TWM592557U - Financial Information Management System - Google Patents

Abstract

This creation provides a financial information management system, including a database server, an Internet server, and a terminal host. The database server has a first extraction/transposition/loading module. The internet server has a second extraction/transposition/loading module. The terminal host is connected to the database server and the Internet server respectively, and has a display module. Among them, the database server belongs to a bank, and connects to a plurality of financial information systems affiliated with the bank; the Internet server connects to a plurality of financial information systems not affiliated with the bank; the terminal host is suitable for the data The library server and the Internet server receive a plurality of financial information and display the financial information on the display module.

Description

Financial Information Management System

This creation is about a financial information management system; in particular, it is about a management system that can integrate financial information from multiple sources and output dynamic information.

The rapid progress of financial technology has also caused a dramatic increase in the flow of information. Although a variety of financial information is closely related to investment finance, there are few systems that can be compiled and exported for reference. The current practice is to use the financial sales staff to grasp the customer's investment intentions, and then log in to the system of different financial products to query and download information related to the customer's investment. However, most of the systems currently on the market only provide static data query and unorganized data, and lack the technology of unified analysis, aggregation and output.

On the other hand, because business staff can only obtain unconsolidated information, it often takes a lot of time to integrate information and prepare analysis reports, which puts a lot of burden on business staff. Therefore, it is often impossible to keep up to date with the latest financial information. Therefore, it is necessary to develop technologies that can update information in real time, provide dynamic data query, and output summary charts.

In order to solve the aforementioned problems and achieve the purpose of creation, one implementation aspect of the creation is to provide a financial information management system, including a database server, an Internet server, and a terminal host. The database server has a first extraction/transposition/loading module. The internet server has a second extraction/transposition/loading module. The terminal host is connected to the database server and the Internet server respectively, and has a display module. Among them, the database server belongs to a bank and connects to a plurality of financial information systems affiliated with the bank; the Internet server connects to a plurality of financial information systems not affiliated with the bank; the terminal host is suitable for the data The library server and the Internet server receive a plurality of financial information and display the financial information on the display module.

In a specific embodiment, the terminal host further includes a dynamic chart output module; a foreign exchange data output module; a calendar output module; and an adaptive webpage module.

In a specific embodiment, after the database server or the internet server receives at least one financial information, the first extraction/transposition/loading module and the second extraction/transposition/ After loading the module conversion format, the financial information is transferred to the terminal host.

In a specific embodiment, the plurality of financial information systems belonging to the bank are selected from: financial and financial transaction system, financial and financial application system, combined commodity transaction system, transaction limit control system, foreign exchange sign bargaining and quotation system, Or any combination of them.

Another embodiment of this creation is a financial information management system, which includes a database server, an Internet server, a terminal host, and a display device. The database server has a first extraction/transposition/loading module. The internet server has a second extraction/transposition/loading module. The terminal host is connected to the database server and the Internet server respectively. The display device is connected to the terminal host. Among them, the database server belongs to a bank, and connects to a plurality of financial information systems affiliated with the bank; the Internet server connects to a plurality of financial information systems not affiliated with the bank; the terminal host is suitable for the data The library server and the Internet server receive a plurality of financial information and transfer the financial information to the display device.

The technical features of this creation, including specific features, are disclosed in the patent application. For the technical features of this creation, it is better to understand the description, the embodiments based on the creative principle, and the drawings to describe the creation in detail as follows.

All technical and scientific terms mentioned in the scope of this creation specification and patent application, unless otherwise defined, are the definitions known to those with ordinary knowledge in the technical field to which the creation belongs. The singular terms "a", "an", "the", or their equivalents, unless otherwise stated, may refer to more than one object. Unless otherwise stated, "or", "and" and "and" used in this manual refer to "or/and". In addition, the terms "include" and "include" are not open-ended conjunctions with restrictions. The foregoing definition only illustrates the terminology and should not be interpreted as a limitation on the subject matter of creation. Unless otherwise stated, the materials used in this creation are commercially available and readily available.

