A control method for investment management system

Abstract

The present application discloses a control method for an investment management system, which relates to the field of data processing technology. The control method for the investment management system includes: determining the user's behavior data according to the operation instructions received on the main page; analyzing the behavior characteristics corresponding to the behavior data to determine the user's interest point type; selecting fund projects and fund data in the database according to the interest point type; if the first page jump instruction is received, rendering the control corresponding to the fund project list based on the fund project and fund data. By receiving and analyzing the user's behavior data, the user's interest point type is accurately determined. When the page jumps, only the fund projects and fund data directly related to the user's interest point need to be loaded, which reduces the number of database queries and the time required for page rendering, improves the page loading speed, and thus improves the efficiency of page jump.

Description

Technical Field

[0001] The present application relates to the field of data processing technology, and in particular to a control method for an investment management system. Background Art

[0002] In the current investment management system, when a user visits a page of the investment management system, due to excessive cache data, a large amount of data needs to be loaded from the database for page rendering, which causes the database response time to become longer, thereby affecting the page loading speed.

[0003] The above contents are only used to assist in understanding the technical solution of the present application and do not constitute an admission that the above contents are prior art. Summary of the invention

[0004] The main purpose of this application is to provide a control method for an investment management system, aiming to solve the technical problem of how to improve the efficiency of page jumps.

[0005] To achieve the above objectives, the present application proposes a control method for an investment management system, the control method for the investment management system comprising:

[0006] Determine the user's behavior data based on the operation instructions received on the main page;

[0007] Analyze the behavior characteristics corresponding to the behavior data to determine the type of interest points of the user;

[0008] Selecting a fund project and fund data according to the type of the point of interest and the database;

[0009] If a first page jump instruction is received, a display control corresponding to the fund project list is rendered based on the fund project and the fund data.

[0010] In one embodiment, before the step of determining the user's behavior data according to the operation instruction received on the main page, the following steps are included:

[0011] Determining the access rights of the user based on the login information of the user;

[0012] According to the access permission, obtaining rendering data of the main page;

[0013] The main page is rendered and displayed based on the rendering data, and the main page includes a page jump area, a to-do list display area, a project management area, and a fund management area.

[0014] In one embodiment, the step of analyzing the behavior characteristics corresponding to the behavior data to determine the type of the user's point of interest includes:

[0015] Cleaning and preprocessing the behavior data;

[0016] Extracting the behavior feature based on the preprocessed behavior data;

[0017] The behavior characteristics are clustered and analyzed by a clustering algorithm to determine the type of interest points of the user.

[0018] In one embodiment, the step of selecting a fund project and fund data according to the type of the point of interest and the database includes:

[0019] According to the type of the point of interest, filter out the relevant fund projects and fund data from the database;

[0020] sorting the fund projects based on the degree of association between the fund projects and the fund data and the types of points of interest;

[0021] According to the result of the sorting, a preset number of the fund projects are selected, and the fund data corresponding to each of the fund projects is determined.

[0022] In one embodiment, if the first page jump instruction is received, the step of rendering a display control corresponding to the fund project list based on the fund project and the fund data includes:

[0023] receiving and parsing the first page jump instruction, and determining a target page corresponding to the first page jump instruction;

[0024] The fund projects and the fund data are rendered to the display controls corresponding to the fund project list of the target page for display.

[0025] In one embodiment, the step of rendering the fund project and the fund data to a display control corresponding to the fund project list of the target page for display includes:

[0026] Rendering the preset number of fund projects to a display control corresponding to the fund project list, wherein the display control includes a display area for each fund project;

[0027] Determining the display method and content of the fund data according to the type of interest points of the user;

[0028] The fund data is rendered into a display area corresponding to the fund project.

[0029] In one embodiment, if the first page jump instruction is received, the step of rendering a control corresponding to the fund project list based on the fund project and the fund data further includes:

[0030] If the operation instruction is not received on the main page before the first page jump instruction is received, reading the default fund items and fund data from the cache area;

[0031] The default fund items and fund data are rendered to the target page corresponding to the first page jump instruction for display.

[0032] In one embodiment, after the step of rendering a control corresponding to the fund project list based on the fund project and the fund data if the first page jump instruction is received, the following steps are included:

[0033] In response to the operation instruction received by the target page, updating the fund project and fund data in real time;

[0034] The updated fund projects and fund data are rendered to the controls corresponding to the fund project list on the target page.

