JP2015125677A - Transaction platform system for certificate transaction - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a transaction platform system for certificate transaction capable of cooperating with certificate transaction of an investor.SOLUTION: The transaction platform system for certificate transaction comprises: investor registration means for providing an investor with transaction of a certificate, and registering an account of the investor; investor financial institution account connection means for connecting to a confirmed financial institution account, and transferring money between the registered account of the investor and the financial institution account; and certificate transaction execution means for utilizing a transaction platform system of the certificate, and executing transaction of a general certificate and/or transaction of a natural person certificate.

Description

  The present invention relates to a trading platform system, and more particularly to a securities trading platform system.

  Security is a financial instrument that can be circulated, and its main function is to increase the allocation of capital and capital, thereby revitalizing finance, economy and investment. For this reason, many countries carry out securities trading activities.

  In Taiwan, according to the current securities trading system, an investor first opens an account with a securities company, and then opens an account with a financial institution designated by the securities company (the investor does not have an account with the corresponding financial institution). If). When the opening of the two corresponding accounts is completed, the trading of securities can be started. Such pre-procedures are very inconvenient for investors, and the pre-processing procedures become even more complicated when involved in international securities trading.

JP 2009-26247 A

  Therefore, as technology and network are developed, as a bridge between investors, financial institutions and related departments, how busy people can save time and effort so that investors can easily trade securities, and Providing a humanized multi-function platform is an important issue.

  Therefore, an object of the present invention is to provide a trading platform system for securities trading that cooperates with securities trading of investors.

  The present invention for solving the problems of the conventional example is a trading platform system for securities trading that provides investors with securities trading. The trading platform system for securities trading has an investor registration means for registering an investor account and an investor financial institution account confirmation means. The investor financial institution account confirmation means confirms the investor's financial information based on the account registered by the investor and confirms the investor's financial institution account. The trading platform system for securities trading includes an investor financial institution account connection means. The investor financial institution account connection means connects to the financial institution account based on the confirmed financial institution account, and transfers between the account registered by the investor and the financial institution account. A trading platform system for securities trading includes securities trading execution means. The securities transaction executing means executes the securities transaction after confirming the financial institution account, and the securities transaction includes transactions of general securities and / or transactions of natural securities.

  The confirmed investor financial institution account is the only investor financial institution account in the ticket trading platform system.

  The method further comprises investor country judgment means for judging the country of the investor based on the country of the investor who conducts the securities transaction.

  A net homepage is provided, which displays the country determined by the investor country determining means based on the country of the investor conducting the securities transaction.

  It further comprises member level selection means for selecting the level of the account registered by the investor.

  A trading company is introduced into the trading platform system, and a related trading company introduction means for providing a related trading company service to an investor is further provided.

  The transaction platform system further includes prepaid means for transferring the transaction points used in the financial institution account or charging with a prepaid number.

  The investor proceeding with the securities transaction further includes transaction communication means for communicating via text communication or video communication.

  It further comprises message recording means for recording text communication information and / or video communication information communicated in the course of securities trading.

  Transaction recording means for listing up a record of the securities transaction of the investor is further provided.

  According to the disclosed technical means, an investor can save time and labor for opening an account with a financial institution through the securities trading platform system of the present invention, thereby enabling securities trading to be performed quickly and easily. And in the course of securities trading, investors can communicate the correct instructions with images and text, and the entire contents of the related are also saved and used as evidence in future sales disputes. In addition to securities trading, the trading platform system of the present invention provides a more comprehensive service to assist investors and complete various financial matters.

1 is a block diagram illustrating a trading platform system for securities trading according to an embodiment of the present invention. 1 is a diagram illustrating a trading platform system for securities trading according to an embodiment of the present invention. 1 is a diagram illustrating a trading platform system for securities trading according to an embodiment of the present invention. 1 is a diagram illustrating a trading platform system for securities trading according to an embodiment of the present invention. 1 is a diagram illustrating a trading platform system for securities trading according to an embodiment of the present invention. 1 is a diagram illustrating a trading platform system for securities trading according to an embodiment of the present invention.

  Specific embodiments employed in the present invention will be specifically described with reference to the following embodiments and the accompanying drawings.

  In the following, an embodiment of the present invention will be described with reference to FIGS. The corresponding description is merely an example of the embodiment of the present invention, and does not limit the embodiment of the present invention.

  As shown in FIG. 1, a securities trading platform system 100 according to an embodiment of the present invention provides investors with securities trading, and the securities trading platform system 100 registers investors' account A. Registration means 1, investor financial institution account confirmation means 2 for confirming the investor's financial information with the account A registered by the investor and confirming the investor's financial institution account B 1, and the confirmed financial institution Based on the account B1, the investor financial institution account connection means 3 is connected to the financial institution account B1 and transferred between the account A registered by the investor and the financial institution account B1, and the financial institution account B1 is confirmed. The securities transaction is executed, and the securities transaction is provided with a securities transaction executing means 4 having a general securities transaction and / or a natural securities transaction. And butterflies.

