Information processing system, information processing method, and program

Abstract

To provide an information processing system, an information processing method, and a program capable of protecting a profit of an investor in a transaction market of a financial product.SOLUTION: In an information processing system 1000, a control part of a server device 100 controls an operation mode of a client device 110 on the basis of setting or the like from the client device, controls a server device 140 so as to instruct buying and selling of foreign currency according to an order through a transaction screen displayed on an input / output part of a client device 120 when the client device 120 is in a first operation mode, and controls the server device so as to instruct buying and selling of foreign currency opposite to the order through the transaction screen displayed on the input / output part of the client device 120 when the client device 120 is in a second operation mode different from the first operation mode. The first operation mode is a normal operation mode for requesting buying and selling according to an instruction of an operator, and the second operation mode is an opposite operation mode for requesting buying and selling opposite to the instruction of the operator.SELECTED DRAWING: Figure 1

Description

[Technical field]

[0001] The present invention relates to an information processing system, an information processing method, and a program. [Background technology]

[0002] Patent Document 1 discloses a financial product transaction management device that allows a person trading financial products to place a plurality of orders in accordance with the various objectives of the person trading the financial products, while enhancing the convenience of the transaction. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2023-76670 A DISCLOSURE OF THEINVENTION [Problem to be solved by the invention]

[0004] It is said that many investors suffer losses in the financial product trading market. Also, prospect theory says that investors react more sensitively to losses than to profits, and when they are making profits, they rush to lock in even small profits in order to avoid losses, giving up the possibility of making more profits, while when they are making losses, they put financial products on hold, hoping that they will recover someday, widening the wound. Therefore, an object of the present invention is to provide an information processing system, an information processing method, and a program that can protect the interests of investors in the trading market of financial products. [Means for solving the problem]

[0005] According to one aspect of the present invention, an information processing system is provided which has a control unit which controls to display an administrator screen, determines an operating mode of a device of a person under management based on setting information set via the administrator screen, and in a first operating mode determined, controls to instruct the buying and selling of financial products as ordered via a trading screen of the device of the person under management, and in a second operating mode determined different from the first operating mode, controls to instruct the buying and selling of financial products opposite to those ordered via the trading screen of the device of the person under management, and the administrator screen includes a user interface component which sets whether or not to allow operation in the second operating mode when the person under management logs in to the system.

[0006] In addition, according to one aspect of the present invention, an information processing system is provided in which the control unit controls the display of account information on a screen related to the trading screen, regardless of whether the operation mode is the first operation mode or the second operation mode, in which case the account information would be displayed if the financial product were bought and sold as ordered.

[0007] Furthermore, according to one embodiment of the present invention, the administrator screen includes a user interface component for setting the trading volume of the financial product in the second operating mode when the person being managed logs in to the system.

[0008] In addition, according to one embodiment of the present invention, when the managed person logs in to the system and instructs the buying and selling of financial products in the second operating mode, the administrator screen includes actual account information that has been used to buy and sell financial products opposite to the order.

[0009] Furthermore, according to one embodiment of the present invention, the administrator screen includes a user interface component that sets whether the system should operate in the first operating mode or the second operating mode when the person being managed logs in to the system.

[0010] According to one aspect of the present invention, the administrator screen includes a two-dimensional code including access information for downloading application software that enables the managed person to log in to the system.

[0011] According to one aspect of the present invention, there is provided an information processing method executed by an information processing system, which controls to display an administrator screen, determines an operation mode of a device of a person under management based on setting information set via the administrator screen, and in a first operation mode determined, controls to instruct the buying and selling of financial products as ordered via a trading screen of the device of the person under management, and in a second operation mode determined, which is different from the first operation mode, controls to instruct the buying and selling of financial products opposite to the order placed via the trading screen of the device of the person under management, and the administrator screen includes a user interface component for setting whether or not to allow operation in the second operation mode when the person under management logs in to the system.

[0012] According to one aspect of the present invention, there is provided a program for causing a computer to function as the information processing system of any of the above aspects. Effect of the Invention

[0013] According to the information processing system, information processing method, and program of the present invention, when trading financial products, it is possible to instruct buying and selling as instructed, or to instruct buying and selling opposite to the instruction, depending on the operation mode.

