WO2023071624A1 - Procédé, système et dispositif de gestion de données basés sur esop, et support - Google Patents

Procédé, système et dispositif de gestion de données basés sur esop, et support Download PDF

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Publication number
WO2023071624A1
WO2023071624A1 PCT/CN2022/119984 CN2022119984W WO2023071624A1 WO 2023071624 A1 WO2023071624 A1 WO 2023071624A1 CN 2022119984 W CN2022119984 W CN 2022119984W WO 2023071624 A1 WO2023071624 A1 WO 2023071624A1
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information
identifier
data
incentive
target
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PCT/CN2022/119984
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English (en)
Chinese (zh)
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杨一鸣
邹鸿宇
谢圳
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富途网络科技(深圳)有限公司
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Publication of WO2023071624A1 publication Critical patent/WO2023071624A1/fr

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Definitions

  • the present application relates to a data management technology, and provides an ESOP-based data management method, device, equipment and storage medium.
  • Trust is a property management system and legal act with assets as the core, trust as the basis, and entrustment as the method. It means that the settlor entrusts his property rights to the trustee based on his trust in the trustee.
  • the act of managing and disposing of a person’s will in his own name for the benefit of the beneficiary or for a specific purpose;
  • the trust business system is the business system for hosting trusts, and the data system is the data system for managing trust business, among which the trust system manages large data Part of it is offline management (such as recording excel), such as data recording and management of tens of thousands of beneficiary information, which is inefficient, and when the amount of data is large, offline data management is cumbersome.
  • offline management such as recording excel
  • the purpose of this application is to provide an ESOP-based data management method, business system, electronic equipment, and computer-readable storage medium, which realizes the association between the business system and the data system, and makes the business
  • the system can display the target information that the system does not have, and realize the data synchronization between the business system and the data system.
  • This application proposes a data management method, including: obtaining the basic information and configuration files of the target object, the basic information contains the object identifier, and the configuration file is used to describe the fund trust business established by the target object as the beneficiary , the configuration file contains the asset configuration identifier set for the fund trust business; the object identifier and the asset configuration identifier are sent to the data system, so that the data system can compare the local incentive information with the object identifier Matching with the asset configuration identifier to determine the target object and the target information corresponding to the target object; the target information includes incentive data corresponding to the fund trust business; the target returned by the data system information to display.
  • the present application also proposes an ESOP-based business system, including: an acquisition module for acquiring basic information and a configuration file of a target object, wherein the basic information contains an object identifier, and the configuration file is used to describe the target object as For the fund trust business established by the beneficiary, the configuration file contains the asset allocation identification set for the fund trust business; the sending module is used to send the object identification and the asset allocation identification to the data system, so that The data system matches the local incentive information with the object identifier and the asset allocation identifier, and determines the target object and the target information corresponding to the target object; the target information includes the target information corresponding to the fund trust business Incentive data; a display module, configured to display the target information returned by the data system.
  • the present application also proposes an electronic device, which includes: a memory storing computer-readable instructions; and a processor reading the computer-readable instructions stored in the memory to execute the method as described above.
  • the present application also proposes a computer-readable storage medium, on which computer-readable instructions are stored, and when the computer-readable instructions are executed by a processor of a computer, the computer is made to execute the method as described above.
  • the business system sends the object ID and asset configuration ID of the object to the data system, and then the data system will verify the object ID and asset configuration ID to ensure the security of information transmission and provide local incentives
  • the information is matched with the object identifier and asset configuration identifier to determine the target object and the target information corresponding to the target object.
  • the target information includes incentive data
  • the business system can display the incentive data returned by the data system, realizing the relationship between the business system and the data system.
  • the association between business systems and the online management of business system data, and through object identification and asset configuration identification the business system can display the target information in the data system, and realize the synchronization of business system and data system data without manual intervention. System data consistency and management efficiency.
  • FIG. 1 is a schematic diagram of an implementation environment involved in the present application
  • Fig. 2 is a flowchart of a data management method shown in an exemplary embodiment of the present application
  • Fig. 3 is a flowchart in an exemplary embodiment before step S110 in the embodiment shown in Fig. 1;
  • Fig. 4 is a schematic diagram of an account display interface shown in an exemplary embodiment of the present application.
  • Fig. 5 is a schematic diagram of an account creation page shown in an exemplary embodiment of the present application.
  • Fig. 6 is a flowchart in another exemplary embodiment before step S110 in the embodiment shown in Fig. 1;
  • Fig. 7 is a schematic diagram of a fund trust business display interface shown in an exemplary embodiment of the present application.
  • Fig. 8 is a schematic diagram of a service creation page shown in an exemplary embodiment of the present application.
  • Fig. 9 is a schematic diagram of a display interface shown in an exemplary embodiment of the present application.
  • Fig. 10 is a schematic diagram of a company list page shown in an exemplary embodiment of the present application.
  • Fig. 11 is a schematic diagram of a plan list page shown in an exemplary embodiment of the present application.
  • Fig. 12 is a schematic diagram of an ESOP system configuration shown in an exemplary embodiment of the present application.