The ordinal numbers mentioned in this specification and the request items, such as "first", "second", etc., are only used to describe the disclosed elements, and do not refer to or indicate any execution order between the elements, nor do they refer to or indicate The order between one element and another element, or the sequence of steps in the process. These ordinal numbers are only used to clearly distinguish one element with a certain name from another element with the same name.

The term "connection" in this manual refers to communication connection, including wired communication and wireless communication. The wired communication includes but is not limited to wired network or direct telecommunication connection. The wireless communication includes but not limited to sound wave, infrared, radio, electromagnetic wave, exhibition Frequency technology, or other wireless communication technology.

This creation system includes an extract/transform/load module (ETL (Extract-Transform-Load)). The functions of the extract/transpose/load module 62 may include, but are not limited to: collecting financial information and converting formats , Give first-class water number, information encryption, information debugging, and load information into the financial institution server. Generally speaking, the extraction/transposition/loading module uses a temporary data table to temporarily save data during data conversion, and finally loads the data into its database.

The display device described in this specification is defined as an electronic display device for personal use, including but not limited to a mobile phone, a tablet computer, or a notebook computer, and is connected to a server of an insurance company to display financial information.

Example 1

FIG. 1 is a schematic structural diagram of a financial information management system 100 that reveals this creation.

The financial information management system 100 includes: a database server 10; an Internet server 20; and a terminal host 30, respectively connected to the database server 10 and the Internet server 20.

The database server 10 and the Internet server 20 have an extraction/transposition/loading module 11, 21, respectively.

The database server 10 is affiliated with a bank, that is, the database server 10 is a database server of a bank, and is connected to a plurality of financial information systems FS1~FS5 affiliated with the bank. These financial information systems include financial and financial transaction system FS1, financial and financial application system FS2, combined commodity trading system FS3, transaction limit control system FS4, or foreign exchange sign bargaining and quotation system FS5 and other systems; but this creation is not limited to this, The database server 10 can also be connected to other financial information-related systems to obtain the required financial information.

The Internet server 20 is connected to a plurality of financial information systems FS6 not affiliated with the bank. Therefore, the Internet server 20 can be connected to, for example, the financial information system of Bloomberg or Reuters to obtain the required external financial information.

Since the database server 10 and the Internet server 20 are provided with the first extraction/transposition/loading module 11 and the second extraction/transposition/loading module 12, respectively, the database After receiving at least one piece of financial information, the server or the Internet server converts the format by the first extraction/transposition/loading module and the second extraction/transposition/loading module, respectively. Financial information is passed to the terminal host. In a specific embodiment, the extraction/transposition/loading module may be a SQL Server Integration Services module.

The terminal host 30 includes a display module 31 for receiving a plurality of financial information from the database server 10 and the Internet server 20 and displaying the financial information on the display module 31.

In a preferred embodiment, the terminal host may further include a dynamic chart output module 32; a foreign exchange data output module 33; a calendar output module 34; and an adaptive webpage module 35.

The dynamic chart output module 32 generates corresponding data by using front-end chart vision technology and back-end API (Application Programming Interface), so that charts can be dynamically generated, and solves the problem of adding relevant program codes one by one according to various needs. Corresponding back-end API can instantly generate various dynamic charts.

The foreign exchange data output module 33 is based on the customer transaction market price, exchange rate, and total exposure risk information provided by the financial information for Momentum Index (MTM) market price analysis, counterparty credit risk analysis, sales net interest rate analysis, non-hedging high The analysis of the concentration of risk commodities will produce the analysis results of relevant foreign exchange transactions, so as to facilitate the subsequent business promotion.

The calendar output module 34 is based on the attendance data provided by the database, and cooperates with the system scheduling function and the input of the itinerary of each department. It can provide related personnel and supervisors to know each other's itinerary and improve communication efficiency.

