Asset data processing method in equity incentive and asset management platform

Abstract

The application belongs to the technical field of Internet, and particularly relates to an asset data processing method and an asset management platform. The asset data processing method comprises the following steps: in response to a transaction request instruction sent by a customer management terminal, triggering a first transaction request corresponding to the transaction request instruction; freezing stock right asset data corresponding to the first transaction request on a preset settlement day; in response to a first operation instruction triggered by a platform management terminal, setting the stock right asset data in a frozen state to a to-be-traded state; and in response to a transaction instruction triggered by a transaction terminal, submitting an order placing request corresponding to the stock right asset data in the to-be-traded state to a transaction platform, the order placing request being used to make the transaction platform execute a transaction operation of stock right assets corresponding to the stock right asset data. The application can realize unified management and transaction of company stock right assets held by employees through an online platform, and improve the recovery efficiency of employee stock ownership.

Description

Technical Field

[0001] This invention relates to the field of Internet technology, and in particular to an asset data processing method and an asset management platform. Background Technology

[0002] In recent years, more and more companies have been using ESOPs (Employee Stock Ownership Plans) to change the traditional, one-dimensional employment relationship between companies and employees, incentivize employees through profit sharing, enhance the cohesion of the core team, and thus promote the sustainable development of the company. When employees leave the company, it is usually necessary to repurchase the company stock held by the employees. Currently, the repurchase of employee stock is usually achieved through offline transactions, which is cumbersome and inefficient.

[0003] Therefore, how to improve the efficiency of recovering employees' stock equity or other assets is a problem that the Internet technology field urgently needs to solve for enterprise management. Summary of the Invention

[0004] The main objective of this invention is to provide an asset data processing method and an asset management platform, which aims to improve the efficiency of employee stock ownership recovery by enabling unified management and trading of company equity assets held by employees through an online platform.

[0005] According to one aspect of the embodiments of this application, an asset data processing method is disclosed, including:

[0006] In response to a transaction request instruction sent by the customer management terminal corresponding to the customer company administrator, a first transaction request corresponding to the transaction request instruction is triggered. The customer management terminal is used to trigger the transaction request instruction so that the equity asset data is processed according to the transaction request instruction.

[0007] The equity asset data corresponding to the first transaction request is frozen on a preset settlement date, whereby the preset settlement date is the date determined based on the first transaction request for processing the equity asset data.

[0008] In response to the first operation instruction triggered by the platform management terminal corresponding to the platform administrator, the equity asset data that is in a frozen state is set to a pending transaction state. The platform management terminal is used to update the state of the equity asset data according to the first transaction request.

[0009] In response to a trading instruction triggered by the trading terminal corresponding to a trader on the platform, an order request corresponding to equity asset data in a pending trading state is submitted to the trading platform. The order request is used to enable the trading platform to execute a trading operation on the equity asset corresponding to the equity asset data. The trading terminal is used to execute the processing operation corresponding to the first trading request so that the equity asset corresponding to the equity asset data can be traded.

[0010] In some embodiments of this application, based on the above technical solutions, after freezing the equity asset data corresponding to the first transaction request on a preset settlement date, the asset data processing method further includes:

[0011] In response to the second operation command triggered by the platform management terminal corresponding to the platform administrator, the frozen equity asset data is unfrozen, and the first transaction request is rejected, and a rejection prompt message is sent to the customer management terminal corresponding to the customer company administrator.

[0012] In some embodiments of this application, based on the above technical solutions, after freezing the equity asset data corresponding to the first transaction request on a preset settlement date, the asset data processing method further includes:

[0013] In response to a transaction cancellation instruction triggered by the customer management terminal corresponding to the customer company administrator, the frozen equity asset data is unfrozen, and the first transaction request is cancelled.

[0014] In some embodiments of this application, based on the above technical solutions, before freezing the equity asset data corresponding to the first transaction request on a preset settlement date, the asset data processing method further includes:

[0015] Send an authorization request corresponding to the first transaction request to the employee account corresponding to the customer company employee. The authorization request includes preset settlement date information and equity asset ownership information. The customer company employee is a business entity with authorization authority corresponding to the first transaction request so that the processing operation corresponding to the first transaction request can be realized.

[0016] In response to the authorization instruction triggered by the employee management terminal corresponding to the customer company's employee, the equity asset data corresponding to the first transaction request is set to a pending freeze state, so that the asset management platform can freeze the equity asset data in the pending freeze state on the preset settlement date.

[0017] In some embodiments of this application, based on the above technical solutions, after submitting an order request corresponding to the equity asset data in a pending trading state to the trading platform in response to a trading instruction triggered by the trading terminal corresponding to the platform trader, the asset data processing method further includes:

[0018] Based on the order request, the equity asset data in the pending transaction state will be set to the pending transaction state;

[0019] In response to the transaction success information sent by the trading platform, the equity asset data that is in the pending transaction state is set to the transaction state, and the first transaction request is cleared.

[0020] In some embodiments of this application, based on the above technical solutions, after setting the equity asset data in the pending transaction state to the pending trade state according to the order request, the asset data processing method further includes:

[0021] In response to an order cancellation instruction triggered by the trading terminal corresponding to a platform trader, an order cancellation message is sent to the trading platform so that the trading platform cancels the trading operation.