[0035] The present application provides a control method for an investment management system. The present application first receives and analyzes user behavior data through a main page, accurately determines the type of user's interest points, and when subsequent pages are jumped, only fund projects and fund data directly related to the user's interest points need to be loaded, rather than loading a large amount of irrelevant data from a database. This significantly reduces the number of database queries and the amount of data transmission, and the time required for page rendering will also be reduced accordingly, thereby increasing the page loading speed and thereby improving the efficiency of page jumps. BRIEF DESCRIPTION OF THE DRAWINGS

[0036] The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the present application and, together with the description, serve to explain the principles of the present application.

[0037] In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, for ordinary technicians in this field, other drawings can be obtained based on these drawings without paying any creative labor.

[0038] Figure 1 A flowchart of the first embodiment of the control method of the investment management system of the present application is provided;

[0039] Figure 2 A flowchart diagram of the second embodiment of the control method of the investment management system of the present application;

[0040] Figure 3 A schematic diagram of the main page provided for the second embodiment of the control method of the investment management system of the present application;

[0041] Figure 4A flowchart diagram of the third embodiment of the control method of the investment management system of the present application;

[0042] Figure 5 A schematic diagram of the main page provided for the third embodiment of the control method of the investment management system of the present application;

[0043] Figure 6 A flowchart diagram of a fourth embodiment of the control method of the investment management system of the present application;

[0044] Figure 7 This is a schematic diagram of the device structure of the hardware operating environment involved in the control method of the investment management system in the embodiment of the present application.

[0045] The purpose, features and advantages of this application will be further described in conjunction with the embodiments and with reference to the accompanying drawings. DETAILED DESCRIPTION

[0046] It should be understood that the specific embodiments described herein are only used to explain the technical solutions of the present application and are not used to limit the present application.

[0047] In order to better understand the technical solution of the present application, a detailed description will be given below in conjunction with the accompanying drawings and specific implementation methods.

[0048] The main solutions of the embodiments of this application are:

[0049] Currently, when a user visits a page of the investment management system, due to excessive cache data, a large amount of data needs to be loaded from the database for page rendering, which causes the database response time to become longer, thereby affecting the page loading speed.

[0050] This application receives and analyzes user behavior data through the main page to accurately determine the user's interest point type. When the subsequent page jumps, it only needs to load the fund projects and fund data directly related to the user's interest point, rather than loading a large amount of irrelevant data from the database, which significantly reduces the number of database queries and data transmission volume. The time required for page rendering will also be reduced accordingly, which improves the page loading speed and thereby improves the efficiency of page jumps.

[0051] Embodiment 1

[0052] Based on this, this application proposes a control method for an investment management system of the first embodiment, please refer to Figure 1 , the control method of the investment management system includes:

[0053] Step S10, determining the user's behavior data according to the operation instruction received on the main page.

[0054] Capture and parse the operation instructions performed by users on the main page to collect user behavior data. By collecting and analyzing these behavior data, the system can more accurately locate user needs and understand user preferences.

[0055] In this embodiment, the home page is the page that the user visits for the first time and is the core functional page of the website. Operation instructions are various operations performed by the user on the home page to trigger corresponding functions or services, including click, slide, input, cursor stay, etc. Behavior data is data that records user operation instructions, including but not limited to the links clicked by the user, the time of stay, the order of pages browsed, the information entered, etc., reflecting the user's interests and preferences.

[0056] Exemplarily, the link clicked by the user is determined according to the click operation instruction received on the main page, and the time the user cursor stays is determined according to the position and movement of the user cursor.

[0057] Step S20, analyzing the behavior characteristics corresponding to the behavior data to determine the type of interest point of the user.

[0058] Analyze the behavioral characteristics corresponding to user behavior data and determine the user's interest type accordingly. By accurately identifying the user's interest point, the fund projects and fund data that the user is interested in can be accurately loaded when the page jumps, optimizing the user experience while improving the efficiency of page loading.

[0059] In this embodiment, the behavior feature is a feature extracted from the behavior data that can describe the user's behavior pattern, including the user's behavior frequency, behavior type, behavior duration, behavior path, etc. The point of interest type is the type of fund project that the user is interested in.