[0014] As a result, buying and selling in the opposite direction to the instructions of the financial instrument operator is carried out according to the settings, thereby increasing the possibility that the financial instrument trader will make a profit in trading the financial instrument. [Brief description of the drawings]

[0015] [Figure 1] FIG. 1 is a diagram illustrating an example of a system configuration of an information processing system 1000. As shown in FIG. [Diagram 2] FIG. 2 is a diagram illustrating an example of a hardware configuration of the server device 100. As shown in FIG. [Diagram 3] FIG. 3 is a diagram showing an example of a hardware configuration of the client device 110. As shown in FIG. [Diagram 5] FIG. 4 is a diagram showing an example of a setting screen 500 for a person to be managed. [Figure 6] FIG. 5 is a diagram showing an example of a transaction screen 600 displayed on the client device 120. As shown in FIG. [Figure 7] FIG. 6 is a diagram showing an example of an administrator screen 700 displayed on the client device 110. As shown in FIG. [Figure 8] FIG. 7 is a diagram showing an example of the administrator screen 800. As shown in FIG. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0016] An embodiment will be described below with reference to the drawings. Various features shown in the following embodiment can be combined with each other. The program for realizing the software shown below may be implemented in a form that can be downloaded from a server, may be executed on a cloud computer, or may be stored in a non-volatile or volatile non-transient storage medium and distributed.

[0017] <Embodiment 1> 1. System Configuration Fig. 1 is a diagram showing an example of a system configuration of an information processing system 1000. As shown in Fig. 1, the information processing system 1000 includes a server device 100, a client device 110, and a client device 120 as a system configuration. The server device 100, the client device 110, and the client device 120 are communicatively connected via a network 150. The information processing system 1000 is also communicatively connected to a server device 140 via the network 150.

[0018] Unless otherwise specified, the server device 100 executes the main processes related to the first embodiment, including the modified examples shown below. The client device 110 is a terminal device used by the administrator. The client device 120 is a terminal device used by the person under management who is managed by the administrator. The server device 140 controls the buying and selling of financial products based on requests from the server device 100 and the like. Financial products include foreign exchange, stocks in margin trading, various securities, commodities, indexes, etc. in futures trading, but for the sake of simplicity, the following description will be given taking foreign exchange (or foreign exchange margin trading) as an example. However, this does not limit the first embodiment and the like, and any financial product may be used as long as the price or numerical value fluctuates and an order opposite to that of an operator can be placed. When the financial product is foreign exchange, the transaction is foreign exchange margin trading.

[0019] In FIG. 1, for the sake of simplicity, only a limited number of various components are illustrated in the information processing system 1000, but the information processing system 1000 may include various components not shown in FIG. 1. 1 shows a smartphone as an example of the client device 110, the client device 110 is not limited to a smartphone and may be any device capable of instructing buying and selling of foreign exchange, such as a personal computer (PC) or a tablet computer. The server device 100 and / or the server device 100 may be replaced with a cloud system or the like.

[0020] Here, the information processing system described in the claims may be composed of multiple devices or may be composed of one device. When the information processing system described in the claims is composed of one device, an example of the device is server device 100, or client device 110, or client device 120. When the information processing system described in the claims is composed of multiple devices, an example of the multiple devices is a cloud system that provides the functions of server device 100, or client device 110 and client device 120, etc.

[0021] 2. Hardware Configuration (Hardware configuration of server device 100) 2 is a diagram showing an example of a hardware configuration of the server device 100. The server device 100 includes a control unit 210, a storage unit 220, and a communication unit 230 as the hardware configuration.

[0022] The control unit 210 is a CPU (Central Processing Unit) or the like, and controls the entire server device 100 . The storage unit 220 is any one of a hard disk drive (HDD), a read only memory (ROM), a random access memory (RAM), a solid state drive (SSD), or any combination of these, and stores programs and data used when the control unit 210 executes processing based on the programs. The control unit 210 executes processing based on the programs stored in the storage unit 220, thereby realizing functions of the server device 100, etc. The storage unit 220 is an example of a storage medium. The communication unit 230 is a NIC (Network Interface Card) or the like, which connects the server device 100 to the network 150 and controls communication with other devices.

[0023] (Hardware Configuration of Client Device 110) 3 is a diagram showing an example of a hardware configuration of the client device 110. The client device 110 includes, as its hardware configuration, a control unit 310, a storage unit 320, an imaging unit 330, an input / output unit 340, and a communication unit 350.