[0022] In some embodiments of this application, based on the above technical solutions, after setting the frozen equity asset data to a pending transaction state in response to the first operation instruction triggered by the platform management terminal corresponding to the platform administrator, the asset data processing method further includes:

[0023] The transaction amount of equity assets in the pending transaction status is compared with the preset transaction threshold.

[0024] If the transaction amount reaches or exceeds the preset transaction threshold, an offline transaction notification message will be sent.

[0025] In response to an offline transaction instruction sent by the platform management terminal corresponding to the platform administrator, the data status corresponding to the equity asset data is updated to a transaction status, and the first transaction request is cleared.

[0026] In some embodiments of this application, based on the above technical solutions, when processing the equity asset data, a preset locking state is entered. In the preset locking state, no other instructions for the equity asset data will be responded to until the processing event currently being performed on the equity asset data is completed.

[0027] According to one aspect of the embodiments of this application, an asset management platform is disclosed, comprising:

[0028] An asset data management system is used to store equity asset data corresponding to employees of a client company, and to perform processing operations on the equity asset data.

[0029] The administrator system, connected to the asset data management system, is used to update the status of the equity asset data in response to the first operation command triggered by the platform management terminal corresponding to the platform administrator.

[0030] The customer company management system, connected to the asset data management system, is used to respond to the transaction request instruction of the customer company administrator and trigger a first transaction request for the equity asset data, so that the asset data management system performs corresponding processing operations on the equity asset data according to the first transaction request.

[0031] The client company's employee system, connected to the asset data management system, is used to respond to the client company's employee's operation instructions, so that the asset data management system can authorize the first transaction request according to the operation instructions, or display the equity asset data for the client company's employee to view and refer to, or perform corresponding processing operations on the equity asset data.

[0032] According to one aspect of the embodiments of this application, a computer program product or computer program is provided, which includes computer instructions stored in a computer-readable storage medium. A processor of a computer device reads the computer instructions from the computer-readable storage medium and executes the computer instructions, causing the computer device to perform the asset data processing method as described in the above technical solutions.

[0033] The asset data processing method provided in this application is applied to an asset management platform. When equity assets held by employees of a client company need to be recovered, the client company administrator triggers a transaction request instruction on the asset management platform to generate a first transaction request. Then, on a preset settlement date, the asset management platform freezes the equity asset data to be recovered based on the first transaction request. Next, the platform administrator reviews whether the first transaction request is compliant. If the first transaction request passes the review, the platform administrator triggers a first operation instruction on the asset management platform. Based on the first operation instruction, the asset management platform sets the aforementioned equity asset data to a pending transaction status. Finally, the platform trader of the asset management platform submits an order request corresponding to the aforementioned equity asset data to a trading platform, such as various stock exchanges. This allows the trading platform to perform transactions such as selling the equity assets corresponding to the aforementioned equity asset data, i.e., the equity assets held by the client company's employees, based on the order request, thereby completing the purpose of recovering the equity assets held by the client company's employees.

[0034] Thus, the asset data processing method provided in this application can be adapted to today's business operation model, enabling unified management and trading of employee-held company equity assets through an online platform, thereby improving the efficiency of employee stock ownership recovery.

[0035] It should be understood that the above general description and the following detailed description are merely exemplary and do not limit this application. Attached Figure Description

[0036] The accompanying drawings, which are incorporated in and form part of this specification, illustrate embodiments consistent with this application and, together with the description, serve to explain the principles of this application. It is obvious that the drawings described below are merely some embodiments of this application, and those skilled in the art can obtain other drawings based on these drawings without any inventive effort.

[0037] Figure 1 A flowchart illustrating the steps of an asset data processing method according to one embodiment of this application is shown.

[0038] Figure 2 An application flowchart of one embodiment of this application is shown.

[0039] Figure 3 It shows Figure 2 The flowchart illustrating the execution process of the closing action in the example is shown.

[0040] Figure 4 A schematic diagram of the asset management platform provided in the embodiments of this application is shown.

[0041] Figure 5 schematically shown Figure 4 A schematic diagram of the functions of the asset management platform.

[0042] Figure 6 A schematic diagram of a computer system architecture suitable for implementing the embodiments of this application is shown. Detailed Implementation

[0043] Exemplary embodiments will now be described more fully with reference to the accompanying drawings. However, these exemplary embodiments can be implemented in many forms and should not be construed as limited to the examples set forth herein; rather, these embodiments are provided to make this application more comprehensive and complete, and to fully convey the concept of the exemplary embodiments to those skilled in the art.

[0044] Furthermore, the described features, structures, or characteristics can be combined in any suitable manner in one or more embodiments. Numerous specific details are provided in the following description to give a thorough understanding of embodiments of this application. However, those skilled in the art will recognize that the technical solutions of this application can be practiced without one or more of the specific details, or other methods, components, apparatuses, steps, etc., can be employed. In other instances, well-known methods, apparatuses, implementations, or operations are not shown or described in detail to avoid obscuring various aspects of this application.

[0045] The block diagrams shown in the accompanying drawings are merely functional entities and do not necessarily correspond to physically independent entities. That is, these functional entities can be implemented in software, in one or more hardware modules or integrated circuits, or in different network and / or processor devices and / or microcontroller devices.