  • Fig. 13 is a schematic diagram of an ESOP trust system configuration shown in an exemplary embodiment of the present application.
  • Fig. 14 is a schematic structural diagram of a service system shown in an exemplary embodiment of the present application.
  • FIG. 15 shows a schematic structural diagram of a computer system suitable for implementing the electronic device of the embodiment of the present application.
  • the "plurality” mentioned in this application refers to two or more.
  • “And/or” describes the association relationship of associated objects, indicating that there may be three types of relationships. For example, A and/or B may indicate: A exists alone, A and B exist simultaneously, and B exists independently. The character “/” generally indicates that the contextual objects are an "or” relationship.
  • FIG. 1 is a schematic diagram of an implementation environment involved in this application.
  • the implementation environment includes a business system 10 and a data system 20, and the business system 10 and the data system 20 communicate through a wired or wireless network;
  • the business system 10 is used to manage fund trust business, including but not limited to new objects ,
  • the newly added object is the fund trust business established by the beneficiary, displaying the incentive data and beneficiary information corresponding to the fund trust business;
  • the data system 20 is used to manage the relevant data of the fund trust business, including but not limited to the fund trust business
  • Corresponding incentive data and beneficiary information are managed, such as adding, updating and other management methods.
  • the fund trust business is an ESOP-based business, such as the ESOP plan
  • the business system is the ESOP trust system (that is, the trust system that manages the stocks before the ESOP plan vests)
  • the data system is the ESOP system (that is, the data management system that manages the ESOP plan. system)
  • the business system manages the ESOP plan
  • the data system manages the incentive data corresponding to the ESOP plan.
  • the business system 10 when it needs to display target information, it obtains the basic information and configuration file of the target object, wherein the basic information contains the object identifier, the configuration file contains the asset configuration identifier, and the configuration file is used to describe the target object as the beneficiary
  • the configuration file contains the asset allocation identifier; the object identifier and the asset allocation identifier are sent to the data system 20 .
  • the data system 20 matches the local incentive information with the object identifier and asset allocation identifier, and determines the target object and the target information corresponding to the target object; the target information includes the incentive data corresponding to the fund trust business; and sends the target information to the business system.
  • the service system 10 displays the target information so that users can learn the target information.
  • the business system 10 and the data system 20 can be independent physical servers, or server clusters or distributed systems composed of multiple physical servers, or provide cloud services, cloud databases, cloud computing, cloud functions, cloud storage , network services, cloud communications, middleware services, domain name services, security services, CDN (Content Delivery Network, content distribution network) and cloud servers for basic cloud computing services such as big data and artificial intelligence platforms, this section does not impose restrictions on this.
  • CDN Content Delivery Network, content distribution network
  • FIG. 2 is a flow chart of an ESOP-based data management method shown in an exemplary embodiment of the present application.
  • the data management method includes steps S110 to S130, which are described in detail as follows:
  • the basic information includes the object identifier
  • the configuration file is used to describe the fund trust business established by the target object as the beneficiary
  • the configuration file includes the asset allocation identifier
  • the object is the entrusting party
  • the target object is the specific entrusting party
  • multiple entrusting parties can be stored in the business system, and the entrusting party's basic information and configuration files need to be obtained, where the basic information is used to describe the entrusting party's basic circumstances, such as the entrusting party’s name, contact information, etc.; the configuration file is used to describe the fund trust business established by the beneficiary as the target object.
  • a trust business that manages, uses or disposes of.
  • the basic information in this embodiment contains the object identifier, which is unique and used to identify the object, for example, the object identifier is the entrusting party ID (Identity document); the configuration file contains The asset allocation identifier set by the business.
  • the asset allocation identifier is unique and is used to identify which fund trust business it is.
  • the asset allocation identifier is the asset source identifier of the entrusting party, that is, after the entrusting party entrusts the fund trust business
  • the delivered funds are identified through unique identification processing, for example, the asset configuration identification is the configuration ID.
  • the basic information and configuration files of all objects are stored in the storage of the business system.
  • the basic information and configuration files of all objects can be read from the storage, and the selection Basic information and profiles of a target audience.
  • S120 Send the object identifier and the asset configuration identifier to the data system, so that the data system can match the local incentive information with the object identifier and the asset configuration identifier, and determine the target object and the target information corresponding to the target object; the target information includes information related to the fund trust business Corresponding incentive data.
  • the business system and the data system communicate through a wired or wireless network.
  • the business system needs to communicate with the data system, the business system sends an HTTP (Hypertext Transfer Protocol, Hypertext Transfer Prtcl) request, request parameters
  • HTTP Hypertext Transfer Protocol
  • request parameters For object identification and asset configuration identification, the data system receives HTTP requests, extracts request parameters, and verifies local incentive information with object identification and asset configuration identification.