[0060] Optionally, step S20 includes:

[0061] Step S21, cleaning and preprocessing the behavior data.

[0062] By cleaning and preprocessing the raw data, the data quality for subsequent analysis is ensured.

[0063] In this embodiment, the cleaning and preprocessing operations include removing duplicate data, filling missing values, processing outliers, data standardization, etc.

[0064] Exemplarily, the collected user behavior data is cleaned to remove data that is irrelevant to fund projects or abnormal data, and the data is formatted to convert timestamps into readable dates and browse records into standardized fund codes.

[0065] Step S22: extracting the behavior feature based on the preprocessed behavior data.

[0066] Features that can describe user behavior patterns are extracted from the preprocessed data to reflect users' preferences and habits towards fund projects.

[0067] Exemplarily, data mining technology is used to extract key behavioral features related to fund projects from user behavior data.

[0068] Step S23, performing cluster analysis on the behavior characteristics by using a clustering algorithm to determine the type of interest points of the user.

[0069] Users with similar behavioral characteristics are grouped together to determine the types of users' interests.

[0070] Optionally, a clustering algorithm is selected according to data characteristics of the behavior features, and parameters of the clustering algorithm are set.

[0071] Exemplarily, the preprocessed behavioral feature data is input into a clustering algorithm, and users are divided into different groups according to the set parameters and similarity metrics between features. The results output by the clustering algorithm are interpreted and analyzed, and based on the clustering results and combined with an in-depth understanding of the fund projects, one or more point of interest type labels are assigned to each group to reflect the user's preferences and interests in the fund projects.

[0072] Optionally, perform necessary verification and adjustment on the clustering results, evaluate the accuracy of the clustering results by comparing them with known user portraits, investment history or market research data, and fine-tune the clustering algorithm and parameters based on the verification results to optimize the clustering effect.

[0073] Step S30, selecting a fund project and fund data according to the type of the point of interest and the database.

[0074] Matching users with selected fund projects and their fund data in the database according to their interest point types to achieve personalized recommendations helps improve user experience and increase user satisfaction with page loading content.

[0075] In this embodiment, the fund project and fund data include the basic information of the fund project and the personnel information of the team associated with the fund project. The basic information of the fund project includes key information such as the name, type, investment field, risk level, investment strategy, historical rate of return, and management fee of the fund. The personnel information of the team associated with the fund project refers to the detailed information of the team members who manage the fund project.

[0076] As an optional implementation, according to the user's interest point type, matching fund projects are screened out from the database, and relevant fund data is extracted from the screened fund projects.

[0077] Exemplarily, the corresponding fund projects are screened out according to the types of interests of the user in the basic information of the project.

[0078] Exemplarily, according to the type of interest point of the user in the personnel, fund projects related to the personnel information that the user is interested in are filtered.

[0079] Optionally, step S30 includes:

[0080] Step S31, according to the type of the point of interest, filter out the relevant fund projects and fund data from the database.

[0081] Exemplarily, by using database query technology, the user's interest point type is used as a screening condition to retrieve relevant fund projects from the database, and relevant fund data is extracted from the screened fund projects.

[0082] Optionally, the user's access rights are determined based on the user's login information, and further screening is performed based on the access rights to ensure that the screened fund projects meet the user's interests and rights.

[0083] Step S32: sorting the fund projects based on the degree of association between the fund projects and the fund data and the types of the points of interest.

[0084] The screened fund projects and their data are sorted to prioritize the content most relevant to the user's interests.

[0085] In this embodiment, the degree of association includes the matching degree between the investment field, management team background, historical rate of return and other information of the fund project and the user's interest points.

[0086] Exemplarily, an algorithm is used to calculate the degree of correlation between each fund project and the user's interest point, and at the same time calculate the degree of correlation between the user's interest point and the fund data. According to the correlation calculation results, the fund projects are sorted and arranged in descending order based on the correlation scores to ensure that the most relevant fund projects are ranked first.

[0087] Step S33, selecting a preset number of the fund projects according to the sorting result, and determining the fund data corresponding to each of the fund projects.

[0088] A certain amount of content is selected from the sorted fund projects and their data to generate the final fund list. By setting the preset number, we can control the quantity and quality of the content loaded on the page and ensure the efficiency of the content loading on the page.

