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Investment and financing matching method and device, electronic equipment and storage medium

A matching method, investment and financing technology, applied in the field of devices, investment and financing matching methods, electronic equipment and storage media, can solve the problems of small amount of basic data of enterprises, difficulty in making accurate decisions manually, and poor user experience, so as to reduce manual participation Accuracy, improve docking efficiency, and reduce labor costs

Pending Publication Date: 2021-11-16
SHANGHAI PUDONG DEVELOPMENT BANK
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] One is to use the most traditional graphic display method. Customers need to select projects that meet their requirements from among the many published investment and financing needs. However, the selection process of this method is time-consuming and laborious, and the user experience is extremely poor; the other One is to use a semi-intelligent matching method that uses simple computer statistical analysis plus manual analysis and decision-making. However, due to the small amount of basic data of the enterprise and the small number of data dimensions, it is difficult for humans to make accurate decisions on whether it is fused or investable, and the efficiency is low.

Method used

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  • Investment and financing matching method and device, electronic equipment and storage medium
  • Investment and financing matching method and device, electronic equipment and storage medium
  • Investment and financing matching method and device, electronic equipment and storage medium

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0026] figure 1 It is a flow chart of an investment and financing matching method provided in Embodiment 1 of the present invention. This embodiment can be applied to a method for accurately matching investment needs and financing needs initiated by a large number of users in a banking and financial processing platform. The method can be executed by an investment and financing matching device, which can be realized by software and / or hardware, and which can be configured in a server of a processing platform, and specifically includes the following steps:

[0027] Step 110, obtaining the investment and financing demand released by the user, and extracting the investment and financing project information from the investment and financing demand;

[0028] Among them, the investment and financing demand refers to the investment demand or financing demand released by the user, which is determined according to the actual demand of the user, and is not specifically limited here. Amo...

Embodiment 2

[0041] figure 2 It is a flowchart of an investment and financing matching method provided in Embodiment 2 of the present invention. On the basis of the first embodiment above, optionally, according to the investment and financing needs released by the user, the investment and financing project information in the investment and financing demand information and the corresponding investment and financing project information in the investment and financing information database are matched according to the set investment and financing The policy is matched and the matching degree is calculated, including the following steps:

[0042] Step 210, obtaining the investment and financing demand issued by the user, and extracting the investment and financing project information from the investment and financing demand;

[0043] Step 220, matching each investment and financing index with respect to each investment and financing index in the investment and financing project information it...

Embodiment 3

[0073] image 3 It is a flowchart of an investment and financing matching method provided in Embodiment 3 of the present invention. On the basis of the above embodiments, optionally, according to the investment and financing needs released by the user, the investment and financing project information in the investment and financing demand information and the corresponding investment and financing project information in the investment and financing information database are set according to the investment and financing requirements. The matching strategy performs matching and calculates the matching degree, including the following steps:

[0074] Step 310, obtaining the investment and financing demand released by the user, and extracting the investment and financing project information from the investment and financing demand;

[0075] Step 320, matching each investment and financing index with respect to each investment and financing index in the investment and financing proje...

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Abstract

The embodiment of the invention discloses an investment and financing matching method and device, electronic equipment and a storage medium. The method comprises the following steps: obtaining an investment and financing demand issued by a user, and extracting the investment and financing project information from the investment and financing demand; matching the investment and financing project information with relative investment and financing project information in an investment and financing information base according to a preset investment and financing matching strategy, and calculating a matching degree according to an investment and financing demand issued by a user, wherein the investment and financing project information comprises investment project information and financing project information and is relative project information; and according to a calculation result of the matching degree, initiating a project docking task for the investment and financing information matched with the investment and financing demand. Through the method, intelligent matching of the investment and financing demands can be realized, the investment and financing information matched with the investment and financing demands is screened out, and project docking and high-quality project searching are accurately and efficiently realized, so that the manual participation degree is reduced, the labor cost is reduced, the investment and financing matching effect is improved, and the project docking efficiency is improved.

Description

technical field [0001] The embodiments of the present invention relate to the technical field of financial technology, and in particular to an investment and financing matching method, device, electronic equipment, and storage medium. Background technique [0002] As the equity investment and financing market in the domestic science and technology field continues to be active, customers' demand for investment and financing is becoming more and more intense. At present, banks have some related solutions and products for corporate financing business and investment business initiated by individual or corporate investors. [0003] One is to use the most traditional graphic display method. Customers need to select projects that meet their requirements from among the many published investment and financing needs. However, the selection process of this method is time-consuming and laborious, and the user experience is extremely poor; the other One is to use a semi-intelligent matc...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06F16/903
CPCG06Q40/06G06F16/903
Inventor 万亿袁悦
Owner SHANGHAI PUDONG DEVELOPMENT BANK
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