JP2018120423A - Security information support system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide appropriate security information to a customer by displaying an asset of a customer in custody between a past and a present time.SOLUTION: A security information support system includes a stock price information database server for storing stock price data, a customer information database server for storing customer information, a database server for assets in custody for storing assets of customers in custody, and a terminal device for displaying the customer information; which transmits an alarm signal from the database server for assets in custody to the terminal device.SELECTED DRAWING: Figure 1

Description

  The present invention relates to a securities information support system, and more particularly to customer relationship management (CRM).

  Conventionally, the market information alert system for securities information is installed in a stock price information display terminal. When a stock and its monitored price are set, and the contract price of that stock reaches the monitored price, it is displayed on the terminal. Was just to show the alert.

  As a prior art document, for example, in Patent Document 1, an information control device arranged at a sales base calculates and accumulates the total asset value and market capitalization of each product held by an investor from the latest price information and asset information. Transaction information is accumulated as historical information for each investor and date, and the terminal device requests the information control device by specifying the investor, information item, period, etc., and edits the acquired information An invention of a securities information support system for performing is disclosed.

JP 11-143934 A

Conventionally, the monitoring price of a brand is different for each customer, but a plurality of monitoring prices cannot be set for the same brand.
In addition, the monitoring price is set only for the stock price information of the brand, and the alert display in consideration of the increase / decrease of the customer custody asset cannot be performed.
Furthermore, although there is a system that displays an alert based on the comparison result with the previous day, it cannot be compared with various past (one month, six months, one year, etc.).
An object of the present invention is to provide customers with appropriate securities information by displaying a customer's custody assets from the past to the present.

  The securities information support system of the present invention includes a stock price information database server for storing stock price data, a customer information database server for storing customer information, a custody asset database server for storing customer custody assets, and a terminal for displaying customer information And an alarm signal is transmitted from the custody asset database server to the terminal device.

  Moreover, it is preferable that the terminal device sets the upper limit price and the lower limit price of the stock price for each customer and each brand.

  Furthermore, it is preferable that the terminal device displays the custody asset information from the past to the present for each customer.

  ADVANTAGE OF THE INVENTION According to this invention, suitable securities information can be provided to a customer by displaying the customer's custody assets from the past to the present.

It is a figure which shows the outline | summary of the securities information support system which concerns on one Example of this invention. It is a figure which shows each table of the customer information which concerns on one Example of this invention. It is a figure which shows the monitoring price registration screen which concerns on one Example of this invention. It is a figure which shows the monitoring price confirmation screen which concerns on one Example of this invention. It is a figure which shows the custody asset increase / decrease information screen based on one Example of this invention. It is a figure which shows the custody asset information screen based on one Example of this invention.

Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.
FIG. 1 is a diagram showing an outline of a securities information support system according to an embodiment of the present invention.
The securities information support system stores stock price data 111, snapshot stock price data 112, etc. received via the network 120 in the data center 130, and displays monitoring price setting and custody asset information on the terminal devices 141, 142, etc. It is.
The data center 130 includes a stock price information database server 131, a customer information database server 132, a custody asset database server 133, and the like.
The terminal devices 141 and 142 may be PCs (Personal Computers), for example.

The stock price information database server 131, the customer information database server 132, and the custody asset database server 133 may have one configuration or a configuration in which functions are divided.
The stock price data 111 is distributed from a stock exchange or the like, and the snapshot stock price data 112 is distributed from a securities information provider company or the like.

FIG. 2 is a diagram showing a customer information table according to an embodiment of the present invention.
The customer information table in FIG. 2A is stored in the customer information database server 132. The customer information table is a table that stores a list of customer codes, customer names, and the like.

  The deposit asset monitoring price table of FIG. 2B is stored in the deposit asset database server 133. The custody asset monitoring price table is a table that stores a list of customer codes, brand codes, monitoring prices, and the like. Note that an upper limit price and a lower limit price are set for the monitoring price.

The stored asset information accumulation data table of FIG. 2C is stored in the stored asset database server 133. The custody asset information accumulation data table is a table in which a list of customer codes, brand codes, asset amounts for each date, and the like is stored. The custody asset information accumulation data table stores the date and time when the stock price of the brand code fluctuates and the stock price and calculates and stores the asset amount.
FIG. 2C shows a case where, for example, the closing price of stock price, stock quantity, and asset amount are stored for each date for each customer code and brand code.

FIG. 3 is a diagram showing a monitoring price registration screen according to an embodiment of the present invention.
The monitoring price registration screen 300 is displayed on the display device of the terminal device 141, for example.
In the monitoring price registration screen 300, for example, when “1001” is input in the input field of the customer number 311 and the customer search 312 is pressed, “Hitachi Ichiro” is displayed in the customer name 313, and the stock code input field 321 is displayed. Is displayed.

