首页> 外国专利> ASSET OPERATION MANAGEMENT SYSTEM, ASSET OPERATION MANAGEMENT METHOD AND PROGRAM

ASSET OPERATION MANAGEMENT SYSTEM, ASSET OPERATION MANAGEMENT METHOD AND PROGRAM

机译:资产运营管理系统,资产运营管理方法和程序

摘要

PROBLEM TO BE SOLVED: To provide an asset operation management system and an asset operation management method, allowing operation of financial assets of a customer by a plurality of operation styles without taking trouble, and allowing reduction of a system development period and reduction of development cost.;SOLUTION: This asset operation management system 10 dividing the financial assets of the customer into a plural number and respectively operating them by the different operation styles, is provided with: a trade instruction management system 20 managing a trade instruction in each the operation style; an account management system 30 managing balance information of an account of each the customer in an account unit; and an in-account portfolio management system 50 managing a portfolio constructed in each section inside the account formed by dividing the account of each the customer by the operation style. By linking the three systems 20, 30, 50, one system is constructed as the whole.;COPYRIGHT: (C)2006,JPO&NCIPI
机译:解决的问题:提供一种资产运营管理系统和资产运营管理方法,其允许在不麻烦的情况下以多种操作方式来操作客户的金融资产,并允许缩短系统开发周期并降低开发成本。解决方案:该资产操作管理系统10将客户的金融资产划分为多个,并分别以不同的操作方式进行操作,其设有:交易指令管理系统20,以每种操作方式管理交易指令。 ;账户管理系统30,以账户为单位管理每个客户的账户余额信息。帐内投资组合管理系统50管理在通过将每个客户的帐户除以操作方式而形成的帐户内部的每个部分中构建的投资组合。通过将三个系统20、30、50链接在一起,可以整体构建一个系统。版权所有:(C)2006,JPO&NCIPI

著录项

  • 公开/公告号JP2006260083A

    专利类型

  • 公开/公告日2006-09-28

    原文格式PDF

  • 申请/专利权人 DAIWA SECURITIES GROUP INC;

    申请/专利号JP20050075794

  • 发明设计人 SHISHIDO YUJI;

    申请日2005-03-16

  • 分类号G06Q40/00;

  • 国家 JP

  • 入库时间 2022-08-21 21:55:00

相似文献

  • 专利
  • 外文文献
  • 中文文献
获取专利

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号