  • the local incentive information includes a local identifier
  • the process of the data system verifying the object identifier and the asset configuration identifier includes: the data system verifies whether the local identifier includes the object identifier, and when it is determined that the local identifier includes the object identifier , further verify whether the local identifier contains the asset configuration identifier, and when it is determined that the local identifier includes the asset configuration identifier, it means that the verification is passed; when the local identifier does not include the object identifier, there is no need to verify the asset configuration identifier, and the data system can send The business system returns an object identifier error message; when the local identifier includes the object identifier but the local identifier does not include the asset configuration identifier, the data system may also return a configuration identifier error message to the business system.
  • the business system receives the object identifier error information returned by the data system, and the object identifier error information is generated when the data system determines that the local identifier does not include the object identifier; or, receives the configuration identifier error information returned by the data system, and the configuration identifier The information is generated by the data system when it determines that the local identification includes the object identification and the local identification does not include the asset configuration identification.
  • the process of the data system verifying the object ID and the asset configuration ID includes: when the data system verifies that the local ID includes both the object ID and the asset configuration ID, but the object ID and the asset configuration ID are in the data system When the same object does not correspond to the same object, the data system can also return an error message to the business system, so that the business system can verify the relationship between the object ID and the asset configuration ID.
  • the business system is used to receive the error information returned by the data system, and the error information is used to generate when the data system determines that the local identifier includes the object identifier and the asset configuration identifier, and the object identifier and the asset configuration identifier do not correspond to the same object.
  • the data system when the data system passes the verification of the object ID and the asset configuration ID, it identifies which object is the business system object according to the object ID, and matches the target information corresponding to the object in the data system according to the asset configuration ID, where the target information Corresponding to the fund trust business.
  • the local identifier is stored in the memory of the data system, which contains all the identifiers in the data system, and the target information of each object only exists in the data system, so the data system can match according to the object identifier and asset configuration identifier After receiving the target information, the target information is sent to the business system for display.
  • the process of the data system verifying the object identifier and the asset configuration identifier includes: the local incentive information includes all incentive data, and the data system is used to determine the basic information based on the object identifier, and determine When obtaining the configuration file, determine the incentive data that matches the local basic information and the configuration file, and the target object corresponding to the incentive data from all the incentive data.
  • the data system can find the basic information stored locally according to the object identifier, and can find the configuration file stored locally according to the asset configuration identifier.
  • Each incentive data corresponds to a basic information and configuration file. When the basic information and configuration file are found , then the unique corresponding incentive data can be further matched from all the incentive data, and the associated target object can be determined according to the incentive data.
  • the information in the basic information, configuration files, and incentive data is replaced by common characters and preset character correspondences to obtain character strings of the same type, and then normalized to obtain corresponding standard information.
  • the correlation between the combined information and the standard incentive information is determined by the following formula:
  • X represents the combined information, which is composed of characters x i ;
  • Y represents the standard incentive information, composed of characters y i ;
  • i represents the character identifier, and
  • n represents the number of characters corresponding to the longest information in the combined information and the standard incentive information.
  • the data system cannot determine the basic information and configuration file, and the data system cannot Associated with the corresponding incentive data, at this time the data system can return an error message to remind the business system.
  • the business system receives the target information and displays the target information so that users can view the target information.
  • the business system sends the object ID and asset configuration ID of the object to the data system, and then the data system verifies the object ID and asset configuration ID, determines the target object according to the object ID, and determines the fund trust information based on the asset configuration ID.
  • the target information corresponding to the business, the target information includes incentive data, and then the business system displays the incentive data returned by the data system, realizing the association between the business system and the data system, and enabling the business system to display through object identification and asset configuration identification
  • FIG. 3 is a flowchart in an exemplary embodiment before step S110 in the embodiment shown in FIG. 2.
  • the data management method further includes:
  • the business system will enter the information of the target object, and create a target account of the target object on the business system, so as to facilitate subsequent management of the target object by establishing the target account.
  • the information of the target object includes the object name and attribute information of the target object.
  • the object name is, for example, the company name.
  • the attribute information is used to describe the characteristics of the target object.
  • the attribute information includes the contact information of the target object.
  • the contact information includes the company Correspondence address, office address, contact name, position, office phone number and email address, etc.; this attribute information also includes the target object's listing status (listed or not), stock status (stock name, code, etc.).
  • the created target account includes the object name and attributes.
  • the business system will provide an account display interface.
  • the account display interface includes the existing target account and the corresponding information viewing control of the target account, and jumps to the account information viewing interface through the information viewing control , the specific information of the target account can be viewed in the account information viewing interface;
  • the account display interface also includes an account creation control, and the user can create an account by triggering the account creation control, and the account display interface will switch to the account creation page, as shown in
  • the account creation interface includes a form control, and the object name and attribute information of the target object can be entered by triggering the form control. After the object name and attribute information are entered, the target object can be created by triggering the "Create" control target account. Among them, when the "create" control is triggered, the account creation interface will jump to the account information viewing interface.
  • the business system when the target account is successfully established, the business system automatically generates a unique object identifier for the target account to distinguish each object.
  • the object identifier can be a company ID, and the encoding rule is EBT20210622001, and EBT is fixed
  • the prefix letters represent the employee equity incentive trust.