[0024] The control unit 310 is a CPU or the like, and controls the entire client device 110 . The storage unit 320 is any one of an HDD, a ROM, a RAM, and an SSD, or any combination thereof, and stores programs, data used when the control unit 310 executes processing based on the programs, and the like. The control unit 310 executes processing based on the programs stored in the storage unit 320, thereby realizing the functions of the client device 110. The storage unit 320 is an example of a storage medium. The imaging section 330 captures an image of a subject or the like. The input / output unit 340 is a touch panel display or the like, and displays a screen or the like and inputs information based on a user operation to the client device 110. The communication unit 350 connects the client device 110 to the network 150 and manages communication with other devices.

[0025] The hardware configuration of client device 120 is similar to that of client device 110. The control unit of client device 120 executes different processes based on a program stored in a storage unit of client device 120, thereby realizing the functions of client device 120.

[0026] 3. Information Processing The information processing of the first embodiment will be described below. (Processing Overview) The control unit 210 controls the operation mode of the client device 120 based on settings from the client device 110, etc. When the client device 120 is in the first operation mode, the control unit 210 controls the server device 140 to instruct the buying and selling of foreign exchange as ordered via the transaction screen displayed on the input / output unit of the client device 120. The first operation mode is a normal operation mode that requests buying and selling as instructed by the operator. When the client device 120 is in a second operation mode different from the first operation mode, the control unit 210 controls the client device 120 to instruct buying or selling of foreign exchange opposite to the order placed via the transaction screen displayed on the input / output unit of the client device 120. The second operation mode is a reversal operation mode that requests buying or selling opposite to the operator's instruction. By executing such processing, it is possible to instruct buying and selling according to the instruction or to instruct buying and selling opposite to the instruction depending on the operation mode. Since many ordinary investors suffer losses from investments, there is a high possibility of making profits by taking actions opposite to the investment actions of ordinary investors. Therefore, the information processing system 1000 increases the possibility of making a profit by instructing buying and selling opposite to the operator's instruction according to the settings. Furthermore, due to the prospect theory, in the reversal operation mode, the operator mistakenly believes that a loss is occurring even though a profit is actually being made, and so freezes the stock and does not sell it immediately, thereby enabling the operator to increase the profit. On the other hand, due to the prospect theory, in the reversal operation mode, the operator mistakenly believes that a profit is occurring even though a loss is actually being made, and so sells it immediately, enabling the operator to avoid the expansion of the loss.

[0027] (Processing details) In response to an operation by the administrator, in sequence SQ401, control unit 310 of client apparatus 110 transmits to server apparatus 100 a display request for a screen such as that shown in FIG. Upon receiving a screen display request, in sequence SQ402, control unit 210 generates a screen in response to the request. In sequence SQ403, control unit 210 transmits the generated screen to client device 110 that has made the request. Upon receiving the screen, control unit 310 displays the screen on input / output unit 340 in sequence SQ404.

[0028] 5 shows an example of a process in which the control unit 210 generates a screen and transmits it to the requesting device to control the display of the screen. Note that in the first embodiment and the like, the control unit 210 generates a screen and transmits it to the requesting device. However, control unit 210 may transmit data for generating a screen to the requesting device, and the requesting device may generate and display the screen based on the data received from control unit 210. In such a case, the process in which control unit 210 prepares data for generating a screen and transmits it to the requesting device is an example of a process for controlling to display a screen. The same applies hereinafter.

[0029] 5 is a diagram showing an example of a setting screen 500 for a person to be managed. The setting screen 500 is an example of an administrator screen. As described above, the setting screen 500 shown in FIG. 5 is displayed on the client device 110 of the administrator. The setting screen 500 includes an operation mode setting area for setting the operation mode of the device of the managed person. In the example of FIG. 5, by checking a check box 510, it is possible to set the device of the managed person to operate in the inverted operation mode. The check box 510 is an example of a user interface component for setting whether or not to permit operation in the inverted operation mode when the managed person logs into the system. Note that the check box is only an example, and any interface component may be used as long as it is possible to permit operation in the inverted operation mode.

[0030] Also, the check box 510 can be said to be an example of a user interface component that sets whether the device to be operated in the normal operation mode or the inverted operation mode when the managed person logs in to the system. When the check box 510 is checked, the device of the managed person is set to operate in the inverted operation mode. When the check box 510 is not checked, the device of the managed person is set to operate in the normal operation mode. The check box is just one example, and any interface component may be used as long as it is possible to set whether the device to be operated in the normal operation mode or the inverted operation mode.