[0046] The flowcharts shown in the accompanying drawings are merely illustrative and do not necessarily include all content and operations / steps, nor do they necessarily have to be performed in the described order. For example, some operations / steps can be broken down, while others can be combined or partially combined; therefore, the actual execution order may change depending on the specific circumstances.

[0047] It is understood that in the specific implementation of this application, data such as account information and user data are involved. When the embodiments of this application are applied to specific products or technologies, user permission, consent or authorization is required, and the collection, use and processing of related data shall comply with the relevant laws, regulations and standards of the relevant countries and regions.

[0048] The following detailed description of the asset data processing method, apparatus, terminal, and medium provided in this application, in conjunction with specific implementation methods, provides a detailed explanation of these technical solutions.

[0049] Figure 1 A flowchart illustrating the steps of an asset data processing method according to one embodiment of this application is shown, as follows: Figure 1 As shown, the asset data processing method can mainly include the following steps S100 to S400.

[0050] Step S100: In response to a transaction request instruction sent by the customer management terminal corresponding to the customer company administrator, a first transaction request corresponding to the transaction request instruction is triggered. The customer management terminal is used to trigger the transaction request instruction so that the equity asset data is processed according to the transaction request instruction.

[0051] Step S200: Freeze the equity asset data corresponding to the first transaction request on a preset settlement date, wherein the preset settlement date is the date determined according to the first transaction request for processing the equity asset data.

[0052] In step S300, in response to the first operation instruction triggered by the platform management terminal corresponding to the platform administrator, the equity asset data that is in a frozen state is set to a pending transaction state. The platform management terminal is used to update the state of the equity asset data according to the first transaction request.

[0053] Step S400: In response to the trading instruction triggered by the trading terminal corresponding to the platform trader, an order request corresponding to the equity asset data in the pending trading state is submitted to the trading platform. The order request is used to enable the trading platform to execute the trading operation of the equity asset corresponding to the equity asset data. The trading terminal is used to execute the processing operation corresponding to the first trading request so that the equity asset corresponding to the equity asset data can be traded.

[0054] The asset data processing method provided in this application is applied to an asset management platform. When equity assets held by employees of a client company need to be recovered, the client company administrator triggers a transaction request instruction on the asset management platform to generate a first transaction request. Then, on a preset settlement date, the asset management platform freezes the equity asset data to be recovered based on the first transaction request. Next, the platform administrator reviews whether the first transaction request is compliant. If the first transaction request passes the review, the platform administrator triggers a first operation instruction on the asset management platform. Based on the first operation instruction, the asset management platform sets the aforementioned equity asset data to a pending transaction status. Finally, the platform trader of the asset management platform submits an order request corresponding to the aforementioned equity asset data to a trading platform, such as various stock exchanges. This allows the trading platform to perform transactions such as selling the equity assets corresponding to the aforementioned equity asset data, i.e., the equity assets held by the client company's employees, based on the order request, thereby completing the purpose of recovering the equity assets held by the client company's employees.

[0055] Thus, the asset data processing method provided in this application can be adapted to today's business operation model, enabling unified management and trading of employee-held company equity assets through an online platform, thereby improving the efficiency of employee stock ownership recovery.

[0056] The following sections provide a detailed explanation of each step in the asset data processing method.

[0057] Step S100: In response to a transaction request instruction sent by the customer management terminal corresponding to the customer company administrator, a first transaction request corresponding to the transaction request instruction is triggered. The customer management terminal is used to trigger the transaction request instruction so that the equity asset data is processed according to the transaction request instruction.

[0058] Specifically, the asset data processing method of this application is applied to an asset management platform that stores equity asset data corresponding to equity assets held by employees of a client company. By processing the equity asset data on the asset management platform, corresponding transaction operations are performed on the equity assets held by the employees of the client company to achieve the purpose of recovering the equity assets held by the employees.

[0059] As a feasible implementation, when an employee of a client company leaves the company or the equity incentive rights expire, it is necessary to recover the equity assets held by that employee. At this time, the client company's administrator triggers a transaction request instruction on the asset management platform, so that the asset management platform generates a first transaction request corresponding to the transaction request instruction. The first transaction request is used to process the equity asset data corresponding to the employee, thereby realizing the purpose of recovering the equity assets corresponding to the equity asset data.

[0060] Step S200: Freeze the equity asset data corresponding to the first transaction request on a preset settlement date, wherein the preset settlement date is the date determined according to the first transaction request for processing the equity asset data.

[0061] Specifically, before the preset settlement date, the equity asset data that needs to be processed will remain in its original state until the asset management platform freezes the equity asset data on the preset settlement date.

[0062] Step S300: In response to the first operation instruction triggered by the platform management terminal corresponding to the platform administrator, the equity asset data that is in a frozen state is set to a pending transaction state. The platform management terminal is used to update the business entity of the equity asset data according to the first transaction request.

[0063] Specifically, when the client company's administrator triggers the first transaction request for the equity assets of the employees that need to be recovered, the platform administrator of the asset management platform will review the first transaction request. If the first transaction request is approved, the platform administrator will trigger the first operation instruction on the asset management platform to further set the equity asset data that is in a frozen state to a pending transaction state, so that the platform traders can execute transaction operations on the equity assets corresponding to the equity asset data that is in a pending transaction state at any time.