  • the middle 8 digits are the year, month, and day when the account was created in the business system, and the last 3 digits are the natural cycle of creating the account in the business system, which increases naturally from 001.
  • a third-party system can also generate a unique identifier for the target account, and the third-party system sends the unique identifier to the business system, and the business system encrypts and generates the unique identifier based on the unique identifier generated by the third-party system.
  • Unique object identifier; the unique identifier generated by a third party is encrypted to ensure the accuracy and reliability of the unique identifier.
  • the object name, attribute image, and object ID are used as basic information.
  • the business system will automatically generate a unique object ID.
  • the account creation interface will be adjusted to the account information viewing interface, and the account information viewing interface will display the basic information of the target object, that is, the object name, attribute image and object ID will be displayed.
  • the basic information of the target account can also be modified; since there are multiple object accounts in the business system, the account can also be searched, specifically through the basic information of the object ID, or object name to search to see a specific object.
  • the business system can obtain the object identifier of the target object by reading the basic information.
  • Figure 6 is a flowchart in an exemplary embodiment before step S110 in the embodiment shown in Figure 2, before obtaining the basic information and configuration files of the target object, the ESOP-based data management method Also includes:
  • the target account is created for the target object
  • the relevant information of the fund trust business includes funds Basic business information of the trust business, such as business name, business ID, business type (support options/restricted stock unit RSU), business effective date, business termination date, and whether to establish the British Virgin Islands (The British Virgin Islands, BVI) company.
  • Basic business information of the trust business such as business name, business ID, business type (support options/restricted stock unit RSU), business effective date, business termination date, and whether to establish the British Virgin Islands (The British Virgin Islands, BVI) company.
  • Securities account information includes securities account name, account type, business identifier, object login identifier, etc., where the account type can be BVI or trust (BVI means that the account is established for a BVI company, and trust means that it does not open a BVI company), and the object
  • BVI means that the account is established for a BVI company, and trust means that it does not open a BVI company
  • the login ID refers to the ID for the target object to log into the business system
  • the business ID is the business ID of the securities account, which is used to identify the securities account.
  • the relevant information of the fund trust business also includes BVI information.
  • BVI information When the "whether to establish a BVI" in the basic business information, if the input is "yes", the BVI information needs to be input, and when the input is "no ", there is no need to enter; the BVI information includes BVI establishment fee, BVI management fee, establishment time, etc.
  • the business system will provide a fund trust business display interface, which includes the existing fund trust business of the target object and the business viewing controls corresponding to the fund trust business, through The business viewing control jumps to the fund trust business information viewing interface, and the fund trust business information viewing interface can view the relevant information of the fund trust business and the securities account information; the fund trust business display interface also includes a new business control, and the user can pass This business creates a new control to create a new fund trust business.
  • the fund trust business display interface will jump to the new business page, as shown in Figure 8.
  • the new business page includes a form control, and funds can be entered by triggering the form control
  • funds can be entered by triggering the form control
  • the fund trust business of the target object is created by triggering the "Add" control.
  • the new business page will jump to the fund trust business information viewing interface.
  • the business system needs to enter the asset allocation identification for the target object, wherein the asset allocation identification is from the data system. It can be a unique identifier automatically generated by the data system, and the asset allocation identifier corresponds to the fund trust business in the data system, the data system sends the asset allocation identifier to the business system, and the business system automatically enters the asset allocation identifier in the securities account information .
  • a configuration file is generated according to the relevant information of the fund trust business and the securities account information, and then the business can read the configuration file to obtain the target object's fund allocation identification .
  • the configuration file of the target object is generated, the information in the configuration file can also be modified; since the target object can have multiple configuration files, the configuration files can also be searched, specifically by business name or Asset configuration IDs are searched to view specific configuration files.
  • the securities account information includes business identifiers and object login identifiers, of which asset configuration identifiers correspond to business identifiers and object login identifiers, that is, an asset configuration identifier corresponds to a single business identifier & a single object login identifier; in order to improve the data system
  • the security of the transmission can also be verified according to the service identification and the object login identification and the data system.
  • the data management method provided in this embodiment also includes:
  • the local incentive information includes a local identifier
  • the data system is used to determine that the local incentive information and the service identifier Matches the object login ID.
  • the business system sends the business identifier and the object login identifier to the data system, and the data system also performs consistency verification on the business identifier and the object login identifier. verification, that is, the data system verifies whether the local identifier includes the business identifier and the object login identifier. If the object login ID matches, the data system will continue to send the target information to the business system to continue data synchronization; when the data system verifies that the local ID does not include the business ID and object ID, the data system will suspend sending the target information to the business system. , the data system can send identification error information to the business system.
  • the business system may also send the object ID and asset configuration ID to the data system. After the data system passes the verification, it returns a connection success message to the business system. At this time, the business system sends the business ID and the object login ID to To the data system, the data system sends the target information to the business system after verifying the service ID and the object login ID.
