Trust transfer method and device, trust transferring method and device, equipment and storage medium

A technology for trust companies and customers, applied in the computer field, can solve the problems of difficult issuance of trusts, high purchase risks, and long issuance cycles of trust products, and achieve the effect of improving the success rate of transactions

Pending Publication Date: 2021-01-05
CHINA CONSTRUCTION BANK
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0002] At present, in the financial field, due to the long issuance cycle and large amount of trust products, the purchase risk is too high for ordinary enterprises, so there are certain difficulties in the issuance of trust products

Method used

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  • Trust transfer method and device, trust transferring method and device, equipment and storage medium
  • Trust transfer method and device, trust transferring method and device, equipment and storage medium
  • Trust transfer method and device, trust transferring method and device, equipment and storage medium

Examples

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Embodiment 1

[0055]Figure 1a It is a flow chart of a trust transfer method in Embodiment 1 of the present invention. This embodiment is applicable to the situation where the transfer of matching trust products is completed. The method can be executed by a trust transfer device, which can be implemented by hardware and / or It can be realized by software, and can generally be integrated in the transfer system that provides a trust product transfer and transfer platform. Such as Figure 1a As shown, the method includes:

[0056] Step 110, in response to the transfer customer's transfer pending order request, obtain the transfer customer's position holding result from the wealth management system.

[0057] In this embodiment, the transfer customer may be a customer who has already purchased the trust product but wants to transfer out. When the transfer customer wants to transfer out the trust product, he can apply for a transfer order to the transfer system through the intermediate system, so a...

Embodiment 2

[0070] Figure 2a It is a flow chart of a trust transfer method in Embodiment 2 of the present invention. This embodiment is applicable to the situation of recommending trust products to be transferred for transferee customers. The method can be executed by the trust transfer device. The device can be implemented by hardware and / or software, and can generally be integrated into a transfer system that provides a trust product transfer and transfer platform. Such as Figure 2a As shown, the method includes:

[0071] Step 210 , in response to the transferee customer's purchase pending order request, obtain the transferee customer's current purchase quota.

[0072] In this embodiment, the transferee customer refers to the customer who wants to purchase trust products. When the transferee customer wants to purchase trust products, he can apply for a purchase order to the transfer system through the intermediate system, so as to register for himself through the transfer system.

...

Embodiment 3

[0086] image 3 It is a schematic structural diagram of a trust transfer device in Embodiment 3 of the present invention. This embodiment is applicable to the situation where the transfer of matching trust products is completed. The device can be implemented by hardware and / or software, and can generally be integrated in the provided In the transfer system of the trust product transfer and transferee platform. Such as image 3 As shown, the device includes:

[0087] The first obtaining module 310 is configured to obtain the position result of the transfer client from the wealth management system in response to the transfer client's transfer pending order request;

[0088] The transfer pending order module 320 is used to send the transfer pending order instruction to the financial management system to instruct the financial management system to register the pending order and freeze the share of the target trust in response to the transfer client's transfer request for the tar...

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Abstract

The embodiment of the invention discloses a trust transfer method and device, a trust transferring method and device, equipment and a storage medium. The method is applied to a transfer system, and comprises the following steps: in response to a transfer order hanging request of a transfer client, obtaining a position holding result of the transfer client from a financial management system; in response to a transfer request of the transfer client for a target trust in the position holding result, sending a transfer order hanging instruction to the financial management system so as to instructthe financial management system to carry out order hanging registration and share freezing on the target trust; and storing the transfer order hanging information of each target trust into a transferqueue, and sending a transfer file corresponding to the transfer queue to a trust company through a financial management system, so as to recommend trust products and/or trust product combinations inthe transfer file to each transferred client through the trust company. According to the technical scheme of the embodiment of the invention, the transfer function of the trust product is realized, and the transaction success rate of the trust is improved.

Description

technical field [0001] The embodiments of the present invention relate to the field of computer technology, and in particular to a trust transfer and transfer method, device, equipment and storage medium. Background technique [0002] At present, in the financial field, due to the long issuance cycle and large amount of trust products, it is too risky for ordinary enterprises to purchase them, so there are certain difficulties in the issuance of trust products. Therefore, it is an urgent problem to provide trust product transfer function to promote the issuance of trust products. Contents of the invention [0003] The invention provides a trust transfer and transfer method, device, equipment and storage medium to realize the transfer function of trust products and improve the success rate of trust transactions. [0004] In the first aspect, an embodiment of the present invention provides a trust transfer method applied to a transfer system, including: [0005] Responding...

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 蒲伟赵袁
Owner CHINA CONSTRUCTION BANK
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