  In a specific embodiment, an investor registers an account A in the trading platform means 10 of the trading platform system 100 with an actual name via the investor registration means 1. At the time of registration, the investor registration means 1 first authenticates the identity of the investor by e-mail or SMS. Thereafter, the investor financial institution account confirmation means 2 automatically identifies a further status from the financial institution B in accordance with financial information such as account information of a financial institution B (for example, a bank) provided by the investor. After identifying the identity, the investor financial institution account confirmation means 2 determines that the investor financial institution account B1 is a valid trading account. Preferably, the confirmed investor's financial institution account B 1 is the only financial institution account of the trading platform system 100.

  After the investor's financial institution account B1 is confirmed, the investor financial institution account connection means 3 connects the financial institution account B1 and the registered account A of the investor to each other, thereby funding the financial institution account B1. Can be transferred to the registered account A of the investor. By doing so, it is connected to the securities trading system S via the securities trading execution means 4, and using the funds transferred by the investor to the registered account A of the investor, transactions of general securities and / or natural securities Execute the transaction.

  As shown in FIG. 1, a trading platform system 100 for securities trading according to an embodiment of the present invention includes investor country judgment means 11. The investor country judgment means 11 judges the investor country based on the country of the investor conducting the securities transaction. The trading platform system 100 of the present invention reliably distinguishes between domestic securities trading and international securities trading.

  As shown in FIG. 1, a trading platform system 100 for securities trading according to an embodiment of the present invention includes a member level selecting means 12, which is the investor registration account A registered by an investor. Select the level. The investor registration account A is divided into general members and VIP members. General members only have business authority to perform matters related to securities transactions. VIP members get more rights by paying the annual fee. For example, acquiring detailed information on securities and issuers, attending VIP member exclusive events, etc.

  As shown in FIG. 1, a trading platform system 100 for securities trading according to an embodiment of the present invention includes related trading company introduction means 13. The related trading company introduction means 13 introduces a trading company into the trading platform system, and the transaction Provide services of related trading companies to investors of the platform system 100. The trading platform system 100 provides services related to securities trading, and further provides comprehensive services. These services include, for example: payment services, i.e. payment of loans, credit card charges, telephone charges, gas charges, water charges, etc. through the transaction platform system 100; reservation services, i.e. hotel rooms through the transaction platform system 100 Reservation of services such as game tickets, tours, restaurant boxes, etc .; donation service; that is, charity donation through the trading platform system 100.

  As shown in FIG. 1, a trading platform system 100 for securities trading according to an embodiment of the present invention includes prepaid means 14, and the prepaid means 14 uses trading points used in the trading platform system as the financial institution account. Or transferred by a prepaid number. With the transaction points charged in the transaction platform system 100, the user can use the transaction points to provide safe securities transactions and services.

  As shown in FIG. 1, the securities transaction executing means 4 according to the embodiment of the present invention is connected to a transaction communication means 41, a message recording means 42, and a transaction recording means 43.

  In order to facilitate securities trading, an investor discusses with the securities trader via text communication or video communication through the transaction communication means 41, proceeds with the securities trading, and confirms the contents of the securities trading. The message recording means 42 records the text communication information and / or the video communication information transmitted during the securities transaction process, and is stored as important evidence for determining the negligence of both when a future transaction dispute occurs. The transaction recording means 43 lists the securities transaction records of the investor. For example, you can automatically list all the securities trading records within one month and provide them to investors, or the investor can manually check all the securities trading records within one year directly. it can.

  Next, an operation interface at the time of actual application will be described based on an embodiment of the securities trading platform system 100 of the present invention which is made with reference to FIGS.

  As shown in FIG. 1, a trading platform system 100 for securities trading according to an embodiment of the present invention includes an interface display unit 15, and the interface display unit 15 includes a web page or other forms of the trading platform system 100. The operation interface UI is displayed.

  As shown in FIG. 2, the operation interface UI classifies each function by displaying a plurality of function blocks F11, F12, F13, F14, F15, F16, F17, F18, and F19 on the main screen F1. In this embodiment, when the function block F11 is tapped / clicked, the screen returns to the homepage screen F0 of the operation interface UI of the trading platform system 100. The function block 12 is used as a login to the favorite screen. If a user frequently sets a function frequently used in advance as a favorite screen, the user can select to directly read a desired function by simply clicking the function block 12, and tap / click each screen one by one. You do n’t have to. When the function block F13 is tapped / clicked, a customer support window can be contacted, and operation support of the trading platform system 100 and failure information can be requested. The functional blocks F14, F15, and F16 link to the information selection screen F4 (FIG. 4), service selection screen (FIG. 5), and investment selection screen (FIG. 6). The function blocks F17 and F18 are for screen operation switching. The function block F19 can change the background, font, character size, etc. of the operation interface UI.

