Asset management method and system

An asset management and asset technology, applied in the computer field, can solve problems such as the inability to quickly implement the launch and the inability to meet business analysis requirements, and achieve the effect of reducing the development workload, reducing the development workload, and assisting business decision-making.

Pending Publication Date: 2020-07-10
CHINA CONSTRUCTION BANK
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] The existing asset management system is divided into modules according to the functional dimension, that is, the functional design is carried out according to the analysis requirements proposed by the business. For example, for the three analysis dimension requirements, each analysis dimension needs to be developed separately. When the business needs to adjust the analysis dimension, then It needs to be redeveloped and cannot be launched quickly; the existing asset management system is a single-layer analysis dimension, and the analysis function is relatively simple, which cannot meet the complex business analysis requirements

Method used

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Embodiment Construction

[0039]Exemplary embodiments of the present invention are described below in conjunction with the accompanying drawings, which include various details of the embodiments of the present invention to facilitate understanding, and they should be regarded as exemplary only. Accordingly, those of ordinary skill in the art will recognize that various changes and modifications of the embodiments described herein can be made without departing from the scope and spirit of the invention. Also, descriptions of well-known functions and constructions are omitted in the following description for clarity and conciseness.

[0040] The technical terms involved in the present invention are explained below.

[0041] Portfolio: It is a collection of stocks, bonds, financial derivatives, etc. held by investors or financial institutions. Investors invest funds in different types of securities or multiple varieties of the same type of securities according to a certain proportion. This diversified in...

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Abstract

The invention discloses an asset management method and system, and relates to the technical field of computers. A specific embodiment of the method comprises the steps of obtaining asset data and configuration information, wherein the configuration information is used for defining a product group and labels from a set dimension and defining a structure of a combination tree, and the combination tree comprises a combination hierarchy and names of nodes contained in the combination hierarchy; classifying products of the asset data according to the product group and the labels, and obtaining target data from a classification result according to a set screening rule, wherein the target data comprises the labels and corresponding attribute values; and dividing the attribute values into nodes with the same label names corresponding to the attribute values in the combination tree so as to carry out summarization according to the combination hierarchy. According to the embodiment of the invention, the asset data is summarized and combined based on the self-defined label and the combination tree, the business requirements can be quickly responded, and the development workload is reduced.

Description

technical field [0001] The present invention relates to the field of computer technology, in particular to an asset management method and system. Background technique [0002] At present, in the asset management business, through the import, export and query functions of the subcontracted asset portfolio, the subcontracted assets are managed and multi-dimensional portfolio analysis is performed. Specifically, business personnel import each asset management plan / outsourcing agreement and underlying asset holdings into the asset management system according to the holding date according to the specified template, and then pass the asset name, asset code, asset category, asset category, and asset category. Query information on asset management plans / outsourcing agreements and underlying asset holdings based on conditions such as category, institution, and holding date. After the business personnel export the query results, they will be manually summarized and then statistically...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06F16/9035G06F16/901
CPCG06Q40/06G06F16/9027G06F16/9035
Inventor 刘志荣徐浩胡宏许蓉蓉张云
Owner CHINA CONSTRUCTION BANK
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