[0089] Optionally, a preset number of fund projects displayed on the page is set according to the page layout and the page loading capacity.

[0090] Step S40: If a first page jump instruction is received, a display control corresponding to the fund project list is rendered based on the fund project and the fund data.

[0091] According to the user's first page jump instruction, the list control related to the fund projects is dynamically rendered, ensuring that the user can instantly see the fund project information related to their interests. By rendering the controls corresponding to the fund project list, the user can intuitively browse the key information of multiple fund projects of interest.

[0092] In this embodiment, the first page jump instruction is an instruction issued by the user to jump to the target page. Rendering refers to converting the fund project data into an interface control that can be seen by the user. The control refers to an interface element used to display the fund project list.

[0093] Exemplarily, a first page jump instruction issued by a user is received, and the layout of the fund project list control is determined according to the page layout of the target page corresponding to the first page jump instruction. According to the fields and elements contained in the control, the fund project data is bound to the corresponding fields and elements of the control, and the designed control is rendered to the target page.

[0094] The present embodiment provides a control method for an investment management system. The present embodiment first receives and analyzes user behavior data through a main page to accurately determine the user's interest point type. When the subsequent page jumps, only fund projects and fund data directly related to the user's interest point need to be loaded, rather than loading a large amount of irrelevant data from the database. This significantly reduces the number of database queries and the amount of data transmission. The time required for page rendering will also be reduced accordingly, thereby improving the page loading speed and thereby improving the efficiency of page jumps.

[0095] Based on the first embodiment, the second embodiment of the present application proposes a control method for an investment management system, referring to Figure 2 , before step S10, including:

[0096] Step S50: determining the access rights of the user based on the login information of the user.

[0097] In this embodiment, the login information is the identity information of the user logging in. The access rights are the rights granted to the user, which determine which resources the user can access and which operations the user can perform.

[0098] Exemplarily, the user's login information is compared with the user information in the database to determine the user information corresponding to the login information, and the user's access rights are determined based on the identity corresponding to the user information.

[0099] Step S60: acquiring rendering data of the main page according to the access permission.

[0100] Exemplarily, based on the user's access rights, main page rendering data applicable to the user is retrieved from the database.

[0101] Step S70, rendering and displaying the main page based on the rendering data, wherein the main page includes a page jump area, a to-do list display area, a project management area, and a fund management area.

[0102] For example, please refer to Figure 3 , dynamically render the main page according to the obtained rendering data. The main page includes multiple functional areas such as page jump area, to-do display area, project management area and fund management area. The page jump area includes multiple jump buttons, allowing users to jump to other pages of the website by clicking different buttons or links. The to-do display area is used to display the to-do list of the user or team, including to-do links, person in charge and date information. The project management area is used to display and manage various project-related functions, including multiple controls, including project establishment, project investment decision, project contract, matter approval, etc. The fund management area is an area used to manage and display fund-related functions, including multiple controls, including investment decision, agreement approval, industrial and commercial filing, etc.

[0103] This embodiment provides a control method for an investment management system. This embodiment first determines the user's access rights and provides each user with a personalized interface and functions, thereby improving the user experience. According to the user's access rights, the embodiment obtains and displays user-related data, reduces unnecessary data transmission and processing, and thus improves the system's performance and response speed.

[0104] Based on the first embodiment, the third embodiment of the present application proposes a control method for an investment management system, referring to Figure 4 , step S40 comprises:

[0105] Step S41, receiving and parsing the first page jump instruction, and determining a target page corresponding to the first page jump instruction.

[0106] Receive a page jump request from a user and parse the request to determine the target page the user wants to jump to.

[0107] In this embodiment, the target page is the page that the user hopes to reach through the page jump instruction.

[0108] Step S42: Render the fund project and the fund data to a display control corresponding to the fund project list on the target page for display.

[0109] Optionally, step S42 includes:

[0110] Step A10: Rendering the preset number of fund projects to a display control corresponding to the fund project list, wherein the display control includes a display area for each fund project.

[0111] As an optional implementation, a scrolling list is designed as a display control, and each list item is a display area for displaying key information of a fund project. A preset number of fund projects are obtained, and the data are rendered into the corresponding display area of ​​the display control using front-end technology.

