TWM588848U - Fund recommendation system - Google Patents

Abstract

A fund recommendation system includes a database server and a trading platform server. The database server stores multiple fund labels, multiple fund label data respectively corresponding to multiple fund commodities, and a fund attention data corresponding to a user, and each fund label data includes such fund labels In many cases, the fund's attention material contains a concern commodity that instructs one of these fund commodities. In a similar fund recommendation model, the trading platform server generates a similar fund recommendation data based on the fund label information and the fund attention data, the similar fund recommendation data instructs one of the fund commodities, and the one fund The commodity is the one with the highest similarity among all fund commodities to the label commodity indicated by the concerned commodity.

Description

Fund recommendation system

This new type is about a recommendation system, especially a fund recommendation system.

There are many types of fund commodities, and it is not easy for investors to find commodities that meet their needs from a large number of fund commodities. How to develop a new fund recommendation system that can provide product recommendation information close to the needs of users is the subject of this new model.

Therefore, the purpose of the new model is to provide a fund recommendation system.

Therefore, the new fund recommendation system is suitable for communicating with a terminal electronic device that is suitable for operation by a user. The fund recommendation system includes a database server and a trading platform server.

The database server stores multiple fund labels, multiple fund label data respectively corresponding to multiple fund commodities, and a fund attention data corresponding to the user, and each fund label data includes such fund labels In many cases, the fund's attention material contains a concern commodity that instructs one of these fund commodities. The trading platform server is electrically connected to the database server.

In a similar fund recommendation mode, the server of the trading platform generates a similar fund recommendation data based on the fund label data and the fund attention data, and transmits the similar fund recommendation data to the electronic device of the terminal, the similar fund recommendation The data indicates one of the fund commodities, and the fund commodities indicated by the similar fund recommendation data are all fund commodities except the fund commodities indicated by the concerned commodity, and the fund commodities indicated by the concerned commodity Of tags with the highest similarity.

In some implementations, the database server also stores multiple fund purchase records corresponding to multiple customers, and each fund purchase record indicates the corresponding fund commodity purchased by the customer.

In a simultaneous purchase recommendation mode, the server of the trading platform generates a simultaneous purchase recommendation data based on these fund purchase records and the fund's attention data, and transmits the simultaneous purchase recommendation data to the electronic device of the terminal, the simultaneous purchase recommendation The data indicates one of the fund commodities, and the fund commodities indicated by the simultaneous purchase recommendation materials are those fund purchase records indicating the fund commodities indicated by the commodities of interest, except for those indicated by the commodities of interest The person who has been instructed the most times other than fund commodities.

In some implementations, the database server also stores a tag follower data corresponding to the user, the tag follower data includes a follower tag indicating one of the fund tags.

In a follow tag recommendation mode, the trading platform server generates a follow tag recommendation data based on the fund tag data, the fund purchase records and the tag follow data, and sends the follow tag recommendation data to the terminal’s electronic Device, the attention tag recommendation data indicates one of the fund commodities, and the fund commodity indicated by the attention tag recommendation data is the sales volume of the fund commodities corresponding to the fund tag data containing the attention tag The highest.

In some implementations, in a general-selling recommendation mode, the server of the trading platform generates a general-selling recommendation data based on the fund purchase records, and transmits the general-selling recommendation data to the electronic device of the terminal. The best-selling recommendation materials indicate one of the fund commodities, and the fund commodities indicated by the general best-selling recommendation materials are the ones with the highest sales volume among the fund commodities.

In some implementations, the database server also stores a plurality of cluster definition data and a plurality of personal data corresponding to the customers, one of the personal data corresponding to the user.

In a group-selling recommendation mode, the trading platform server generates a group-selling recommendation data based on the cluster definition data, the personal data and the fund purchase records, and transmits the group-selling recommendation data to the terminal’s electronic Device, the group best-selling recommendation data indicates one of the fund commodities, and the fund commodities indicated by the group best-selling recommendation data are those of the cluster definition data that meet one of the cluster definition data as a target cluster definition data The one with the highest sales volume of the fund commodities purchased by the customers corresponding to the personal data, wherein the personal data corresponding to the user meets the target cluster definition data.

The effect of the new model is: the similar platform recommendation data is generated by the trading platform server based on the fund label data and the fund attention data, or the trading platform server is used according to the fund purchase records and the fund attention The data generates the simultaneous purchase recommendation data, or the transaction platform server generates the follow-up tag recommendation data based on the fund tag data, the fund purchase records, and the tag follow-up data, so that it can provide information that is close to the user’s needs Product recommendation information.

Referring to FIG. 1, an embodiment of the new fund recommendation system 100 is suitable for communicating with a terminal electronic device 200 (such as a smart phone, tablet computer, desktop computer, or laptop computer). The terminal electronic device 200 is suitable for For operation by a user, the fund recommendation system 100 includes a database server 1 and a trading platform server 2 electrically connected to the database server 1.