[0064] Step S400: In response to the trading instruction triggered by the trading terminal corresponding to the platform trader, an order request corresponding to the equity asset data in the pending trading state is submitted to the trading platform. The order request is used to enable the trading platform to execute the trading operation of the equity asset corresponding to the equity asset data. The trading terminal is used to execute the processing operation corresponding to the first trading request so that the equity asset corresponding to the equity asset data can be traded.

[0065] Specifically, the platform traders of the asset management platform will select a specific equity asset trading date, and then submit an order request to the trading platform, such as various stock exchanges, on that trading date, corresponding to the equity asset data that is in a pending trading state. The trading platform will then perform transaction operations such as selling the equity assets held by the employees that need to be recovered based on the order request, thereby completing the purpose of equity asset recovery.

[0066] In a feasible embodiment, after freezing the equity asset data corresponding to the first transaction request on the preset settlement date in step S200 above, the asset data processing method further includes the following step S201.

[0067] Step S201: In response to the second operation instruction triggered by the platform management terminal corresponding to the platform administrator, the frozen equity asset data is unfrozen, and the first transaction request is rejected, and a rejection prompt message is sent to the customer management terminal corresponding to the customer company administrator.

[0068] Specifically, when equity asset data is frozen on a preset settlement date based on a first transaction request, if the platform administrator believes that the first transaction request should not be implemented due to non-compliance or other reasons, a second operation instruction can be triggered so that the asset management platform can unfreeze the frozen equity asset data and restore it to its original state according to the second operation instruction, then reject the first transaction request, and send a rejection prompt message to the customer management terminal corresponding to the customer company administrator to remind the customer company administrator that the first transaction request cannot be implemented.

[0069] In a feasible embodiment, after freezing the equity asset data corresponding to the first transaction request on the preset settlement date in step S200 above, the asset data processing method further includes the following step S202.

[0070] Step S202: In response to the transaction withdrawal instruction triggered by the customer management terminal corresponding to the customer company administrator, the frozen equity asset data is unfrozen, and the first transaction request is withdrawn.

[0071] Specifically, when equity asset data is frozen on a preset settlement date based on the first transaction request, if the client company administrator believes that the first transaction request should not be fulfilled, such as if the client company administrator has reached other agreements with the employee to whom the equity asset data belongs, or if other processing operations need to be performed on the equity asset data, the client company administrator can trigger a transaction withdrawal instruction so that the asset management platform can unfreeze the frozen equity asset data, restore it to its original state, and withdraw the first transaction request according to the transaction withdrawal instruction.

[0072] In a feasible embodiment, before freezing the equity asset data corresponding to the first transaction request on the preset settlement date in step S200 above, the asset data processing method further includes the following steps S203 and S204.

[0073] Step S203: Send an authorization request corresponding to the first transaction request to the employee account corresponding to the customer company employee. The authorization request includes preset settlement date information and equity asset ownership information. The customer company employee is a business entity with the authorization authority corresponding to the first transaction request so that the processing operation corresponding to the first transaction request can be realized.

[0074] Specifically, when the client company administrator's client management terminal triggers the first transaction request for recovering equity assets, the employee accounts of the client company employees will receive a corresponding authorization request or user agreement through the asset management platform. This authorization request or user agreement may include authorization information for forced liquidation. Specific forced liquidation task information (such as the liquidation date and grant number) will be generated after the forced liquidation. Once the employee account agrees to the authorization request or user agreement, it means that forced liquidation has also been authorized.

[0075] Specifically, in this embodiment, after an employee authorizes an authorization request or usage agreement issued by the asset management platform through their account, an authorization agreement is generated. This agreement includes the employee's identity information, the authorized content, and verification information. Upon receiving the authorization agreement, the asset management platform verifies the content of the authorization agreement, the employee's identity information, and the security of the agreement.

[0076] It should be noted that this authorization may occur either before or after the client company administrator creates the forced liquidation task. If it occurs before, the corresponding forced liquidation task will automatically obtain authorization and proceed to the next stage.

[0077] Step S204: In response to the authorization instruction triggered by the employee management terminal corresponding to the customer company's employee, the equity asset data corresponding to the first transaction request is set to a pending-freeze state, so that the asset management platform can freeze the equity asset data in the pending-freeze state on the preset settlement date.

[0078] Specifically, once the client company's employee confirms the authorization request, and there are no objections, the authorization instruction is triggered through the asset management platform. At this time, the asset management platform sets the equity asset data corresponding to the first transaction request to a pending freeze state according to the authorization instruction, so that the equity asset data can be further processed by freezing and other operations.

[0079] In a feasible embodiment, after submitting an order request corresponding to the equity asset data in the pending trading state to the trading platform in response to the trading instruction triggered by the trading terminal corresponding to the platform trader in step S400 above, the asset data processing method further includes the following steps S401 and S402.

[0080] Step S401: Set the equity asset data in the pending transaction state to the pending transaction state according to the order request.

[0081] Specifically, when a trader submits an order request to the trading platform based on the equity asset data of the asset management platform, the trading platform may conduct a transaction operation on the equity asset corresponding to the equity asset data at any time. At this time, the asset management platform will update the status of the above equity asset data to the pending transaction status based on the order request.

[0082] Step S402: In response to the transaction success information sent by the trading platform, the equity asset data in the pending transaction state is set to the transaction state, and the first transaction request is cleared.

