Financial product combination adaptation method and device, equipment and storage medium

A financial product and adaptation technology, applied in the field of financial information, can solve the problems of complex adaptation rules and low accuracy, and achieve the effect of improving adaptation efficiency, accuracy and accuracy, and facilitating rapid updates

Pending Publication Date: 2022-05-24
PING AN SECURITIES CO LTD
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Problems solved by technology

[0003] The main purpose of this application is to provide an adaptation method, device, equipment, and storage medium for a financial product portfolio, aiming at solving the problem of manual adaptation between the financial product attributes and the corresponding adaptation rules of the financial product portfolio in the prior art Calculation, due to the large amount of information on the attributes of financial products and the complexity of the adaptation rules, the technical problem is that the accuracy of the manual adaptation results is low

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  • Financial product combination adaptation method and device, equipment and storage medium
  • Financial product combination adaptation method and device, equipment and storage medium
  • Financial product combination adaptation method and device, equipment and storage medium

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[0052]In order to make the purpose, technical solutions and advantages of the present application more clearly understood, the present application will be described in further detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application, but not to limit the present application.

[0053] refer to figure 1 , an adaptation method for a financial product combination is provided in the embodiment of the present application, and the method includes:

[0054] S1: Obtain an adaptation request, where the adaptation request carries the target financial product identifier and the target financial product combination identifier;

[0055] S2: Obtain a target adaptation flowchart and target node configuration data corresponding to the target financial product combination identifier from a preset flowchart database;

[0056] S3: Obtain the target financial p...

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Abstract

The invention relates to the technical field of financial information, and discloses a financial product combination adaptation method, device and equipment and a storage medium, and the method comprises the steps: obtaining a target adaptation flow chart and target node configuration data corresponding to a target financial product combination identifier from a preset flow chart database; obtaining a target financial product attribute corresponding to the target financial product identifier from a preset financial product attribute library; and based on a JAVA reflection technology, according to the target financial product attribute, the target adaptation flow chart and the target node configuration data, performing adaptation between a financial product corresponding to the target financial product identifier and a financial product combination corresponding to the target financial product combination identifier, and obtaining a target adaptation result. According to the invention, the automatic adaptation between the financial product and the financial product combination is realized, the accuracy of the adaptation result is improved, and the adaptation efficiency is improved.

Description

technical field [0001] The present application relates to the field of financial information technology, and in particular, to an adaptation method, apparatus, device and storage medium for a financial product combination. Background technique [0002] Financial product portfolio generally refers to the selection of financial products with the same characteristics from the investment market into a product portfolio for investment recommendation. When a financial product is adapted to a financial product combination, it is necessary to manually perform an adaptation calculation according to the financial product attributes and the adaptation rules corresponding to the financial product combination. Due to the large amount of information on the attributes of financial products and the complex adaptation rules, the accuracy of the results of manual adaptation is low, which reduces the accuracy of financial product portfolios. SUMMARY OF THE INVENTION [0003] The main purpos...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/06G06Q30/06
CPCG06Q40/06G06Q30/0631
Inventor 费亭
Owner PING AN SECURITIES CO LTD
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