The database server 1 stores a plurality of fund labels D1, a plurality of fund label data D2 corresponding to a plurality of fund commodities, a fund attention data D3 corresponding to the user, a label attention corresponding to the user Data D4, multiple fund purchase records D5 corresponding to multiple customers, multiple cluster definition data D6, and multiple personal data D7 corresponding to these customers.

Each fund label D1 indicates a fund-related characteristic, such as country, industry, subject matter, currency, investment strategy, fund size, rating, date of establishment, fund management company, and fund manager. Each fund label data D2 contains many of these fund labels D1.

The fund's attention data D3 contains a concern commodity that instructs one of these fund commodities. The label attention data D4 includes a attention label indicating one of the fund labels D1. The fund attention data D3 and the label attention data D4 are set by the user.

Each fund purchase record D5 indicates the corresponding fund commodity purchased by the customer. Each personal data D7 includes, for example, an age data indicating the age of the corresponding customer, a gender data indicating the gender of the corresponding customer, and an asset data indicating the assets of the corresponding customer, such personal data One of D7 corresponds to the user (that is, the user is one of the customers). Each cluster definition data D6 includes, for example, range definitions related to age, gender, assets, and purchase records.

In a similar fund recommendation mode, the trading platform server 2 generates a similar fund recommendation data based on the fund label data D2 and the fund attention data D3, and transmits the similar fund recommendation data to the electronic device of the terminal. The similar fund recommendation data indicates one of the fund commodities, and the fund commodity indicated by the similar fund recommendation data is all fund commodities except the fund commodity indicated by the concerned commodity The one with the highest label similarity of the fund’s commodities. The label similarity refers to the same number of fund labels D1 in two fund label materials D2 corresponding to two fund commodities. In this way, when the user pays attention to one of the fund commodities, the similar fund recommendation data generated by the server 2 of the trading platform can recommend fund commodities whose characteristics of the user are similar to the fund commodities they are concerned with.

In a simultaneous purchase recommendation mode, the trading platform server 2 generates a simultaneous purchase recommendation data based on the fund purchase records D5 and the fund attention data D3, and transmits the simultaneous purchase recommendation data to the electronic device of the terminal, the At the same time, purchase recommendation materials indicate one of the fund commodities, and the fund commodities indicated by the simultaneous purchase recommendation materials are those fund purchase records D5 indicating the fund commodities indicated by the commodities of interest, except for the commodities of interest The person who is instructed the most times other than the fund commodity indicated. In this way, when the user pays attention to one of the fund commodities, the simultaneous purchase recommendation data generated by the trading platform server 2 can recommend that the user has purchased the fund commodities that the customer who paid attention to the fund commodities used in addition to the use The fund commodities that most customers have purchased outside the fund’s commodities.

In a follower tag recommendation mode, the trading platform server 2 generates a follower tag recommendation data based on the fund tag data D2, the fund purchase records D5 and the tag follower data D4, and sends the follower tag recommendation data to The electronic device of the terminal, the attention tag recommendation data indicates one of the fund commodities, and the fund commodities indicated by the attention tag recommendation data are those corresponding to the fund label data D2 containing the attention tag The fund with the highest sales volume. In this way, when the user pays attention to one of the fund labels D1, the focus label recommendation data generated by the trading platform server 2 can recommend the fund commodity with the highest sales volume and the fund label D1 that the user has focused on.

In a general-selling recommendation mode, the trading platform server 2 generates a general-selling recommendation data based on the fund purchase record D5, and transmits the general-selling recommendation data to the electronic device of the terminal. The general-selling recommendation data instructs the One of the fund commodities, and the fund commodities indicated by the popular best-selling recommendation materials are those with the highest sales volume among the fund commodities. In this way, the generally-selling recommendation data generated by the server 2 of the trading platform can recommend the fund commodity with the highest sales volume regardless of the purchase group of the user.

In a group selling recommendation mode, the trading platform server 2 generates a group selling recommendation data based on the cluster definition data D6, the personal data D7 and the fund purchase records D5, and transmits the group selling recommendation data to The electronic device of the terminal, the group best-selling recommendation data indicates one of the fund commodities, and the fund commodities indicated by the group best-selling recommendation data conform to one of the cluster definition data D6 as a target cluster definition data D6 The highest sales volume of the fund commodities purchased by the customers corresponding to the personal data D7 of the cluster definition data D6, wherein the personal data D7 corresponding to the user conforms to the target cluster definition data D6. In this way, when the user logs into the trading platform server 2 as one of the customers through the terminal electronic device 200, the group selling recommendation data generated by the trading platform server 2 can be in accordance with the user's personal data D7 And the fund purchase record D5 recommends that the user sell the fund commodities with the highest sales volume among the fund commodities purchased by customers whose personal data D7 and fund purchase record D5 are similar to the user.