[0112] Step A20, determining the display method and content of the fund data according to the type of interest point of the user.

[0113] For example, according to the type of interest point, the most suitable display method is selected. If the interest point is the rate of return, a bar chart or line chart is used to visually display the change in the fund's rate of return. For the display method that focuses on the risk level, a radar chart or grade classification is used to display the fund's risk level.

[0114] Step A30: Render the fund data to the display area corresponding to the fund project.

[0115] In this embodiment, in the fund project list of the target page, several fund projects will be displayed, and each fund project has detailed fund data. These fund data and display methods will be selectively displayed according to the user's behavioral characteristics and preferences to ensure that each user can see the most relevant and useful information for them.

[0116] For example, please refer to Figure 5 In the fund project list, several fund projects are listed, such as "Fund A", "Fund B" and "Fund C". For each fund project, relevant fund data will be displayed. For "Fund A", users are more concerned about the invested stocks, so the stock holding information is highlighted in the display area of ​​"Fund A"; for "Fund B", users are more concerned about the fund company, so the relevant information of the fund company is highlighted in the display area of ​​"Fund B"; and for "Fund C", users are more concerned about the fund project team, so the personnel information of the fund project team is displayed first in the display area of ​​"Fund C".

[0117] Step S43: if the operation instruction is not received on the main page before the first page jump instruction is received, the default fund items and fund data are read from the cache area.

[0118] When the user does not perform any operation or selection, a set of default fund projects and their data are read from the cache so that they can be displayed to the user when the page jumps, thereby improving the system's response speed and user experience.

[0119] In this embodiment, the cache area is an area for storing temporary data or frequently used data, and is used to improve data access speed. The default fund items and fund data are system preset and displayed by default when the user does not make any selection.

[0120] Step S44: Render the default fund items and fund data to the target page corresponding to the first page jump instruction for display.

[0121] As an example of an embodiment of the present application, when a user operates on the main page, the system receives and records the operation instructions. According to the user's operation instructions on the main page, the user's behavior data is determined. The behavior data includes the number of times the user clicks on the fund project, the user's stay time on the fund project, and the number of times the user switches between fund projects. The above behavior data reflects the user's interest and preference in the fund project, and provides an important basis for subsequent behavior feature analysis and weight allocation.

[0122] Furthermore, by counting users' behavioral data and analyzing the behavioral characteristics corresponding to the behavioral data in real time, the attention score, in-depth understanding score and interest breadth score of each fund project are calculated, and the fund project score is used as a key indicator for evaluating the user's interest in each fund project, that is, the user's interest point type.

[0123] According to the user's interest point type, the corresponding weights are assigned to fund projects and fund data, and the fund projects and fund data in the database are selected according to the weights. When the system receives the user's page jump instruction, the fund projects and fund data that best match the user's interest point type are selected from the database according to the calculated weights, and then the display control corresponding to the fund project list is rendered.

[0124] Optionally, before receiving the first page jump instruction, some relevant fund projects and their data are pre-selected and initially rendered based on the user's behavioral characteristics and interest point type. When the user actually jumps, the pre-rendered content is fine-tuned to present a complete fund project list.

[0125] Based on the above process, by real-time capturing and analyzing the user's operation behavior on the system's main page, the user's interest point type is accurately identified, and a personalized fund project list is generated for each user. When the user jumps from the main page to the subsequent page containing the fund project list, the system no longer loads a large amount of data irrelevant to the user from the database, but based on the previous accurate identification and analysis of the user's interest points, screens out the fund projects and fund data directly related to the user's interest points, thereby reducing the amount of data required for page rendering. The page can be rendered faster, and the efficiency of page jumps has also been significantly improved. Through the pre-rendering process, the efficiency of target page rendering is improved, the page response speed is improved, the time users wait for page loading is reduced, and the user experience is improved.

[0126] For example, a preliminary screening is performed in the database according to the user's interest point type, and fund projects and fund data are selected. According to the user's behavioral characteristics, corresponding weights are assigned to the fund projects and fund data. According to the assigned weights, a weighted calculation is performed on each fund project and fund data to obtain a comprehensive score. According to the comprehensive score sorting, the scores are rendered in order from high to low to the corresponding positions on the page. For fund projects and fund data with high scores, they are displayed in eye-catching colors, large fonts and / or positions that are easy to focus on.