  • the business identifier and the object login identifier are sent to the data system, so that when the data system verifies that the local identifier does not include the business identifier and the object login identifier, the data connection between the data system and the business system will not be affected this time. and update, but return a reminder message, the business system will display the reminder message "The business ID and object login ID are inconsistent with the data system, please verify”.
  • the business system since the business ID and the object login ID are entered in the business system; after the business ID and the object login ID are entered in the business system, the business system will first send the business ID and the object login ID to the data system , so that the data system stores the service ID and object login ID.
  • the target information also includes beneficiary information corresponding to each beneficiary, and the beneficiary information is associated with the incentive data; before displaying the target information returned by the data system, the information provided in this embodiment based on ESOP's approach to data management also includes:
  • the beneficiary information includes the name of the beneficiary, the company to which the beneficiary belongs, the certificate number, contact information, etc. Since the beneficiary information is associated with the incentive data, in an example, after the data system returns the incentive data, the business system Read the beneficiary information from the data system. For example, after the data system returns the incentive data, the business system sends a beneficiary information request, and the data system sends the beneficiary information to the business system; for another example, after the data system returns the incentive data, the business system and the data The system has established data docking, and the business directly reads the beneficiary information associated with the incentive data from the data system.
  • the data system determines the associated beneficiary information according to the incentive data, and returns the incentive data and the beneficiary information at the same time.
  • the incentive data in this embodiment includes the number of incentives awarded to each beneficiary by the target object and the incentive attribution information of each beneficiary.
  • the number of incentives for example, the number of incentives issued by company A to employee 1 is 300 shares, and the number of incentives issued by company A to employee 2 is 6000 shares;
  • the incentive attribution information of each beneficiary refers to the incentive account of each beneficiary,
  • the incentive attribution information includes at least one of vested incentives, effective vested incentives and pending incentives;
  • vested incentives refer to the amount of incentives after maturity (that is, incentives that have been credited), pending vesting incentives refer to The number of immature incentives (that is, the number of incentives that have not yet been credited), the effective vested incentives refer to: vested - vested and canceled incentives, and the vested and canceled incentives are credited and the deduction has been cancelled.
  • the target information includes the beneficiary information of all beneficiaries, and the incentive data corresponding to each beneficiary information. Since the beneficiary information and incentive data of all beneficiaries are displayed, the amount of data is large, and this embodiment can By screening and displaying the beneficiary information and incentive data of some beneficiaries, at this time, displaying the target information includes:
  • the screening information carried in the beneficiary screening instruction select the target beneficiary that matches the screening information from all beneficiaries; display the beneficiary information corresponding to the target beneficiary on the display interface, and display the target beneficiary granted to the fund trust business Incentive quantity and incentive attribution information of target beneficiaries.
  • the user sends a beneficiary screening instruction through an operation, and the beneficiary screening instruction includes the screening information of the target beneficiary, and then the business system can receive the beneficiary screening instruction and select from all beneficiaries according to the screening information of the target beneficiary.
  • the target beneficiary that matches the screening information is screened out; the screening information includes but is not limited to the name of the beneficiary, the company to which the beneficiary belongs, the certificate number, contact information, etc.; Go to the beneficiary screening instruction carrying the beneficiary name "Niu Niu", and find the beneficiary named "Niu Niu" from the names of all beneficiaries, so as to determine "Niu Niu” as the target beneficiary; jointly displayed in a display interface
  • the display interface shown in Figure 9 shows the beneficiary information of the beneficiary Niu Niu, and the incentive data of the beneficiary Niu Niu in the fund trust business of "Plan A".
  • a display interface displays beneficiary information of the target beneficiary and incentive attribution information of the target beneficiary, at least one of vested incentives, effective vested incentives and incentives to be vested may be displayed.
  • ESOP-based data management methods also include:
  • the data update message automatically returned by the data system is received, and the data update message contains the updated target information; the updated target information is displayed in the display interface target information.
  • the data update message automatically returned by the data system will be updated in real time by the business system, so that the data of the business system and the data system can be kept in sync at any time.
  • changed parameters are marked.
  • the display interface shows the beneficiary information of the target beneficiary, the number of incentives granted to the target beneficiary by the target object in the fund trust business, and the incentive attribution information. Since the information displayed on the display interface only exists in the data system, when the display interface When any parameter contained in the displayed target information changes in the data system, such as when the contact information of the target beneficiary changes, the data system will automatically send a data update message, which includes the updated target information ( updated contact information, incentive quantity, and incentive attribution information); after receiving the data update message, the business system displays the updated target information on the display interface. In some examples, the business system can also mark the changed parameters to remind the user which parameter has changed, for example, highlight the updated contact information in the display interface. Another example is when the target beneficiary’s beneficiary information, incentive quantity and vested incentives are displayed on the display interface; when the target beneficiary’s incentives to be vested changes in the data system, the data system will not send a data update message.
  • ESOP employee stock ownership plan
  • ESOP system data management system for managing ESOP plan (employee stock ownership plan)
  • ESOP trust system trust system for trusteeship of stocks before ESOP plan vesting;
  • the above-mentioned business system is the ESOP trust system
  • the data system is the ESOP system
  • the target object is B Testing Co., Ltd.