In summary, the new fund recommendation system 100 uses the trading platform server 2 to generate the similar fund recommendation data based on the fund tag data D2 and the fund attention data D3, or, based on the trading platform server 2 These fund purchase records D5 and the fund attention data D3 generate the simultaneous purchase recommendation data, or, through the trading platform server 2 based on the fund label data D2, the fund purchase records D5 and the label attention data D4 The attention to the label recommendation data can provide product recommendation information that is close to the user's needs, so it can really achieve the purpose of new cost.

However, the above are only examples of the new model. When the scope of the new model cannot be limited by this, any simple equivalent changes and modifications made according to the patent application scope and patent specification content of the new model are still regarded as Within the scope of this new patent.

100‧‧‧ Fund recommendation system 1‧‧‧Database server D1‧‧‧Fund label D2‧‧‧ Fund label information D3‧‧‧ Fund Concern Information D4‧‧‧Follow data D5‧‧‧ Fund purchase record D6‧‧‧ Cluster definition data D7‧‧‧ Personal Information 2‧‧‧Trading platform server 200‧‧‧terminal electronic device

Other features and functions of the present invention will be clearly presented in the embodiments with reference to the drawings, in which: FIG. 1 is a schematic diagram of a hardware connection relationship of an embodiment of the novel fund recommendation system.

100‧‧‧ Fund recommendation system

1‧‧‧Database server

D1‧‧‧Fund label

D2‧‧‧ Fund label information

D3‧‧‧ Fund Concern Information

D4‧‧‧Follow data

D5‧‧‧ Fund purchase record

D6‧‧‧ Cluster definition data

D7‧‧‧ Personal Information

2‧‧‧Trading platform server

200‧‧‧terminal electronic device

Claims (5)

A fund recommendation system is suitable for communicating with a terminal electronic device. The terminal electronic device is suitable for operation by a user. The fund recommendation system includes: A database server that stores multiple fund labels, multiple fund label data corresponding to multiple fund commodities, and a fund attention data corresponding to the user, each fund label data contains such fund labels In many cases, the fund’s attention material contains a concern commodity that instructs one of these fund commodities; and A trading platform server, electrically connected to the database server; In a similar fund recommendation mode, the server of the trading platform generates a similar fund recommendation data based on the fund label data and the fund attention data, and transmits the similar fund recommendation data to the electronic device of the terminal, the similar fund recommendation The data indicates one of the fund commodities, and the fund commodities indicated by the similar fund recommendation data are all fund commodities except the fund commodities indicated by the concerned commodity, and the fund commodities indicated by the concerned commodity Of tags with the highest similarity. The fund recommendation system according to claim 1, wherein the database server further stores a plurality of fund purchase records corresponding to multiple customers, and each fund purchase record indicates the corresponding fund commodities purchased by the customer; In a simultaneous purchase recommendation mode, the server of the trading platform generates a simultaneous purchase recommendation data based on these fund purchase records and the fund's attention data, and transmits the simultaneous purchase recommendation data to the electronic device of the terminal, the simultaneous purchase recommendation The data indicates one of the fund commodities, and the fund commodities indicated by the simultaneous purchase recommendation materials are those fund purchase records indicating the fund commodities indicated by the commodities of interest, except for those indicated by the commodities of interest The person who has been instructed the most times other than fund commodities. The fund recommendation system according to claim 2, wherein the database server further stores a tag follower data corresponding to the user, the tag follower data includes a follower tag indicating one of the fund tags; In a follow tag recommendation mode, the trading platform server generates a follow tag recommendation data based on the fund tag data, the fund purchase records and the tag follow data, and sends the follow tag recommendation data to the terminal’s electronic Device, the attention tag recommendation data indicates one of the fund commodities, and the fund commodity indicated by the attention tag recommendation data is the sales volume of the fund commodities corresponding to the fund tag data containing the attention tag The highest. The fund recommendation system according to claim 3, wherein, in a general best-selling recommendation mode, the trading platform server generates a general best-selling recommendation data based on the purchase records of the funds, and transmits the general best-selling recommendation data to the terminal Electronic device, the popular selling recommendation material indicates one of the fund commodities, and the fund selling product indicated by the popular selling recommendation data is the highest sales volume among the fund commodities. The fund recommendation system according to claim 3, wherein the database server also stores a plurality of cluster definition data and a plurality of personal data corresponding to the customers, one of the personal data corresponds to the use By; In a group-selling recommendation mode, the trading platform server generates a group-selling recommendation data based on the cluster definition data, the personal data and the fund purchase records, and transmits the group-selling recommendation data to the terminal’s electronic Device, the group best-selling recommendation data indicates one of the fund commodities, and the fund commodities indicated by the group best-selling recommendation data are those of the cluster definition data that meet one of the cluster definition data as a target cluster definition data The one with the highest sales volume of the fund commodities purchased by the customers corresponding to the personal data, wherein the personal data corresponding to the user meets the target cluster definition data.

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