[0127] The present embodiment provides a control method for an investment management system. The present embodiment first receives and parses a page jump instruction issued by a user to determine a target page that the user wants to access. According to the user's jump instruction, the relevant fund items and their data are dynamically rendered into the controls of the target page. Before the user performs any operation, the default fund items and their data are read from the cache in advance. When the user issues a jump instruction, the system can respond and display data more quickly, thereby reducing waiting time and improving the efficiency of page jumps.

[0128] Based on the first embodiment, the fourth embodiment of the present application proposes a control method for an investment management system, referring to Figure 6 , after step S40, comprising:

[0129] Step S80, in response to the operation instruction received by the target page, updating the fund project and fund data in real time.

[0130] Ensuring that the target page can respond to the user's operation instructions in real time and update the displayed fund projects and their data according to these instructions will help maintain the accuracy and timeliness of the data.

[0131] Exemplarily, the user's operation on the target page is captured, and the captured operation instructions are parsed to determine the user's specific intention, including changes in sorting methods, updates to screening conditions, etc. According to the parsed operation instructions, the latest fund projects and related data are queried and obtained.

[0132] Optionally, if the operation involves sorting or filtering, the data is re-sorted or filtered, and based on the results of the sorting or filtering, a preset number of the fund projects and fund data are re-selected in the database.

[0133] Step S90: Render the updated fund items and fund data to the control corresponding to the fund item list on the target page.

[0134] Exemplarily, according to the user's operating instructions and page layout design, the updated fund project and its data are rendered into the designated control of the target page.

[0135] The present embodiment provides a control method for an investment management system. The present embodiment first responds to the user's operating instructions in real time, and updates and displays the latest fund projects and their data according to these instructions, thereby ensuring that the user can immediately see the corresponding changes in the page content after performing operations such as sorting, adjustment, and screening, thereby improving the user experience. Through the real-time update mechanism, unnecessary page refreshes and data transmissions are reduced, thereby improving processing efficiency and page response speed.

[0136] It should be noted that the above examples are only used to understand the present application and do not constitute a limitation on the control method of the investment management system of the present application. More simple transformations based on this technical concept are all within the scope of protection of the present application.

[0137] The present application provides a control device for an investment management system, the control device for the investment management system comprising: at least one processor; and a memory communicatively connected to the at least one processor; wherein the memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor so that the at least one processor can execute the control method for the investment management system in the above-mentioned embodiment one.

[0138] Reference below Figure 7 , which shows a schematic diagram of the structure of the control device of the investment management system suitable for implementing the embodiment of the present application. The control device of the investment management system in the embodiment of the present application may include but is not limited to mobile terminals such as mobile phones, laptop computers, digital broadcast receivers, PDAs (Personal Digital Assistants), PADs (Portable Application Descriptions), PMPs (Portable Media Players), vehicle-mounted terminals (such as vehicle-mounted navigation terminals), etc., and fixed terminals such as digital TVs, desktop computers, etc. Figure 7The control device of the investment management system shown is merely an example and should not bring any limitation to the functions and scope of use of the embodiments of the present application.

[0139] like Figure 7 As shown, the control device of the investment management system may include a processing device 1001 (such as a central processing unit, a graphics processor, etc.), which can perform various appropriate actions and processes according to a program stored in a read-only memory (ROM: Read Only Memory) 1002 or a program loaded from a storage device 1003 to a random access memory (RAM: Random Access Memory) 1004. In RAM1004, various programs and data required for the operation of the control device of the investment management system are also stored. The processing device 1001, ROM1002 and RAM1004 are connected to each other through a bus 1005. An input / output (I / O) interface 1006 is also connected to the bus. Generally, the following systems can be connected to the I / O interface 1006: an input device 1007 including, for example, a touch screen, a touch pad, a keyboard, a mouse, an image sensor, a microphone, an accelerometer, a gyroscope, etc.; an output device 1008 including, for example, a liquid crystal display (LCD: Liquid Crystal Display), a speaker, a vibrator, etc.; a storage device 1003 including, for example, a magnetic tape, a hard disk, etc.; and a communication device 1009. The communication device 1009 can allow the control device of the investment management system to communicate with other devices wirelessly or by wire to exchange data. Although the control device of the investment management system with various systems is shown in the figure, it should be understood that it is not required to implement or have all the systems shown. More or fewer systems can be implemented or have instead.

