Cash management system

A management system and cash technology, applied in the field of cash management system, can solve the problems of inconvenient operation, time-consuming and laborious, etc., and achieve the effect of reducing the complexity of analysis

Pending Publication Date: 2021-07-20
SHANGHAI ZHONGTONGJI NETWORK TECH CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] In order to solve the problems of inconvenient operation, time-consuming and labor-intensive problems in the prior art, the present invention provides a cash management system, which has the characteristics of convenient operation, more time-saving and labor-saving, etc.

Method used

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Embodiment Construction

[0023] In order to make the purpose, technical solution and advantages of the present invention clearer, the technical solution of the present invention will be described in detail below. Apparently, the described embodiments are only some of the embodiments of the present invention, but not all of them. Based on the embodiments of the present invention, all other implementations obtained by persons of ordinary skill in the art without making creative efforts fall within the protection scope of the present invention.

[0024] refer to figure 1 As shown, the embodiment of the present invention provides a cash management system, including: an instruction unit, a collection unit, a recommendation unit and an analysis unit;

[0025] The instruction unit is used to receive user requests and initiate cash flow analysis based on user requests;

[0026] The acquisition unit is used to acquire the user's cash flow transaction data from various data sources based on the user's request...

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Abstract

The invention relates to a cash management system, which comprises an instruction unit, an acquisition unit, a recommendation unit and an analysis unit; the instruction unit is used for receiving a user request and initiating cash flow analysis based on the user request; the acquisition unit is used for acquiring cash flow transaction data of a user from each data source based on a user request; the recommendation unit is used for carrying out financial product modeling based on the cash flow transaction data and recommending a corresponding financial product according to the risk bearing capability of the user; and the analysis unit is used for generating cash flow data of the user based on the cash flow transaction data and the corresponding financial product model and storing the cash flow data to the database. The method has the beneficial effects that the cash flow condition of the salesman can be completely and accurately analyzed and is actively pushed to the salesman, and the use habit of the salesman does not need to be cultivated; user group particularity is achieved, and the analysis complexity can be reduced; and salesman information is obtained by using a company as a main body, and the payment information barrier is broken.

Description

technical field [0001] The invention belongs to the technical field of financial management, and in particular relates to a cash management system. Background technique [0002] With the development of the express delivery industry, the total number of takeaway and courier employees in China is as high as 10 million. The salesman's income includes freight, delivery fees, commissions, etc., with many eyes, small amounts and many transactions. Account management There is a certain degree of difficulty. The salesman's income and expenditure data mainly comes from the salesman's own company system and the flow data of payment institutions and banking institutions in the market. These data are widely distributed, the entries are not clear, the format is not uniform, and the system cannot be automatically integrated. The salesman cannot clearly and accurately understand his cash flow; [0003] However, the payment products in the existing market have a set of accounting system, ...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/00G06Q40/06G06F16/9535
CPCG06Q40/06G06Q40/125G06F16/9535
Inventor 眭悦姬喜喜
Owner SHANGHAI ZHONGTONGJI NETWORK TECH CO LTD
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