  • the fund trust business is a trust plan established by company B for employees;
  • the business system displays the company list page, and triggers the "New Company" control on the company list page to enter the new company page , enter the company's basic information and contact information in the new company page to create company information in the business system, where the business system also needs to generate a company ID for the company to uniquely identify which company it is;
  • the ESOP trust system After creating a trust plan for the company, the ESOP trust system will automatically synchronize the beneficiary information and incentive data of the beneficiaries under the trust plan.
  • the ESOP trust system will automatically synchronize the beneficiary information and incentive data of the ESOP system, which needs to be configured first.
  • the company ID is the ESOP trust system creation company
  • the unique identifier assigned by the ESOP trust system as shown in Figure 13, in the ESOP trust system, set the planned "securities account configuration ID", which is the asset source ID generated for the company in the ESOP system;
  • the ESOP trust system will initiate an HTTP request, and the request parameters are "ESOP trust system company ID" and "planned securities account configuration ID".
  • the ESOP system matches a certain company in the ESOP system according to the passed ESOP trust company ID, and matches the incentive data in the ESOP system according to the passed securities account configuration ID. It will contain the securities account configuration ID, so the incoming securities account configuration ID can be associated with the incentive data, and the incentive data will manage the beneficiary information, and the beneficiary information will be determined after the incentive data is determined.
  • the incentive data due to the beneficiary information, the incentive data only exists in the ESOP system.
  • the beneficiary information or incentive data of the ESOP system changes, the ESOP trust system will read it in real time to realize the data synchronization between the ESOP trust system and the ESOP system .
  • Figure 14 shows an ESOP-based business system according to an example embodiment of the present application, including:
  • the acquisition module 1401 is used to acquire the basic information and configuration file of the target object.
  • the basic information contains the object identifier.
  • the configuration file is used to describe the fund trust business set up by the target object as the beneficiary.
  • the configuration file contains the fund trust business set up for the target object asset allocation identification;
  • the sending module 1402 is configured to send the object identifier and the asset configuration identifier to the data system, so that the data system can match the local incentive information with the object identifier and the asset configuration identifier, and determine the target object and the target information corresponding to the target object; the target information includes Incentive data corresponding to fund trust business;
  • the presentation module 1403 is used to present the target information returned by the data system.
  • the business system further includes a creation module, which is used to enter the object name and attribute information of the target object to create the target account of the target object; generate a unique object identifier for the target account; combine the object name, attribute information, and object identifier as basic information.
  • a creation module which is used to enter the object name and attribute information of the target object to create the target account of the target object; generate a unique object identifier for the target account; combine the object name, attribute information, and object identifier as basic information.
  • the business system also includes a generation module, which is used to enter the relevant information of the fund trust business and the securities account information; in the securities account information, enter the asset allocation identification from the data system for the target object, and the asset allocation identification is in the data system Corresponding to the fund trust business; generate a configuration file based on the relevant information of the fund trust business and the securities account information entered into the asset allocation identifier.
  • the securities account information also includes a business identifier and an object login identifier corresponding to the asset configuration identifier; the sending module 1402 is also configured to send the business identifier and the object login identifier to the data system, so that the data system can verify whether the local identifier does not After including the business ID and the object login ID, stop returning the target information.
  • the target information also includes beneficiary information corresponding to each beneficiary, and the beneficiary information is associated with the incentive data
  • the business system further includes a first receiving module for reading from the data system according to the incentive data returned by the data system Beneficiary information; or, the beneficiary information returned by the receiving data system at the same time as the incentive data.
  • the incentive data includes the number of incentives granted to each beneficiary by the target object and the incentive attribution information of each beneficiary; the display module 1403 is specifically used to select the target beneficiary from all beneficiaries according to the beneficiary screening instruction; The interface displays the beneficiary information corresponding to the target beneficiary, as well as the number of incentives granted to the target beneficiary by the target object in the fund trust business and the incentive attribution information.
  • the incentive attribution information includes vested incentives, effective vested incentives, and pending incentives at least one of .
  • the business system further includes an update module, which is used to receive a data update message automatically returned by the data system when any parameter contained in the displayed target information in the display interface changes in the data system, and the data update message contains The updated target information; display the updated target information in the display interface.
  • an update module which is used to receive a data update message automatically returned by the data system when any parameter contained in the displayed target information in the display interface changes in the data system, and the data update message contains The updated target information; display the updated target information in the display interface.
  • the service system further includes a marking module, which is used for marking the changed parameters.
  • the local incentive information includes a local identifier
  • the data system is used to determine the target object according to the object identifier after verifying that the local identifier includes the object identifier and the asset configuration identifier, and determine the target information corresponding to the target object according to the asset configuration identifier.
  • the local incentive information includes all incentive data.
  • the data system is used to determine the local basic information and configuration from all the incentive data when the basic information is determined according to the object identifier and the configuration file is determined according to the asset configuration identifier.
  • the incentive data that the file matches, and the target object corresponding to the incentive data.
