (S1010), and causes the customer terminal 30 to display a registration completion display (S1020).

Therefore, by using the securities information providing system 22, the notice effect of information disclosure can be measured for each medium. Further, the number-of-times recognition unit 270 and the ratio calculation unit 280
It is possible to objectively measure the degree of interest of the customer with respect to the newly issued securities, and thus the price calculation unit 2
With 90, it is possible to calculate the planned issuance price that is more realistic.

The hardware configuration of the securities information providing system 22 is substantially the same as the hardware configuration of the securities information providing system 20 except for the software installed in the hard disk drive 710, and therefore the details are omitted.

The software installed in the hard disk drive 710 is an input screen providing module,
Receiving module, customer addition module, customer diversion module, time recognition module, information selection module, unrealized profit calculation module, securities selection module, customer selection module, transmission module, medium recognition module, number recognition module, ratio calculation module, price calculation module, And a classification module. The processing performed by each of these modules for the computer to cause the CPU 700 to perform is the same as the function and operation of the corresponding member in the securities information providing system 22 in the present embodiment, and therefore the description thereof is omitted. The floppy disk 714 shown in FIG. 18 as an example of the recording medium.
Alternatively, the CD-ROM 718 can store some or all of the functions of the operation of the securities information providing system 22 in all the embodiments described in the present application.

Although the present invention has been described above using the embodiments, the technical scope of the present invention is not limited to the scope described in the above embodiments. Various changes or improvements can be added to the above-described embodiment. It is also possible to include such modifications or improvements in the technical scope of the present invention.
It is clear from the description of the claims.

[0063]

As is apparent from the above description, according to the present invention, it is possible to transmit information relating to securities issuance to a customer at an appropriate timing. Moreover, it is possible to select and transmit appropriate information according to the customer's attribute.

[Brief description of drawings]

FIG. 1 is a diagram showing a usage environment of a securities information providing system 20 according to a first embodiment of the present invention.

FIG. 2 is a diagram showing a configuration of a securities information providing system 20.

FIG. 3 is a diagram showing an example of a data structure of a customer database 110.

FIG. 4 is a diagram showing an example of a data structure of a customer candidate database 120.

5 is a diagram showing an example of a data structure of a securities information database 132. FIG.

6 is a diagram showing an example of a data structure of a specific information database 134. FIG.

FIG. 7 is a diagram showing an example of a configuration of a securities database 140.

8 is a diagram showing an example of an input screen provided by an input screen providing unit 150. FIG.

FIG. 9 is a diagram showing an example of a data structure of a URL table.

FIG. 10 is a flowchart showing an example of an operation when the securities information providing system 20 registers a new customer terminal 30.

FIG. 11 is a flowchart showing an example of an operation when the securities information providing system 20 provides information to the customer terminal 30.

FIG. 12 is a flowchart showing another example of the operation when the securities information providing system 20 provides information to the customer terminal 30.

13 is a flowchart showing details of S220 of FIGS. 11 and 12. FIG.

FIG. 14 is a flowchart showing an example of an operation when a security to be provided with information is newly registered in the security information providing system 20.

FIG. 15 is a flowchart showing details of S520 of FIG.

16 is a flowchart showing a detailed example of S530 in FIG.

FIG. 17 is a flowchart showing another detailed example of S530 in FIG.

FIG. 18 is a diagram showing an example of a hardware configuration of the securities information providing system 20.

FIG. 19 shows a configuration of a securities information providing system 22 according to a second embodiment of the present invention.

20 shows an example of the data structure of the medium database 250. FIG.

FIG. 21 shows an example of the data structure of the URL table 265.

FIG. 22 is a flowchart showing an example of an operation when the securities information providing system 22 registers a new customer terminal 30.

[Explanation of symbols]

20, 22 Securities Information Providing System 110 Customer Database (Customer Information Storage Unit) 120 Customer Candidate Database (Customer Candidate Information Storage Unit) 130 Providing Information Database (Providing Information Storage Unit and Provision Timing Table) 140 Securities Database 150 Input Screen Providing Unit 160 Reception unit (registration reception unit, wish reception unit, and rejection reception unit) 170 reception time recognition unit 175, 265 URL table 180 customer addition unit 190 customer conversion unit 195 time recognition unit 200 customer selection unit 210 unrealized profit calculation unit 230 information selection unit 240 transmission unit 250 medium database (service information table and number storage unit) 260 medium recognition unit 270 number recognition unit 280 ratio calculation unit 290 price calculation unit 300 classification unit