[0083] Specifically, after the trading platform successfully trades the aforementioned equity assets, it will send a successful transaction message to the asset management platform to remind the client company administrator, platform administrator, and platform trader that the equity assets have been successfully recovered. At this time, the asset management platform will update the status of the equity asset data that is in the pending transaction state according to the successful transaction message, that is, set it to the transaction state, and then clear the first transaction request to indicate that the transaction request task previously triggered by the client management terminal corresponding to the client company administrator has been completed.

[0084] In a feasible embodiment, after setting the equity asset data in the pending transaction state to the pending transaction state according to the order request in step S401 above, the asset data processing method further includes the following step S403.

[0085] Step S403: In response to the order cancellation instruction triggered by the trading terminal corresponding to the platform trader, send order cancellation information to the trading platform so that the trading platform cancels the trading operation.

[0086] Specifically, after the asset management platform updates the status of equity asset data to "pending trade" based on the order request, if a trader chooses to cancel the transaction for that equity asset due to reasons such as the equity asset being unsuitable for immediate execution or an error in the order request, the trader can trigger an order cancellation instruction on the asset management platform. The asset management platform then sends an order cancellation message to the trading platform based on this instruction, causing the trading platform to cancel the transaction for that equity asset. After the trading platform cancels the transaction for that equity asset, the asset management platform will also reset the equity asset data from the "pending trade" status to the "pending trade" status.

[0087] In a feasible embodiment, after responding to the first operation instruction triggered by the platform management terminal corresponding to the platform administrator in step S300 above and setting the frozen equity asset data to a pending transaction state, the asset data processing method further includes the following steps S301 to S303.

[0088] Step S301: Compare the transaction amount of equity asset data in the pending transaction state with the preset transaction threshold.

[0089] Step S302: If the transaction amount reaches or exceeds the preset transaction threshold, send an offline transaction notification message.

[0090] Step S303: In response to the offline transaction instruction sent by the platform management terminal corresponding to the platform administrator, update the data status corresponding to the equity asset data to the transaction status, and clear the first transaction request.

[0091] Specifically, for employees holding excessively large amounts of equity assets, such as those with high percentages of ownership, a one-time transaction through the trading platform could cause stock price fluctuations, impacting company operations. In this embodiment, the asset management platform compares the transaction amount of equity assets in a pending transaction state with a preset transaction threshold. If the transaction amount reaches or exceeds the threshold, it indicates that the equity assets are too large to be traded all at once. In this case, the asset management platform sends an offline transaction notification to the platform administrator's management terminal, prompting the administrator to trade the equity assets in batches offline. The administrator then executes the offline transaction for the corresponding equity assets and triggers an offline transaction instruction on the asset management platform. This instruction sets the pending equity assets to a completed transaction, ending the processing of the equity assets and clearing the first transaction request. In other words, the transaction request task previously triggered by the client company administrator's management terminal has been completed.

[0092] In one feasible embodiment, the asset data processing method further includes the following step S500.

[0093] In step S500, when processing the equity asset data, a preset lock state is entered. In the preset lock state, no other instructions for the equity asset data will be responded to until the processing event currently being performed on the equity asset data is completed.

[0094] Specifically, the asset data processing method operates based on an event state machine management system. When the event state machine management system executes the processing event corresponding to the asset data processing method, it enters a preset locking state. In this preset locking state, the processing event is locked until the processing event is completed, and no other instructions for the equity asset data are responded to.

[0095] Thus, when the aforementioned event state machine management system executes a processing event, it will lock the processing event and the execution objects related to the processing event. At this time, the event state machine management system will no longer receive other processing events until the processing event being executed is completed.

[0096] For example, in the process illustrated in the above embodiments, when equity asset data is in a pending-freeze state, the client company administrator can trigger a transaction cancellation instruction to cancel the first transaction request and restore the equity asset data from the pending-freeze state to its original normal state; the platform administrator can also trigger a second operation instruction to reject the first transaction request and restore the equity asset data from the pending-freeze state to its original normal state; simultaneously, the equity asset data may also be frozen by the asset management platform. If the event execution and equity asset data are not locked at this time, it is possible that the client company administrator can trigger a transaction cancellation instruction while the equity asset data is frozen by the asset management platform, leading the client company administrator to mistakenly believe that the equity asset data has been restored to its original state, when in fact the equity asset data is frozen, i.e., the event execution fails due to high concurrency.

[0097] In this embodiment, if the equity asset data is being frozen by the asset management platform, both the freeze event and the equity asset data are locked. At this time, neither the client company administrator nor the platform administrator can perform any operations on the equity asset data until the freeze event is completed, meaning the equity asset data is now in a frozen state. Only then will the asset management platform receive either the client company administrator's transaction withdrawal instruction or the platform administrator's second operation instruction for the equity asset data. It is understood that the frozen equity asset data cannot simultaneously respond to instructions triggered by both the client company administrator and the platform administrator; it can only respond to one instruction and simultaneously enter a locked state until the event corresponding to that instruction is completed. As for which instruction triggered by the client company administrator and the platform administrator should be responded to in this situation, it can be determined based on factors such as instruction permission levels, and is not specifically limited here.

[0098] Furthermore, in a feasible embodiment, the aforementioned event state machine management system can be developed using the Go programming language, thereby possessing characteristics such as high reliability, high availability, and a clear and easily scalable architecture.