  • the data system is used to determine the incentive data that matches the basic information and configuration files from all the incentive data, including: the data system is used to normalize the information in the basic information, configuration files, and incentive data respectively , to obtain the corresponding standard basic information, standard configuration information, and standard incentive information; the data system is used to combine standard basic information and standard configuration information to generate combined information; the data system is used to determine the relationship between combined information and standard incentive information A degree of relevance, based on the degree of relevance to determine the target stimulus data from all the stimulus data.
  • the data system is used to normalize information in basic information, configuration files, and incentive data to obtain corresponding standard basic information, standard configuration information, and standard incentive information, including: the data system is used to The information in the basic information, configuration files, and incentive data is replaced by common characters and preset character correspondences to obtain the same type of character strings, which are normalized to obtain the corresponding standard basic information, standard configuration information, and standard incentive information.
  • the data system is configured to determine target incentive data from all incentive data based on correlation, including: determining the highest correlation, and using the incentive data corresponding to the highest correlation as the target incentive data.
  • the data system is used to verify the local ID and the asset configuration ID, including: the data system is used to verify whether the local ID includes the object ID, and when it is determined that the local ID includes the object ID, verify whether the local ID includes the asset configuration ID , when it is determined that the local ID includes the asset configuration ID, the verification is passed.
  • the business system further includes a second receiving module, configured to receive the object identifier error information returned by the data system, the object identifier error information is generated when the data system determines that the local identifier does not include the object identifier; or, for receiving The configuration identification error information returned by the data system is received, and the configuration identification information is generated by the data system when it is determined that the local identification includes the object identification, and the local identification does not include the asset configuration identification.
  • a second receiving module configured to receive the object identifier error information returned by the data system, the object identifier error information is generated when the data system determines that the local identifier does not include the object identifier; or, for receiving The configuration identification error information returned by the data system is received, and the configuration identification information is generated by the data system when it is determined that the local identification includes the object identification, and the local identification does not include the asset configuration identification.
  • the business system further includes a third receiving module, configured to receive error information returned by the data system, where the error information is used to determine in the data system that the local identifier includes the object identifier and the asset configuration identifier, and the object identifier and the asset configuration identifier do not correspond generated by the same object.
  • a third receiving module configured to receive error information returned by the data system, where the error information is used to determine in the data system that the local identifier includes the object identifier and the asset configuration identifier, and the object identifier and the asset configuration identifier do not correspond generated by the same object.
  • the local incentive information includes a local identifier
  • the data system is used to determine whether the local incentive information and the service identifier and The object login ID matches.
  • this embodiment provides another ESOP-based business system, which also includes an object management module, a business management module, a beneficiary management module and an incentive management module;
  • the object management module is used to manage all objects, and the object management module includes object information unit, business list unit and object file unit; the object information unit can display the basic information of all objects, and also supports filtering objects through filter conditions; The object management module is also used to modify the basic information of the object and create a new object; the business list unit can create the fund trust business of the object, and generate the configuration file corresponding to the fund trust business; the object file unit can upload the file of the object , such as a trust agreement document.
  • the business management module is used to manage all fund trust businesses. It can display the information in the configuration files corresponding to all fund trust businesses, and supports viewing businesses through filter conditions; it can be understood that the business management module and the object management module can interact, that is When displaying the information in the configuration file, by clicking some information, such as the name of the object to which the configuration file belongs, you can adjust to the object management module to display the basic information of the object.
  • the business management module includes a business information unit, a beneficiary information unit, and a plan file unit.
  • the business information unit is used to display the relevant information of the fund trust business and securities account information in the configuration file corresponding to a certain business;
  • the beneficiary information unit can display Information on all beneficiaries under the fund trust business and incentive data of each beneficiary;
  • the plan file unit can upload files related to the fund trust business of the object, such as trust plan files. All the beneficiary information displayed in the beneficiary information unit and the incentive data of each beneficiary are obtained synchronously from the data system;
  • the beneficiary management module is used to view the incentive situation of all beneficiaries under the object dimension of the fund trust business according to the fund trust business dimension to which the beneficiary belongs. Of course, when filtering through the filter conditions, it interacts with the beneficiary information unit, that is The beneficiary information and incentive data of a beneficiary can be displayed.
  • the incentive management module is used to display all incentive data from the perspective of each object or each fund trust business, and can support screening from the time dimension; and the beneficiary management module can interact with the incentive management module to display certain The granting status of the incentive data of a beneficiary (the grant date, expiration date, and grant data granted by the object to the beneficiary), as well as the beneficiary's vested incentives, pending incentives and effective vested incentives.
  • a computer device includes a processor and a memory, wherein computer readable instructions are stored in the memory, and the computer readable instructions implement the above method when executed by the processor.
  • Fig. 15 is a schematic structural diagram of a computer device according to an exemplary embodiment.
  • the computer device is only an example adapted to this application, and should not be regarded as providing any limitation on the application scope of this application. Nor should the computer device be construed as being dependent on or necessarily having one or more components of the exemplary computer device shown in FIG. 15 .