Claims (40)

[Claims] 1. A securities information providing system for providing information relating to securities issuance, comprising: a customer information storage unit for storing customer terminal specifying information for specifying a customer terminal to which the information is to be provided; A provision information storage unit, a provision time table that associates the plurality of pieces of information with each other for each time period to be provided, a time recognition unit that recognizes the current time, a recognition result of the time recognition unit, and the provision time table. By using the information selection unit for selecting the information to be provided from the provision information storage unit, the information selected by the information selection unit is specified by the customer terminal identification information stored in the customer information storage unit. And a transmitting unit for transmitting the information to the customer terminal. 2. A registration receiving unit for externally receiving the terminal specifying information for registration, and a reception time recognizing unit for recognizing a reception time of the terminal specifying information, wherein the customer information storing unit is the The securities information providing system according to claim 1, wherein terminal identification information is stored together with the reception time. 3. An input screen providing unit for providing an external terminal with a screen for inputting the terminal identification information via the Internet, wherein the reception time recognition unit is used when accessing the input screen providing unit. In addition, it has a URL table that associates a plurality of URLs that differ from each other according to the notification time with the notification time, and recognizes the reception time using the URL used when the external terminal accesses and the URL table. The securities information providing system according to claim 2. 4. The information selecting unit changes the information to be selected based on the reception time.
Securities information provision system described in. 5. An input screen providing unit for providing a screen for inputting the terminal specifying information to an external terminal via the Internet, and a plurality of different input mediums used when accessing the input screen providing unit and different from each other depending on a notification medium. A URL table that associates a URL with the notification medium, and a medium recognition unit that recognizes the notification medium that is the starting point of the access using the URL used when the external terminal accesses and the URL table The securities information providing system according to claim 1, wherein: 6. The securities information providing system according to claim 5, further comprising a number recognition unit that counts the number of times the medium recognition unit has recognized the notification medium for each notification medium. 7. The securities information providing system provides the information about a plurality of the securities, and the service notification information indicating that the information about the service incidental to the purchase of the securities is notified together with the issuance of the securities. 7. The service information table associated with, and a classification unit that classifies the aggregated values of the plurality of securities by the presence or absence of the service notification information using the service information table. Securities information provision system. 8. The securities information providing system according to claim 6, further comprising a price calculator that calculates a recommended issue price of the securities using the aggregated value of the number of times recognition unit. 9. The notification medium is capable of counting the number of copies to be issued, a copy number storage unit for storing the number of copies of the notification medium, and the number of times recognition for the copy number stored in the copy number storage unit. 7. The ratio calculation unit for calculating the ratio of aggregated values by the unit, and the price calculation unit for calculating the recommended issue price of the securities by using the ratio by the ratio calculation unit. Securities information providing system. 10. The securities information providing system provides the information regarding a plurality of the securities, and the customer information storage unit stores each of the plurality of securities and the customer terminal specifying information in association with each other. Furthermore, using the attribute table that associates the securities with the attributes of the securities, and using the attribute table, another securities having the same attributes as one of the securities is selected and stored corresponding to the other securities. 2. The securities information providing system according to claim 1, further comprising: a customer diversion unit that registers the registered customer terminal specifying information as the customer terminal specifying information corresponding to the one security. 11. The customer information storage unit further stores purchase information, which is information indicating whether or not a customer corresponding to the customer terminal has purchased the securities, in correspondence with the customer terminal specifying information, 11. The customer diversion unit recognizes customer terminal identification information of a customer who is determined to have purchased the other securities based on the purchase information as customer terminal identification information corresponding to the one securities. Securities information provision system described in. 12. The customer information storage unit further stores purchase information, which is information indicating whether or not a customer corresponding to the customer terminal has purchased the securities, in association with the customer terminal specifying information, The customer diversion unit recognizes customer terminal identification information of a customer who is determined not to purchase the other securities based on the purchase information as customer terminal identification information corresponding to the one securities. Item 10. The securities information providing system according to Item 10. 13. The securities information providing system according to claim 10, wherein the attribute table uses information about services associated with the purchase of the securities as attributes of the securities. 14. The customer information storage unit further stores the detailed information of the customer in association with the customer terminal identification information, and the information selection unit further uses the detailed information of the customer to store the detailed information of the customer. The securities information providing system according to claim 1, wherein the information to be provided to the customer is selected. 15. The customer information storage unit stores, as the detailed information, fund information that is information for estimating the customer's funds, and further acquires an expected price of the securities from the outside, and the customer information. A customer selection unit that acquires the fund information from a storage unit and selects a customer whose fund estimated by the fund information is larger than the expected price; and the transmission unit includes the customer of the customer selected by the customer selection unit. The securities information providing system according to claim 14, wherein specific information is transmitted to the customer terminal. 16. The customer information storage unit stores, as the detailed information, trading attribute specifying information for specifying attributes of securities that the customer has traded in the past, and further obtains attributes of the securities from the outside. , Acquiring the trading attribute specifying information from the customer information storage unit,