[0099] Furthermore, in one feasible embodiment, the processing queue of the aforementioned event state machine management system supports expansion, providing three methods by default: Redis queue, Go channel queue, and RabbitMQ queue, and users can also expand it themselves.

[0100] Furthermore, in one feasible embodiment, the aforementioned event state machine management system has a monitoring mechanism. When a queue message is lost or an event execution error occurs, the monitoring script will automatically detect this and attempt to re-enter the event into the queue for execution. In addition, users can configure the maximum number of times an event is allowed to execute. If the event retry execution reaches the maximum number of attempts and still fails, the aforementioned event state machine management system will not automatically retry, but will provide an entry point for developers to manually execute the specified failed event.

[0101] Furthermore, in one feasible embodiment, the aforementioned event state machine management system also supports loopback events, that is, the target state and the initial state are consistent. In this way, the locking effect of the event state machine management system when executing events can be utilized to ensure that the event state machine management system can operate correctly in various abnormal scenarios.

[0102] Figure 2 The following is an application flowchart illustrating how, in one embodiment of this application, after a client company administrator submits a liquidation task, i.e., triggers the first transaction request, employee stock buyback is executed according to the liquidation task, including the following steps S205 to S208.

[0103] In step S205, after the client company administrator submits the liquidation task, it needs to wait for the corresponding employee of the equity assets involved in the liquidation task to authorize it. At this time, the employee will receive the relevant authorization request.

[0104] Step S206: After an employee triggers the authorization instruction, the asset management platform will process the transaction on the preset settlement date. Figure 2 As shown in the example, on a typical day, the equity asset data corresponding to the liquidation task is set to a pending freeze status. At this time, the client company administrator can withdraw the liquidation task, and the platform administrator can also reject the liquidation task through the administrator system, i.e., CRM.

[0105] Step S207: If the client company administrator does not withdraw the liquidation task, and the platform administrator does not reject the liquidation task through the administrator system (CRM), the asset management platform will freeze the equity asset data on the day of mandatory normalization. At this time, the equity asset data is in a pending review state, which is equivalent to the review stage before the liquidation action is executed. The client company administrator can still withdraw the liquidation task, and the platform administrator can also reject the liquidation task through the administrator system (CRM).

[0106] In step S208, if the client company administrator does not withdraw the liquidation task, and the platform administrator approves the liquidation task through the administrator system (CRM), then the asset management platform will execute the liquidation action on the corresponding equity assets according to the liquidation task and perform corresponding asset data processing on the equity asset data.

[0107] Figure 3 It shows Figure 2 The specific execution process of the closing action in the application embodiment includes the following steps S304 to S306.

[0108] Step S304: When the asset management platform executes a liquidation action, the platform trader executes a batch liquidation action on the equity assets through the administrator system, i.e., CRM, that is, submits an order request to the corresponding stock exchange.

[0109] Step S305: Once the order request reaches the stock exchange, i.e., after the order is successfully placed, the equity assets involved in the closing action may be traded by the stock exchange at any time. At this time, the platform trader can still send a cancellation request to the stock exchange through the administrator system, i.e., CRM, to cancel the transaction.

[0110] Step S306: When the stock exchange completes the transaction of the aforementioned equity assets, it sends feedback to the asset management platform. At this time, the status of the equity asset data on the asset management platform will be updated to "transaction completed," and the status of the liquidation task will be updated to "completed."

[0111] In this application embodiment, it can be understood that for some equity assets that require offline trading, platform traders can directly update the status of the closing task to "completed" through the administrator system (CRM) and perform offline trading operations on the aforementioned equity assets separately, without conducting online trading.

[0112] The following describes an apparatus embodiment of this application, which can be used to execute the asset data processing method in the above embodiments of this application. Figure 4 A schematic diagram illustrating the structure of the asset management platform provided in an embodiment of this application is shown. Figure 4 As shown, the asset management platform 400 includes:

[0113] The asset data management system 430 is used to store equity asset data corresponding to the employees of the client company, and to perform processing operations on the equity asset data;

[0114] The administrator system 440 is connected to the asset data management system and is used to update the status of the equity asset data in response to the first operation command triggered by the platform management terminal corresponding to the platform administrator.

[0115] The customer company management system 410 is connected to the asset data management system and is used to respond to the transaction request instruction of the customer company administrator to trigger a first transaction request for the equity asset data, so that the asset data management system performs corresponding processing operations on the equity asset data according to the first transaction request.

[0116] The client company employee system 420 is connected to the asset data management system and is used to respond to the operation instructions of the client company employees, so that the asset data management system can authorize the first transaction request according to the operation instructions, or display the equity asset data for the client company employees to view and refer to, or perform corresponding processing operations on the equity asset data.

[0117] Figure 5 It shows Figure 4 The diagram illustrates the platform functions of the asset management platform, showcasing the functions and corresponding permissions of each operating terminal, such as the client company employee system, asset data management system, administrator system, and client company management system. It also demonstrates some other features of the asset management platform.

[0118] Figure 6 A schematic block diagram of a computer system architecture for implementing an electronic device according to embodiments of the present application is shown.

[0119] It should be noted that, Figure 6 The computer system 600 of the electronic device shown is merely an example and should not impose any limitation on the functionality and scope of use of the embodiments of this application.