The adaptive webpage module 35 enables the website to be appropriately presented at different resolutions when browsing on different devices (for example, from desktop computer monitors to mobile phones or other mobile product devices), reducing user zooming, panning and Operational actions such as scrolling. Change the layout of web pages at different resolutions so that different devices can browse the same website normally, providing the best visual experience.

Example 2

FIG. 2 is a schematic diagram of another embodiment of the system 100 of the present disclosure.

This embodiment is similar to Embodiment 1, so the similarities are not repeated here. The difference between this embodiment and Embodiment 1 is explained as follows.

The terminal host 30 of this embodiment does not include a display module, but provides another display device 40 to be connected to the terminal host 30. After receiving a plurality of financial information from the database server 10 and the Internet server 20, the terminal host 30 further transmits the financial information to the display device 40 for users (for example, business personnel or Bank staff) review.

In the content disclosed in the embodiments of the present specification, those with ordinary knowledge in the field of the creation can clearly know that the foregoing embodiments are only examples and not limitations; those with ordinary knowledge in the technical field to which the creation belongs can be implemented through many changes and substitutions. It is not different from the technical characteristics of this creation. According to the embodiment of the specification, there can be many transformations of this creation which still do not hinder the implementation. The request items provided in this specification define the scope of this creation, which covers the aforementioned methods and structures and their equivalent creations.

100: Financial Information Management System 10: database server 11: First extraction/transposition/loading module 20: Internet server 21: Second extraction/transposition/loading module 30: terminal host 31: Display module 32: Dynamic chart output module 33: Foreign exchange data output module 34: Calendar output module 35: Adapt to web module 40: display device FS1~FS5: Financial information system affiliated with banks FS6: Financial information system not affiliated with banks

Figure 1 is a schematic diagram of the structure of the financial information management system. FIG. 2 is a schematic structural diagram of another embodiment of the financial information management system of the present creation.

100: Financial Information Management System

10: database server

11: First extraction/transposition/loading module

20: Internet server

21: Second extraction/transposition/loading module

30: terminal host

31: Display module

32: Dynamic chart output module

33: Foreign exchange data output module

34: Calendar output module

35: Adapt to web module

FS1~FS5: Financial information system affiliated with banks

FS6: Financial information system not affiliated with banks

Claims (5)

A financial information management system, including A database server with a first extraction/transposition/loading module; An internet server with a second extraction/transposition/loading module; and A terminal host is connected to the database server and the Internet server respectively, and has a display module; Among them, the database server belongs to a bank and connects to a plurality of financial information systems affiliated with the bank; the Internet server connects to a plurality of financial information systems not affiliated with the bank; the terminal host is suitable for the data The library server and the Internet server receive a plurality of financial information and display the financial information on the display module. The system according to claim 1, wherein the terminal host further includes a dynamic chart output module; a foreign exchange data output module; a calendar output module; and an adaptive webpage module. The system according to claim 1, wherein after the database server or the Internet server receives at least one financial information, the first extraction/transposition/loading module and the second extraction/ After transposing/loading the module to convert the format, the financial information is transferred to the terminal host. The system as described in claim 1, wherein the plurality of financial information systems affiliated with the bank are selected from: financial and financial transaction system, financial and financial application system, combined commodity transaction system, transaction limit control system, foreign exchange sign bargaining A group formed by a quotation system or any combination thereof. A financial information management system, including A database server with a first extraction/transposition/loading module; An Internet server with a second extraction/transposition/loading module; A terminal host connected to the database server and the Internet server respectively; and A display device connected to the terminal host; Among them, the database server belongs to a bank and connects to a plurality of financial information systems affiliated with the bank; the Internet server connects to a plurality of financial information systems not affiliated with the bank; the terminal host is suitable for the data The library server and the Internet server receive a plurality of financial information and transfer the financial information to the display device.

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