  As shown in FIG. 3, the homepage screen F0 (referred to as a net homepage) displays the country determined by the investor country determining means based on the country of the investor who proceeds with securities transactions. The display language changes depending on the country, but the contents can be changed depending on the country.

  As shown in FIG. 4, the information selection screen F4 displays a plurality of information selection blocks F41 such as current events, finance, arts, sports, tourism, medical care, constellations, childcare, and beauty. When the information selection block F41 is tapped / clicked, the corresponding information content F411 is displayed.

  As shown in FIG. 5, the service selection screen F5 displays a multiple service selection block F51 such as a boarding ticket, a ticket, an air ticket, shopping, a restaurant, a book, payment of a fee, courier service, and nursing. When the service selection block F51 is tapped / clicked, the corresponding service details F511 are displayed.

  As shown in FIG. 6, the investment selection screen F6 displays a plurality of investment selection blocks F61 such as human resources, stocks, funds, insurance, lotteries, bonds and the like. When the investment selection block F61 is tapped / clicked, a corresponding investment item F611 is displayed.

  With the trading platform system for securities trading of the present invention, an investor can save time and effort to open an account with a financial institution, thereby enabling securities trading quickly and easily. And in the process of trading securities, investors can communicate correct instructions with images and texts, and the related content is also stored as a whole and used as evidence in future sales disputes. In addition to securities trading, the trading platform system of the present invention provides a more comprehensive service to support investors and accomplish various financial matters.

  While the preferred embodiments of the present invention have been disclosed above, as may be appreciated by those skilled in the art, they are not intended to limit the invention in any way. Various adjustments and modifications can be made without departing from the spirit and scope of the present invention. Accordingly, the claims of the present invention should be construed broadly including such adjustments and modifications.

DESCRIPTION OF SYMBOLS 100 ... Trading platform system 1 ... Investor registration means 10 ... Trading platform means 11 ... Investor country judgment means 12 ... Member level selection means 13 ... Related trading company introduction means 14 ... Prepaid means 15 ... Interface display means 2 ... Investor finance Institutional account confirmation means 3 ... Investor financial institution account connection means 4 ... Securities transaction execution means 41 ... Transaction communication means 42 ... Message recording means 43 ... Transaction recording means A ... Investor registration account B ... Financial institution B1 ... Financial institution account F1 ... Main screen F11 ... Function block F12 ... Function block F13 ... Function block F14 ... Function block F15 ... Function block F16 ... Function block F17 ... Function block F18 ... Function block F19 ... Function block F4 ... Information selection screen F41 ... Information selection block F411 ... Broadcast content F5 ... service selection screen F51 ... service selection block F511 ... Service Details F6 ... investment selection screen F61 ... investment selection block F611 ... investment item UI ... operation interface S ... securities trading system

Claims (10)

A securities trading platform system for providing securities trading to investors,
An investor registration means for registering an investor account;
Investor financial institution account confirmation means for confirming the investor's financial information by the account registered by the investor and confirming the investor's financial institution account;
Investor financial institution account connection means for connecting to the financial institution account based on the confirmed financial institution account and transferring between the account registered by the investor and the financial institution account;
Securities transaction execution means for confirming the financial institution account and then executing a securities transaction, wherein the securities transaction includes a general securities transaction and / or a natural human securities transaction;
A trading platform system for securities trading, comprising:   2. The trading platform system according to claim 1, wherein the confirmed financial institution account of the investor is the only financial institution account of the investor in the ticket trading platform system.   The trading platform system according to claim 1, further comprising investor country judgment means for judging the country of the investor based on the country of the investor who conducts securities trading.   4. The trading platform system according to claim 3, further comprising: a net homepage that displays the country determined by the investor country determining means based on the country of the investor conducting the securities transaction.   2. The trading platform system according to claim 1, further comprising a member level selecting means for selecting a level of an account registered by the investor.   The trading platform system according to claim 1, further comprising related trading company introduction means for introducing a trading company into a trading platform system and providing the investor with services of the related trading company.   2. The trading platform system according to claim 1, further comprising prepaid means for transferring trading points used in the trading platform system by the financial institution account or charging with a prepaid number.   2. The transaction platform system according to claim 1, further comprising transaction communication means for the investor proceeding with the securities transaction to communicate via text communication or video communication.   The transaction platform system according to claim 1, further comprising message recording means for recording text communication information and / or video communication information in the course of the securities transaction.   The transaction platform system according to claim 1, further comprising transaction recording means for listing a record of the securities transaction of the investor.

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