[0140] In particular, according to the embodiments disclosed in the present application, the process described above with reference to the flowchart can be implemented as a computer software program. For example, the embodiments disclosed in the present application include a computer program product, which includes a computer program carried on a computer-readable medium, and the computer program includes a program code for executing the method shown in the flowchart. In such an embodiment, the computer program can be downloaded and installed from a network through a communication device, or installed from a storage device 1003, or installed from a ROM 1002. When the computer program is executed by the processing device 1001, the above-mentioned functions defined in the method of the embodiment disclosed in the present application are executed.

[0141] The control device of the investment management system provided by the present application adopts the control method of the investment management system in the above embodiment, which can solve the technical problem of how to improve the efficiency of page jump. Compared with the prior art, the beneficial effects of the control device of the investment management system provided by the present application are the same as the beneficial effects of the control method of the investment management system provided by the above embodiment, and the other technical features in the control device of the investment management system are the same as the features disclosed in the method of the previous embodiment, which will not be repeated here.

[0142] It should be understood that the various parts disclosed in this application can be implemented by hardware, software, firmware or a combination thereof. In the description of the above embodiments, specific features, structures, materials or characteristics can be combined in any one or more embodiments or examples in a suitable manner.

[0143] The above is only a specific implementation of the present application, but the protection scope of the present application is not limited thereto. Any person skilled in the art who is familiar with the present technical field can easily think of changes or substitutions within the technical scope disclosed in the present application, which should be included in the protection scope of the present application. Therefore, the protection scope of the present application should be based on the protection scope of the claims.

[0144] The present application provides a computer-readable storage medium having computer-readable program instructions (ie, computer programs) stored thereon, wherein the computer-readable program instructions are used to execute the control method of the investment management system in the above-mentioned embodiment.

[0145] The computer-readable storage medium provided in the present application may be, for example, a USB flash drive, but is not limited to electrical, magnetic, optical, electromagnetic, infrared, or semiconductor systems, systems or devices, or any combination of the above. More specific examples of computer-readable storage media may include, but are not limited to: an electrical connection with one or more wires, a portable computer disk, a hard disk, a random access memory (RAM: Random Access Memory), a read-only memory (ROM: Read Only Memory), an erasable programmable read-only memory (EPROM: Erasable Programmable Read Only Memory or flash memory), an optical fiber, a portable compact disk read-only memory (CD-ROM: CD-Read Only Memory), an optical storage device, a magnetic storage device, or any suitable combination of the above. In this embodiment, the computer-readable storage medium may be any tangible medium containing or storing a program, which may be used by or in combination with an instruction execution system, system or device. The program code contained on the computer-readable storage medium may be transmitted using any appropriate medium, including but not limited to: wires, optical cables, RF (Radio Frequency: Radio Frequency), etc., or any suitable combination of the above.

[0146] The above-mentioned computer-readable storage medium may be included in the control device of the investment management system; or it may exist independently without being assembled into the control device of the investment management system.

[0147] The computer-readable storage medium carries one or more programs. When the one or more programs are executed by the control device of the investment management system, the control device of the investment management system can write computer program codes for performing the operations of the present application in one or more programming languages ​​or a combination thereof. The programming languages ​​include object-oriented programming languages, such as Java, Smalltalk, C++, and conventional procedural programming languages, such as "C" language or similar programming languages. The program code can be executed completely on the user's computer, partially on the user's computer, as an independent software package, partially on the user's computer and partially on a remote computer, or completely on a remote computer or server. In the case of a remote computer, the remote computer can be connected to the user's computer through any type of network, including a local area network (LAN) or a wide area network (WAN), or can be connected to an external computer (for example, using an Internet service provider to connect through the Internet).

