Fund Recommendation System and Methods

TW202640500AInactive Publication Date: 2026-10-01FIRST COMML BANK CO LTD
View PDF 0 Cites 0 Cited by

Patent Information

Application Number
TW114111387
Authority / Receiving Office
TW · TW
Patent Type
Applications
Current Assignee / Owner
Filing Date
2025-03-26
Publication Date
2026-10-01
Estimated Expiration
Not applicable · inactive patent

Smart Images

  • Figure TWG2TA001077851_001
    Figure TWG2TA001077851_001
  • Figure TWG2TA001077851_002
    Figure TWG2TA001077851_002
  • Figure TWG2TA001077851_003
    Figure TWG2TA001077851_003
Patent Text Reader

Abstract

A fund recommendation method, applicable to a fund recommendation system, includes: obtaining corresponding customer basic information, multiple volume level data, and multiple website record data from a bank account server, a social media platform server, and an online banking server, respectively; converting each volume level data, the customer basic information, and each website record data into a volume score, a customer score, and a website score, respectively; for each fund topic, calculating a fund recommendation score corresponding to that fund topic based on the volume score, the customer score, and the website score; and determining the fund topic corresponding to the highest of the fund recommendation scores.
Need to check novelty before this filing date? Find Prior Art