  • a computer device includes a processing component 1501 , a memory 1502 , a power supply component 1503 , a multimedia component 1504 , an audio component 1505 , a sensor component 1507 and a communication component 1508 .
  • the above-mentioned components are not all necessary, and the computer device may add other components or reduce certain components according to its own functional requirements, which is not limited in this embodiment.
  • the processing component 1501 generally controls the overall operation of the computer device, such as those associated with display, data communication, and log data processing.
  • the processing component 1501 may include one or more processors 1509 to execute instructions to complete all or part of the steps of the above operations.
  • processing component 1501 may include one or more modules to facilitate interaction between processing component 1501 and other components.
  • the processing component 1501 may include a multimedia module to facilitate interaction between the multimedia component 1504 and the processing component 1501 .
  • Memory 1502 is configured to store various types of data to support operations at the computer device, examples of such data include instructions for any application or method operating on the computer device.
  • One or more modules are stored in the memory 1502, and the one or more modules are configured to be executed by the one or more processors 1509 to complete all or part of the steps in the methods described in the above embodiments.
  • the power supply component 1503 provides power to various components of the computer device.
  • Power components 1503 may include a power management system, one or more power supplies, and other components associated with generating, managing, and distributing power for a computing device.
  • Multimedia component 1504 includes a screen that provides an output interface between the computer device and the user.
  • the screen may include TP (Touch Panel, touch panel) and LCD (Liquid Crystal Display, liquid crystal display). If the screen includes a touch panel, the screen may be implemented as a touch screen to receive input signals from a user.
  • the touch panel includes one or more touch sensors to sense touches, swipes, and gestures on the touch panel. The touch sensor may not only sense a boundary of a touch or a swipe action, but also detect duration and pressure associated with the touch or swipe operation.
  • the audio component 1505 is configured to output and/or input audio signals.
  • the audio component 1505 includes a microphone configured to receive external audio signals when the computer device is in an operating mode, such as a call mode, a recording mode, and a voice recognition mode.
  • the audio component 1505 also includes a speaker for outputting audio signals.
  • Sensor component 1507 includes one or more sensors for providing status assessments of various aspects of the computing device.
  • the sensor component 1507 can detect the on/off state of the computer device, and can also detect the temperature change of the computer device.
  • the communication component 1508 is configured to facilitate wired or wireless communications between the computer device and other devices.
  • the computer device may access a wireless network based on a communication standard, such as Wi-Fi (Wireless-Fidelity, wireless network).
  • Wi-Fi Wireless-Fidelity, wireless network
  • FIG. 15 is only for illustration, and the computer device may include more or less components than those shown in FIG. 15 , or have different components from those shown in FIG. 15 .
  • Each component shown in FIG. 15 can be implemented by hardware, software or a combination thereof.
  • a computer-readable storage medium stores a computer program thereon, and when the computer program is executed by a processor, the aforementioned method is implemented.
  • the computer-readable storage medium may be included in the electronic device described in the above embodiments, or may exist independently without being assembled into the electronic device.
  • related data such as target object information, fund trust business related information and securities account information
  • fund trust business related information and securities account information need to obtain user permission, consent or authorization, and the collection, use and processing of relevant data need to comply with relevant laws, regulations and standards of relevant countries and regions.
  • the computer-readable storage medium shown in the embodiments of the present application may be, for example, an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, device, or device, or any combination thereof. More specific examples of computer-readable storage media may include, but are not limited to, electrical connections with one or more wires, portable computer diskettes, hard disks, random access memory (RAM), read-only memory (ROM), erasable Programmable Read-Only Memory (Erasable Programmable Read Only Memory, EPROM), flash memory, optical fiber, portable compact disk read-only memory (Compact Disc Read-Only Memory, CD-ROM), optical storage device, magnetic storage device, or any suitable one of the above The combination.
  • a computer-readable storage medium may be any tangible medium that contains or stores a program that can be used by or in conjunction with an instruction execution system, apparatus, or device.

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Abstract

Procédé, système et dispositif de gestion de données basés sur ESOP, et support d'enregistrement, le procédé consistant à : acquérir des informations de base et un fichier de configuration d'un objet cible, les informations de base comprenant un identifiant d'objet, le fichier de configuration étant utilisé pour décrire un service de fonds en fiducie défini par l'objet cible pour un bénéficiaire, et le fichier de configuration comprenant un identifiant de répartition d'actifs défini pour le service de fonds en fiducie (S110) ; envoyer l'identifiant d'objet et l'identifiant de répartition d'actifs à un système de données, de telle sorte que le système de données met en correspondance des informations d'incitations locales avec l'identifiant d'objet et l'identifiant de répartition d'actifs, et détermine l'objet cible et des informations cibles correspondant à l'objet cible, les informations cibles comprenant des données d'incitations correspondant au service de fonds en fiducie (S120) ; et afficher les informations cibles renvoyées par le système de données (S130).
PCT/CN2022/119984 2021-10-26 2022-09-20 Procédé, système et dispositif de gestion de données basés sur esop, et support WO2023071624A1 (fr)

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