Automatic processing method and device for financial product performance indicators

Through the net value data of financial products, calculate and store performance indicators, solve the problem of data reliability and traceability caused by artificial maintenance in traditional methods, and achieve more efficient and reliable performance analysis.

CN119377249APending Publication Date: 2025-01-28中国邮政储蓄银行股份有限公司
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Patent Information

Application Number
CN202411531887.7
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-10-30
Publication Date
2025-01-28

AI Technical Summary

Technical Problem

Traditional financial product performance analysis methods rely on manual maintenance, resulting in low data reliability and poor traceability, resulting in waste of manpower and material resources.

Method used

By triggering the task to trigger the task during the timing task trigger, obtain the current net net value and historical net value data of financial products, and automate these data to calculate and store the performance indicators of financial products. In response to the query request of the front -end page, the analysis dimension and keywords of the analysis request, retrieved and sends the target performance indicators to the front -end page.

Benefits of technology

The analysis efficiency and reliability of financial product performance indicators have been improved, artificial intervention is reduced, and the traceability and reliability of data is enhanced.

✦ Generated by Eureka AI based on patent content.

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    Figure CN119377249A_ABST
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Abstract

The invention discloses an automatic processing method and device for financial product performance indicators. The method comprises the following steps: when a timed task trigger executes task triggering operation, acquiring current net value data of a financial product on the same day and historical net value data of the financial product in a historical time period, and automatically processing the current net value data and the historical net value data to obtain performance indicators of the financial product; traversing to obtain the performance index of each financial product until the performance indexes of all the financial products are obtained, and storing the performance index table; in response to a query request of a front-end page, analyzing the query request to obtain an analysis dimension to which the query request belongs and a keyword of the query request; determining a performance indicator retrieved according to the keyword as a target performance indicator; and sending the target performance indicator to a front-end page, so as to present the target performance indicator by using the front-end page. According to the invention, the technical problems of low reliability and poor traceability when the performance data of the product is maintained depending on manpower in the prior art are solved.
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