An attribute estimated by the trading attribute specifying information includes a customer selecting unit that selects a customer who matches the attribute of the security, the information selecting unit, for the customer terminal of the customer selected by the customer selecting unit, The securities information providing system according to claim 14, wherein specific information is selected. 17. The securities are stock certificates, the customer information storage unit stores the trading attribute specifying information and information specifying a floating number of the stock certificates as attributes of the securities, and the customer selecting unit is The securities information providing system according to claim 16, wherein the customers whose matching floating numbers have a certain width are selected. 18. The securities are stock certificates, and the customer information storage unit stores the trading attribute specifying information and information for specifying a business type of an issuer of the stock certificates as attributes of the securities. The securities information providing system according to claim 16. 19. The customer information storage unit stores, as the trading attribute specifying information and information specifying a price fluctuation rate of the security, as an attribute of the security, the customer selecting section stores the price fluctuation rate at a constant value. 17. The securities information providing system according to claim 16, wherein the matching customers are selected with a range of. 20. The customer information storage unit stores information relating to services associated with the purchase of the securities as the trading attribute specifying information and the attributes of the securities, and the customer adding unit is common to the information relating to the services. The securities information providing system according to claim 16, wherein a customer having a certain property is selected. 21. The customer information storage unit stores, as the detailed information, sale information indicating that the customer has sold a security within a predetermined period, and the information selection unit stores the sale information in the sale information. 15. The securities information providing system according to claim 14, wherein specific information is selected with respect to the associated customer. 22. The customer information storage unit stores, as the detailed information, trading history information indicating a past trading history of securities by the customer, and further, the trading history information stores a trading history for a predetermined period. A customer selection unit that selects a customer who can determine that the customer has not performed, and the information selection unit selects specific information for the customer selected by the customer selection unit.
The securities information providing system described in 4. 23. The customer information storage unit stores, as the detailed information, securities held by the customer and held securities information indicating the acquisition price thereof, and further acquires the current price of the securities from the outside, An unrealized gain calculation unit that calculates an unrealized gain related to the customer's securities using the current price and the held securities information; and a customer selection unit that selects a customer whose unrealized gain calculated by the unrealized gain calculation unit is a certain value or more, 15. The securities information providing system according to claim 14, wherein the information selection unit selects specific information for a customer whose unrealized profit calculated by the unrealized profit calculation unit is a certain value or more. 24. The customer information storage unit stores, as the detailed information, a security held by the customer and a redemption deadline thereof, and further selects a customer holding a security having a fixed redemption deadline. The customer selection unit is provided, and the information selection unit selects specific information for the customer selected by the customer selection unit.
The securities information providing system described in 4. 25. A customer candidate information storage unit for storing detailed information of a customer candidate that can be a customer and customer terminal identification information, and a detailed information of the customer candidate storage unit is used to identify a customer to whom information is to be provided from the customer candidate. The securities information providing system according to claim 1, further comprising a customer addition unit that selects the customer terminal identification information and adds the selected information to the customer information storage unit. 26. The customer candidate information storage section stores, as the detailed information, fund information which is information for estimating the customer's fund, and the customer adding section acquires an expected price of the securities from the outside. At the same time, the fund information is acquired from the customer information storage unit, and customer terminal identification information of a customer whose fund estimated by the fund information is larger than the expected price is selected and added. Securities information provision system described. 27. The customer candidate information storage unit stores, as the detailed information, trading attribute specifying information for specifying attributes of securities that the customer has traded in the past, and the customer adding unit stores the issued securities. The attribute of the trading is acquired from the outside and the trading attribute specifying information is acquired from the customer information storage unit, and the customer terminal identification information of the customer whose attribute estimated by the trading attribute specifying information matches the attribute of the security is selected. 26. The securities information providing system according to claim 25, wherein the securities information providing system is added. 28. The securities are stock certificates, the customer candidate information storage unit stores the trading attribute specifying information and information specifying a floating number of the stock certificates as attributes of the securities, and the customer adding unit is 28. The securities information providing system according to claim 27, wherein customer terminal identification information of customers whose floating numbers match with each other with a certain width is added. 