[0120] like Figure 6As shown, the computer system 600 includes a central processing unit (CPU) 601, which can perform various appropriate actions and processes based on programs stored in read-only memory (ROM) 602 or programs loaded from storage section 608 into random access memory (RAM). The RAM 603 also stores various programs and data required for system operation. The CPU 601, ROM 602, and RAM 603 are interconnected via a bus 604. An input / output interface 605 (I / O interface) is also connected to the bus 604.

[0121] The following components are connected to the input / output interface 605: an input section 606 including a keyboard, mouse, etc.; an output section 607 including a cathode ray tube (CRT), liquid crystal display (LCD), etc., and speakers, etc.; a storage section 608 including a hard disk, etc.; and a communication section 609 including a network interface card such as a local area network card, modem, etc. The communication section 609 performs communication processing via a network such as the Internet. A drive 610 is also connected to the input / output interface 605 as needed. A removable medium 611, such as a disk, optical disk, magneto-optical disk, semiconductor memory, etc., is installed on the drive 610 as needed so that computer programs read from it can be installed into the storage section 608 as needed.

[0122] Specifically, according to embodiments of this application, the processes described in the various method flowcharts can be implemented as computer software programs. For example, embodiments of this application include a computer program product comprising a computer program carried on a computer-readable medium, the computer program containing program code for performing the methods shown in the flowcharts. In such embodiments, the computer program can be downloaded and installed from a network via communication section 609, and / or installed from removable medium 611. When the computer program is executed by central processing unit 601, it performs various functions defined in the system of this application.

[0123] It should be noted that the computer-readable medium shown in the embodiments of this application can be a computer-readable signal medium, a computer-readable storage medium, or any combination of the two. A computer-readable storage medium can be, for example,—but not limited to—an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination thereof. More specific examples of a computer-readable storage medium may include, but are not limited to: an electrical connection having one or more wires, a portable computer disk, a hard disk, random access memory (RAM), read-only memory (ROM), erasable programmable read-only memory (EPROM), flash memory, optical fiber, portable compact disc read-only memory (CD-ROM), optical storage device, magnetic storage device, or any suitable combination thereof. In this application, a computer-readable storage medium can be any tangible medium containing or storing a program that can be used by or in conjunction with an instruction execution system, apparatus, or device. In this application, a computer-readable signal medium can include a data signal propagated in baseband or as part of a carrier wave, carrying computer-readable program code. Such transmitted data signals can take various forms, including but not limited to electromagnetic signals, optical signals, or any suitable combination thereof. The computer-readable signal medium can also be any computer-readable medium other than a computer-readable storage medium, which can send, propagate, or transmit a program for use by or in connection with an instruction execution system, apparatus, or device. The program code contained on the computer-readable medium can be transmitted using any suitable medium, including but not limited to wireless, wired, etc., or any suitable combination thereof.

[0124] The flowcharts and block diagrams in the accompanying drawings illustrate the architecture, functionality, and operation of possible implementations of systems, methods, and computer program products according to various embodiments of this application. In this regard, each block in a flowchart or block diagram may represent a module, segment, or portion of code containing one or more executable instructions for implementing a specified logical function. It should also be noted that in some alternative implementations, the functions indicated in the blocks may occur in a different order than those indicated in the drawings. For example, two consecutively indicated blocks may actually be executed substantially in parallel, and they may sometimes be executed in reverse order, depending on the functions involved. It should also be noted that each block in a block diagram or flowchart, and combinations of blocks in a block diagram or flowchart, may be implemented using a dedicated hardware-based system that performs the specified function or operation, or using a combination of dedicated hardware and computer instructions.

[0125] It should be noted that although several modules or units for the device used to perform actions have been mentioned in the detailed description above, this division is not mandatory. In fact, according to the embodiments of this application, the features and functions of two or more modules or units described above can be embodied in one module or unit. Conversely, the features and functions of one module or unit described above can be further divided and embodied by multiple modules or units.

[0126] Through the above description of the embodiments, those skilled in the art will readily understand that the exemplary embodiments described herein can be implemented by software or by combining software with necessary hardware. Therefore, the technical solutions according to the embodiments of this application can be embodied in the form of a software product, which can be stored in a non-volatile storage medium (such as a CD-ROM, USB flash drive, external hard drive, etc.) or on a network, including several instructions to cause a computing device (such as a personal computer, server, touch terminal, or network device, etc.) to execute the method according to the embodiments of this application.

[0127] Other embodiments of this application will readily occur to those skilled in the art upon consideration of the specification and practice of the invention disclosed herein. This application is intended to cover any variations, uses, or adaptations of this application that follow the general principles of this application and include common knowledge or customary techniques in the art not disclosed herein.

[0128] It should be understood that this application is not limited to the precise structure described above and shown in the accompanying drawings, and various modifications and changes can be made without departing from its scope. The scope of this application is limited only by the appended claims.

