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User fund monitoring and following method, device and apparatus and readable storage medium

A user and fund technology, applied in finance, data processing applications, instruments, etc., can solve problems such as the loss of funds and user resources, achieve the effect of avoiding the loss of resources and funds and improving user experience

Active Publication Date: 2018-04-06
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

[0003] The main purpose of the present invention is to propose a user fund monitoring and follow-up method, device, equipment and computer-readable storage medium, aiming to solve the technical problems that easily cause the loss of funds and user resources

Method used

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  • User fund monitoring and following method, device and apparatus and readable storage medium
  • User fund monitoring and following method, device and apparatus and readable storage medium
  • User fund monitoring and following method, device and apparatus and readable storage medium

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Embodiment Construction

[0042] It should be understood that the specific embodiments described here are only used to explain the present invention, not to limit the present invention.

[0043] The main solution of the embodiment of the present invention is: by monitoring the funds invested by the user; when the user triggers the operation of redeeming the investment amount, calculate the specific amount redeemed by the user and the remaining amount; according to the preset rules and The redemption amount entered by the user and the remaining amount are used to calculate the user's pending level; when the user's pending level is greater than the preset value, the corresponding follow-up seat of the user is extracted, and the user triggers the redemption investment operation and the corresponding amount The information is sent to the extracted follow-up agent, so that the corresponding agent can follow up, communicate with the user, understand the user's intention to redeem funds, and recommend suitable...

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Abstract

The invention discloses a user fund monitoring and following method that includes the following steps: monitoring the fund invested by a user; when an operation is monitored that the user triggers theredemption of investment amount, calculating the specific redemptive amount of the user and the remaining amount; calculating the to-be-processed level of the user according to a preset rule, the user-input redemptive amount and the remaining amount; when the to-be-processed level of the user is greater than a preset value, extracting a following seat corresponding to the user, sending the operation that the user triggers the redemption of investment amount and the corresponding amount information to the extracted following seat, and pushing a corresponding financial product according to theuser's habit of purchasing financial products. The invention also discloses a user fund monitoring and following device and apparatus and a computer-readable storage medium. The user fund monitoring and following method, device and apparatus can reduce the probability of capital loss and improve user experience.

Description

technical field [0001] The invention relates to the field of fund monitoring, in particular to a user fund monitoring and follow-up method, device, equipment and computer-readable storage medium. Background technique [0002] In the prior art, when the purchased wealth management product or fund expires, if the user does not find a suitable wealth management product or fund, the user will generally redeem the funds. Currently, when the user triggers the fund redemption operation, Generally, it helps users to settle through corresponding operations. After settlement, users generally will not invest any more funds, which may easily cause the loss of funds and user resources. Contents of the invention [0003] The main purpose of the present invention is to provide a user fund monitoring and follow-up method, device, equipment and computer-readable storage medium, aiming to solve the technical problem that easily causes the loss of funds and user resources. [0004] In order...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06Q30/06
CPCG06Q30/0631G06Q40/06
Inventor 徐恺
Owner PING AN TECH (SHENZHEN) CO LTD