29. The customer candidate information storage unit stores information for specifying a business type of an issuer of the securities as the trading attribute specifying information and the attributes of the securities. Securities information provision system. 30. The customer candidate information storage unit stores information for specifying a price fluctuation rate of the security as the trading attribute specifying information and an attribute of the security, and the customer addition unit determines that the price fluctuation rate is 28. The securities information providing system according to claim 27, wherein the customer terminal identification information of the customers having a certain width and matching is selected and added. 31. As the trading attribute specifying information and the attribute of the security, information regarding a service incidental to the purchase of the security is stored, and the customer addition unit stores a customer terminal of a customer having common information regarding the service. The securities information providing system according to claim 27, wherein identification information is selected and added. 32. The customer candidate information storage unit stores, as the detailed information, sale information indicating that the customer has sold a security within a predetermined period, and the information selection unit includes the sale information. 26. The securities information providing system according to claim 25, wherein the customer terminal identification information of the customer associated with is selected and added. 33. The customer candidate information storage unit is, as the detailed information, trading history information indicating a past trading history of securities by the customer, and the customer addition unit uses the trading history information for a predetermined period. 26. The customer terminal identification information of a customer who can be determined not to sell or buy is selected and added.
Securities information provision system described in. 34. The customer candidate information storage unit stores, as the detailed information, securities information held by the customer and held securities information indicating the acquisition price thereof, and the customer addition unit externally stores the current price of the securities. And calculating the unrealized gain related to the customer's securities using the current price and the held securities information, and selecting and adding the customer terminal identification information of the customer whose calculated unrealized gain is a certain value or more. The securities information providing system according to claim 25. 35. The customer candidate information storage unit stores, as the detailed information, a security held by the customer and a redemption deadline thereof, and the customer addition unit holds a security having a fixed redemption deadline. 26. The securities information providing system according to claim 25, characterized in that the customer terminal identification information of the customer to be selected is added and added. 36. The transmission unit causes the customer terminal to display, together with the information, a screen for confirming a desire to acquire information to be provided at a later time, and further provides the screen from the customer terminal at the later time. Further comprising a desire receiving unit for receiving the hope of the information to be associated with the information for identifying the customer terminal, the transmitting unit, with respect to the customer terminal that the desired receiving unit has not received the hope, The securities information providing system according to claim 1, wherein the information to be provided at the later time is not transmitted. 37. The transmission unit causes the customer terminal to display, together with the information, a screen for confirming a desire to acquire information to be provided at a later time, and further provides the screen from the customer terminal at the later time. Further comprising a refusal receiving unit that receives a refusal of the information to be associated with the information that identifies the customer terminal, the transmission unit, for the customer terminal that the desired reception unit has received the refusal, 2. The securities information providing system according to claim 1, wherein information to be provided is not transmitted during the period. 38. A securities information providing system for providing information on securities issue using a customer information storage unit for storing customer terminal specifying information for specifying a customer terminal to provide information on securities issue. A provision information storage unit that stores the information, a provision time table that associates the plurality of pieces of information for each time period to be provided, a time recognition unit that recognizes the current time, and a recognition result of the time recognition unit and An information selection unit that selects information to be currently provided from the provision information storage unit using the provision time table, and the customer terminal in which the information selected by the information selection unit is stored in the customer information storage unit. A securities information providing system comprising: a transmitting unit for transmitting to the customer terminal specified by specifying information. 39. A method for providing information regarding securities issuance, comprising storing in a computer system customer terminal specifying information for specifying a customer terminal to which the information is to be provided and a plurality of the information, Corresponding each of the plurality of pieces of information for each time period to be provided, the computer system recognizing the current time period, and the computer system using the recognition result of the current time period to presently provide the information. Providing securities information, comprising: a step of selecting information; and a step of causing the computer system to transmit the selected information to the customer terminal specified by the stored customer terminal specifying information. Method. 40. A computer having a table for storing customer terminal specifying information for specifying a customer terminal to be provided with information relating to securities issuance and a plurality of the information, and associating the plurality of the information with each other at a time when the information should be provided. A program that operates in a system and provides information related to securities issuance, a time recognition module that recognizes the current time, and an information selection module that selects information that should be currently provided using the recognition result of the time recognition module. And a transmission module that transmits the information selected by the information selection module to the customer terminal identified by the customer terminal identification information stored in the customer information storage unit.