Claims

1. An asset data processing method characterized by, The asset data processing method is based on an event state machine management system, which enters a preset locking state when processing equity asset data, and does not respond to other instructions for the equity asset data until the current processing event for the equity asset data is completed; the processing queue of the event state machine management system provides three ways of redis queue, go channel queue and rabbitMQ queue by default, and supports self-expansion; the event state machine management system has a monitoring mechanism, which automatically discovers and attempts to rethrow the event into the queue for execution when the queue message is lost or the event execution is wrong; The asset data processing method comprises: In response to the transaction request instruction sent by the customer management terminal corresponding to the customer company administrator, a first transaction request corresponding to the transaction request instruction is triggered, and the customer management terminal is used to trigger the transaction request instruction so that the equity asset data is processed according to the transaction request instruction; Freeze the equity asset data corresponding to the first transaction request on the preset settlement day, which is the date for processing the equity asset data determined according to the first transaction request; freezing equity asset data means maintaining the original state of equity asset data; In response to the first operation instruction triggered by the platform management terminal corresponding to the platform administrator, the equity asset data in the frozen state is set to a transaction pending state, and the platform management terminal is used to update the state of the equity asset data according to the first transaction request; In response to the transaction instruction triggered by the transaction terminal corresponding to the platform trader, a placing order request corresponding to the equity asset data in the transaction pending state is submitted to the transaction platform, and the placing order request is used to make the transaction platform execute the transaction operation of the equity asset corresponding to the equity asset data, and the transaction terminal is used to execute the processing operation corresponding to the first transaction request so that the equity asset corresponding to the equity asset data realizes transaction.

2. The asset data processing method of claim 1, wherein, After freezing the equity asset data corresponding to the first transaction request on the preset settlement day, the asset data processing method further comprises: In response to the second operation instruction triggered by the platform management terminal corresponding to the platform administrator, the equity asset data in the frozen state is unfrozen, and the first transaction request is rejected, and a rejection prompt information is sent to the customer management terminal corresponding to the customer company administrator.

3. The asset data processing method of claim 1, wherein, After freezing the equity asset data corresponding to the first transaction request on the preset settlement day, the asset data processing method further comprises: In response to the transaction withdrawal instruction triggered by the customer management terminal corresponding to the customer company administrator, the equity asset data in the frozen state is unfrozen, and the first transaction request is withdrawn.

4. The asset data processing method of claim 1, wherein, Before freezing the equity asset data corresponding to the first transaction request on the preset settlement day, the asset data processing method further comprises: sending an authorization request corresponding to the first transaction request to a staff account corresponding to a staff of the client company, the staff having an authorization right corresponding to the first transaction request, so that a business subject corresponding to the first transaction request can implement a processing operation, the authorization request including preset settlement date information and stock asset ownership information; in response to an authorization instruction triggered by a staff management terminal corresponding to the staff of the client company, setting the stock asset data corresponding to the first transaction request to a to-be-frozen state, so that the asset management platform freezes the stock asset data in the to-be-frozen state on a preset settlement date.

5. The asset data processing method of claim 1, wherein, After submitting, to a transaction platform, an order placement request corresponding to the stock asset data in the to-be-traded state in response to a transaction instruction triggered by a transaction terminal corresponding to a platform trader, the asset data processing method further includes: setting the stock asset data in the to-be-traded state to a to-be-dealt state according to the order placement request; in response to transaction success information sent by the transaction platform, setting the stock asset data in the to-be-dealt state to a dealt state, and clearing the first transaction request.

6. The asset data processing method of claim 1, wherein, After setting the stock asset data in the frozen state to the to-be-traded state in response to a first operation instruction triggered by a platform management terminal corresponding to a platform administrator, the asset data processing method further includes: comparing a transaction amount of the stock asset data in the to-be-traded state with a preset transaction threshold; if the transaction amount reaches or exceeds the preset transaction threshold, sending an offline transaction prompt information; in response to an offline transaction instruction sent by the platform management terminal corresponding to the platform administrator, updating a data state corresponding to the stock asset data to a dealt state, and clearing the first transaction request.

7. An asset management platform, characterized by, including: an asset data management system configured to store stock asset data corresponding to staff of a client company, and perform processing operations on the stock asset data; an administrator system connected to the asset data management system, configured to update a state of the stock asset data in response to a first operation instruction triggered by a platform management terminal corresponding to a platform administrator; a client company management system connected to the asset data management system, configured to trigger a first transaction request for the stock asset data in response to a transaction request instruction sent by a client management terminal corresponding to a client company administrator, so that the asset data management system performs a corresponding processing operation on the stock asset data according to the first transaction request; a client company staff system connected to the asset data management system, configured to respond to an operation instruction triggered by a staff management terminal corresponding to a staff of the client company, so that the asset data management system authorizes the first transaction request according to the operation instruction, or displays the stock asset data for the staff of the client company to view and reference, or performs a corresponding processing operation on the stock asset data; An event state machine management system is used to enter a preset locking state when processing stock right asset data, in which no other instructions for the stock right asset data are responded until a current processing event for the stock right asset data is completed; wherein the processing queue of the event state machine management system provides three modes of redis queue, go channel queue and rabbitMQ queue by default, and supports self-expansion; the event state machine management system has a monitoring mechanism, when queue message is lost or event execution is wrong, the monitoring script can automatically find and try to re-throw the event into the queue for execution.

8. A terminal device, comprising: The terminal device comprises a memory, a processor, and an asset data processing program stored on the memory and executable on the processor, and the asset data processing program implements the asset data processing method in any one of claims 1 to 6 when executed by the processor.

9. A storage medium, characterized by The storage medium stores a computer program, and the computer program implements the asset data processing method in any one of claims 1 to 6 when executed by the processor.

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