Looking for breakthrough ideas for innovation challenges? Try Patsnap Eureka!

System and method for updating investment supervision strategy

A monitoring strategy and asset technology, applied in the field of investment monitoring system, can solve the problems of high labor cost and long time, and achieve the effect of rapid adjustment response and cost reduction

Inactive Publication Date: 2017-01-25
AGRICULTURAL BANK OF CHINA
View PDF5 Cites 4 Cited by
  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

However, the current investment supervision systems are all designed for a certain investment supervision strategy. When the requirements of the relevant laws and regulations of the regulatory authorities change, it is necessary to re-design a new system for the new investment supervision strategy by developing codes.
The whole process takes a long time and the labor cost is high

Method used

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
View more

Image

Smart Image Click on the blue labels to locate them in the text.
Viewing Examples
Smart Image
  • System and method for updating investment supervision strategy
  • System and method for updating investment supervision strategy
  • System and method for updating investment supervision strategy

Examples

Experimental program
Comparison scheme
Effect test

Embodiment Construction

[0047] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.

[0048] The term that the present invention designs is now explained, so that the understanding of the present invention scheme:

[0049] Investment supervision: refers to the bank, as the custodian of securities investment funds, insurance assets, enterprise annuity funds and other custody assets, provides investment supervision services for the investment operation of custody assets in accordance with relevant laws and regulations and the stipulations of the c...

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More

PUM

No PUM Login to View More

Abstract

The invention provides a system and a method for updating an investment supervision strategy. An investment supervision strategy is divided into various indicator elements which are displayed via a client side, when a supervision department policy is adjusted or a collocation agreement is changed, and a user selects with respect to the adjusted policy of the supervision department or the changed collocation agreement according to the indicator elements displayed by the client end, and generates a new investment policy and transmits to a server for updating. The system and the method can be used for realizing rapid adjustment and response of the investment supervision policy when the supervision department policy is adjusted or the collocation agreement is changed; due to no need of code redeveloping, the cost is reduced.

Description

technical field [0001] The present invention relates to the technical field of investment supervision systems, and more specifically, relates to a system and method for updating investment supervision strategies. Background technique [0002] A custodian bank refers to an institution responsible for keeping and holding funds raised by investment institutions such as asset management companies from clients, supervising the use of such funds by asset managers and disclosing information to the outside world, usually undertaken by commercial banks. Investment supervision service is an important part of the custody service provided by the custodian bank, and it is also one of the statutory responsibilities of the custodian bank. The investment supervision of the custodian bank mainly includes the monitoring of investment scope, investment ratio and other content. If the custodian bank discovers that the investment behavior of the custody assets violates laws and regulations or v...

Claims

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More

Application Information

Patent Timeline
no application Login to View More
IPC IPC(8): H04L29/06H04L29/08G06Q40/06
CPCH04L67/06G06Q40/06H04L67/01
Inventor 刘佳田甜
Owner AGRICULTURAL BANK OF CHINA
Who we serve
  • R&D Engineer
  • R&D Manager
  • IP Professional
Why Patsnap Eureka
  • Industry Leading Data Capabilities
  • Powerful AI technology
  • Patent DNA Extraction
Social media
Patsnap Eureka Blog
Learn More
PatSnap group products

Browse by: Latest US Patents, China's latest patents, Technical Efficacy Thesaurus, Application Domain, Technology Topic, Popular Technical Reports.

© 2024 PatSnap. All rights reserved.Legal|Privacy policy|Modern Slavery Act Transparency Statement|Sitemap|About US| Contact US: help@patsnap.com