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FINANCIAL PRODUCT RECOMMENDATION PROCESSING SYSTEM, FINANCIAL PRODUCT RECOMMENDATION PROCESSING METHOD, AND FINANCIAL PRODUCT RECOMMENDATION PROCESSING PROGRAM

机译:金融产品推荐处理系统,金融产品推荐处理方法和金融产品推荐处理程序

摘要

PROBLEM TO BE SOLVED: To provide a financial product recommendation processing system, a financial product recommendation processing method, and a financial product recommendation processing program which enable a private person to directly invest in a foreign fund.;SOLUTION: A financial product recommendation processing system comprises a recommendation unit which recommends a client of a first area to directly invest in a financial product of a second area, and supports the client for procedures to directly invest in the financial product. The system is configured to: register the client information when the client performs a procedure for admission application; transmit data concerning investment in the financial product to the client when the admission application procedure is completed; select a responsible staff for giving recommendations to the client on the basis of the client information; determine a recommendation date on the basis of recommendation reservation made by the client; support the client for the investment procedures to directly invest in the financial product; and vicariously transmit documents concerning the investment procedures generated by the client to a corporation related to the financial product.;COPYRIGHT: (C)2014,JPO&INPIT
机译:解决的问题:提供一种金融产品推荐处理系统,一种金融产品推荐处理方法和一种金融产品推荐处理程序,以使私人直接投资于外国资金。包括推荐单元,该推荐单元推荐第一区域的客户直接投资第二区域的金融产品,并支持客户进行直接投资该金融产品的程序。该系统被配置为:当客户端执行准入申请程序时,注册客户端信息;以及入场申请程序完成后,将有关金融产品投资的数据传送给客户;选择负责任的人员根据客户信息向客户提供建议;根据客户的推荐预约确定推荐日期;支持客户进行直接投资理财产品的投资程序;并将有关客户产生的投资程序的文件转交给与该金融产品相关的公司。版权所有:(C)2014,JPO&INPIT

著录项

  • 公开/公告号JP2014123278A

    专利类型

  • 公开/公告日2014-07-03

    原文格式PDF

  • 申请/专利权人 ABRAHAM PRIVATE BANK LTD;

    申请/专利号JP20120279557

  • 发明设计人 TAKAOKA SOICHIRO;

    申请日2012-12-21

  • 分类号G06Q40/06;G06Q40/04;

  • 国家 JP

  • 入库时间 2022-08-21 16:19:31

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