In the monitoring price registration screen 300, for example, when “6756” is input to the brand code input field 321 and the brand search 322 is pressed, an upper limit price input field 331 and a lower limit price input field 322 of the monitoring price are displayed.
In the terminal device 141, for example, “400” yen is input to the upper limit price input field 331 of the monitoring price, “600” yen is input to the lower limit price input field 322, and the monitoring price registration 333 is displayed. When pressed, the customer code, brand code, and monitoring price are transmitted to the custody asset monitoring price table of the custody asset database server 133.

The custody asset database server 133 stores the customer code, brand code, and monitoring price (upper limit price, lower limit price) transmitted from the terminal device 141 in the custody asset monitoring price table.
The custody asset database server 133 transmits an alarm signal to the terminal devices 141 and 142 when the stock price of the set brand code exceeds the upper limit price or falls below the lower limit price.
When receiving the alarm signal from the custody asset database server 133, the terminal devices 141 and 142 display the alarm signal information on the display.

FIG. 4 is a diagram showing a monitoring price confirmation screen according to an embodiment of the present invention.
On the monitoring price confirmation screen 400 of the terminal device 141, for example, when “1001” is input in the input field of the customer number 411 and the customer search 412 is pressed, “Hitachi Ichiro” is displayed in the customer name 413, and the monitoring price A list 420 is displayed.

In the monitoring price list 420 on the monitoring price confirmation screen 400, for example, an upper limit price 422 and a lower limit price 423 corresponding to the brand code 421 are displayed.
The slider 424 is displayed when there are a lot of brand codes and cannot be displayed.

FIG. 5 is a diagram showing a deposit asset increase / decrease information screen according to an embodiment of the present invention.
In the custody asset increase / decrease information screen 500 of the terminal device 141, for example, when “1001” is input in the input field of the customer number 511 and the customer search 512 is pressed, “Hitachi Ichiro” is displayed in the customer name 513. Is displayed.

The entrusted asset list 520 displays the stock quantity, the asset amount, the entrusted asset amount, and the asset amount increase / decrease 526 for each stock code 523 and date 524,525.
In the custody asset list 520, for example, for the stock code 523 “6756” of the previous day 524, the stock quantity “500”, the closing price “500” (¥), and the asset amount “250” (k ¥) are displayed. With “6756” of the stock code 523 of today 525, the asset amount “255” (k ¥) is displayed with the quantity “500” and the stock price “510” (¥), and the asset amount increase / decrease 526 is “5” (k ¥). ) Is displayed.

The ▲ in the asset amount increase / decrease column 526 indicates a negative amount.
Total assets under management are displayed every day (2016/12/01 (previous day), 2016/12/02 (today), etc.).
When the update 522 is pressed, the information on the time 521 and today 525 is updated and displayed on the latest data.
The custody asset list 520 is stored in the asset information accumulation data table of the custody asset database server 133.
Further, the custody asset database server 133 calculates and stores custody assets of the customer every time stock price information changes.
Here, the terminal devices 141 and 142 are set so as to receive an alarm signal from the custody asset database server 133 in accordance with the increase / decrease amount of the custody asset, and when the alarm signal is received, the alarm signal is displayed on the display unit. The information may be displayed.

FIG. 6 is a diagram showing a custody asset information screen according to an embodiment of the present invention.
In the custody asset information screen 600 of the terminal device 141, for example, “1001” is input in the input column of the customer number 611, “December 1, 2015” is input in the start column 613 of the display period, and the display period ends. When “December 1, 2016” is entered in the column 614 and the customer search 615 is pressed, “Hitachi Ichiro” is displayed in the customer name 612. For example, the asset information 620 from the past owned by the customer Is displayed as a graph.
The graph, which is the asset information 620 from the past, displays changes in the amount of assets, the horizontal axis indicates the date, and the vertical axis indicates the amount of assets (k ¥).

  When the stock information is calculated every time stock price information is received and the system load is large, the securities information support system acquires snapshots of stock price data at predetermined intervals, and based on the snapshots. You may calculate.

  The securities information support system according to the embodiment of the present invention can provide appropriate securities information to a customer by displaying the past and present of the customer's custody assets.

  Although one embodiment of the present invention has been described in detail above, the present invention is not limited to the above-described embodiment, and various modifications can be made without departing from the spirit of the present invention.

  By displaying the customer's custody assets from the past to the present, the present invention can be applied to providing appropriate securities information to the customer.

  111: Stock price data, 112: Snapshot stock price data, 120: Network, 130: Data center, 131: Stock price information database server, 132: Customer information database server, 133: Custody asset database server, 141, 142: Terminal devices.

Claims (3)

A stock price information database server for storing stock price data; a customer information database server for storing customer information; a custody asset database server for storing customer custody assets; and a terminal device for displaying customer information;
A securities information support system, wherein an alarm signal is transmitted from the custody asset database server to the terminal device. The securities information support system according to claim 1,
The securities information support system, wherein the terminal device sets an upper limit price and a lower limit price of a stock price for each customer and each brand. The securities information support system according to claim 1 or 2,
The said terminal device displays the assets information from the past to the present for every customer, The securities information support system characterized by the above-mentioned.

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