[0148] The flow chart and block diagram in the accompanying drawings illustrate the possible architecture, function and operation of the system, method and computer program product according to various embodiments of the present application. In this regard, each square box in the flow chart or block diagram can represent a module, a program segment or a part of a code, and the module, the program segment or a part of the code contains one or more executable instructions for realizing the specified logical function. It should also be noted that in some alternative implementations, the functions marked in the square box can also occur in a sequence different from that marked in the accompanying drawings. For example, two square boxes represented in succession can actually be executed substantially in parallel, and they can sometimes be executed in the opposite order, depending on the functions involved. It should also be noted that each square box in the block diagram and / or flow chart, and the combination of the square boxes in the block diagram and / or flow chart can be implemented with a dedicated hardware-based system that performs a specified function or operation, or can be implemented with a combination of dedicated hardware and computer instructions.

[0149] The modules involved in the embodiments described in this application may be implemented by software or hardware, wherein the name of the module does not constitute a limitation on the unit itself in some cases.

[0150] The readable storage medium provided in this application is a computer-readable storage medium, which stores computer-readable program instructions (i.e., computer programs) for executing the control method of the above-mentioned investment management system, and can solve the technical problem of how to improve the efficiency of page jumps. Compared with the prior art, the beneficial effects of the computer-readable storage medium provided in this application are the same as the beneficial effects of the control method of the investment management system provided in the above-mentioned embodiment, and will not be repeated here.

[0151] The above descriptions are only some embodiments of the present application, and are not intended to limit the patent scope of the present application. All equivalent structural changes made using the contents of the present application specification and drawings under the technical concept of the present application, or direct / indirect applications in other related technical fields are included in the patent protection scope of the present application.

Claims

1. A control method for an investment management system, characterized in that: The control method of the investment management system includes: Determine the user's behavior data based on the operation instructions received on the main page; Analyzing the behavior characteristics corresponding to the behavior data based on a clustering algorithm, and determining the type of interest points of the user in each cluster in the clustering result; According to the type of the point of interest, relevant fund projects and fund data are screened out from the database; Assigning corresponding weights to the fund projects and the fund data according to the types of the points of interest, performing weighted calculation on the fund projects and the fund data according to the assigned weights, obtaining a comprehensive score, and ranking according to the comprehensive score; According to the result of the sorting, a preset number of the fund projects are selected, and the fund data corresponding to each of the fund projects is determined; Receive and parse the first page jump instruction, determine the target page corresponding to the first page jump instruction, and determine the layout of the display control corresponding to the fund project list according to the page layout of the target page corresponding to the first page jump instruction; Rendering the preset number of fund projects to a display control corresponding to the fund project list, and binding fund project data to corresponding fields and elements of the display control according to the fields and elements contained in the display control, wherein the display control includes a display area for each fund project; Determining the display method and content of the fund data according to the type of interest points of the user; Rendering the fund data to the display area corresponding to the fund project; Before receiving the first page jump instruction, some relevant fund projects and fund data are pre-selected and initially rendered according to the user's behavioral characteristics and interest point type. When the user actually jumps, the pre-rendered content is fine-tuned to present a complete fund project list.

2. The control method of the investment management system according to claim 1, characterized in that: Before the step of determining the user's behavior data according to the operation instruction received on the main page, the method includes: Determining the access rights of the user based on the login information of the user; According to the access permission, obtaining rendering data of the main page; The main page is rendered and displayed based on the rendering data, and the main page includes a page jump area, a to-do list display area, a project management area, and a fund management area.

3. The control method of the investment management system according to claim 1, characterized in that: The step of analyzing the behavior features corresponding to the behavior data based on a clustering algorithm and determining the type of interest points of the user in each cluster in the clustering result includes: Cleaning and preprocessing the behavior data; Extracting the behavior feature based on the preprocessed behavior data; The behavior characteristics are clustered and analyzed by a clustering algorithm to determine the type of interest points of the user.

4. The control method of the investment management system according to claim 1, characterized in that: The step of receiving and parsing the first page jump instruction and determining a target page corresponding to the first page jump instruction further includes: If the operation instruction is not received on the main page before the first page jump instruction is received, reading the default fund items and fund data from the cache area; The default fund items and fund data are rendered to the target page corresponding to the first page jump instruction for display.

5. The control method of the investment management system according to claim 1, characterized in that: After the step of rendering the fund data to the display area of ​​the corresponding fund project, the method further comprises: In response to the operation instruction received by the target page, updating the fund project and fund data in real time; The updated fund projects and fund data are rendered to the controls corresponding to the fund project list on the target page.

Images