[0031] When the check box 510 is checked, the area 520 is enabled and settings can be made in the area 520. In the area 520, the trading volume in the reverse operation mode is set. In the example of Fig. 5, the upper limit of the trading volume of USD / JPY and currencies other than USD / JPY in foreign exchange margin trading can be set in area 520. In the example of Fig. 5, the upper limit of the trading volume of USD / JPY and currencies other than USD / JPY can be set in a combo box. The combo box shown in Fig. 5 is an example of a user interface component for setting the foreign exchange transaction volume in the reverse operation mode when the relevant managed person logs into the system. The combo box is just an example, and any user interface component may be used as long as it allows the foreign exchange transaction volume to be set.

[0032] In response to an operation by the administrator, in sequence SQ405, control unit 310 of client apparatus 110 transmits to server apparatus 100 the setting information that has been set via a screen such as that shown in FIG. Upon receiving setting information from the client device 110, in sequence SQ406, the control unit 210 associates the administrator identification information identifying the administrator who made the setting, the managed person identification information identifying the corresponding managed person, and the setting information, and stores them as setting data in the memory unit 220 or the like. The setting information includes information on whether or not the check box 510 is checked, and if the check box 510 is checked, information such as the upper limit of the foreign exchange transaction volume in the reversal operation mode.

[0033] In sequence SQ407, the control unit 210 receives a login request from the client device 120. The login request includes authentication information such as a login ID and a password. The login ID is identification information for identifying the managed person who operates the client device 120. If the control unit 210 performs authentication processing based on the authentication information and determines that the authentication information is appropriate, in sequence SQ408, the control unit 210 searches for setting data based on the managed identification information and determines the operating mode of the client device 120 based on the setting information contained in the corresponding setting data. If the setting information indicates that the check box 510 is checked, the control unit 210 determines that the operation mode of the client device 120 is the inverted operation mode. If the setting information indicates that the check box 510 is not checked, the control unit 210 determines that the operation mode of the client device 120 is the normal operation mode.

[0034] In sequence SQ408, the control unit 210 sets the operation mode of the information processing system 120 so that the client device 120 operates in the determined operation mode. After that, the client device 120 operates in the operation mode set by the control unit 210. In the following description, unless otherwise specified, it is assumed that the client device 120 operates in the inverted operation mode.

[0035] FIG. 6 is a diagram showing an example of a transaction screen 600 displayed on the client device 120. As shown in FIG. The transaction screen 600 shows, as an example, a screen for a dollar / yen transaction in foreign exchange margin trading. When the control unit 210 receives a display request for the transaction screen 600 from the client device 120, it generates the transaction screen 600 as shown in Fig. 6 and transmits it to the client device 120. When the client device 120 receives the transaction screen 600 from the server device 100, it displays it on the input / output unit.

[0036] When an operator (a person under management) of the client device 120 wishes to place a sell order for USD / JPY, the operator selects the sell button 610 and then selects the order confirmation button 630 . When the control unit 210 determines that a sell order for USD / JPY has been placed on the transaction screen 600, it transmits a reverse order (a buy order for USD / JPY) to the server device 140. That is, when the client device 120 is operating in the reverse operation mode, if the sell button 610 is selected on the transaction screen 600, the control unit 210 executes processing assuming that the buy button 620 was selected. Similarly, when the client device 120 is operating in the reverse operation mode, if the buy button 620 is selected on the transaction screen 600, the control unit 210 executes processing assuming that the sell button 610 was selected.

[0037] The trading screen 600 includes an area 640. Account information is displayed in the area 640. The account information displayed in the area 640 is the account information that would be displayed if foreign exchange were bought or sold according to an order by an operator via the trading screen, regardless of whether the operating mode of the client device 120 is the normal operating mode or the reverse operating mode. That is, the control unit 210 controls the client device 120 to display account information on the transaction screen when buying and selling foreign exchange according to the operator's order via the transaction screen, regardless of whether the client device 120 is in the normal operation mode or the reverse operation mode. When the area 640 of the transaction screen 600 includes account information, the screen related to the transaction screen is the transaction screen 600. As another example, the area 640 may not be displayed on the transaction screen 600, or the area 640 may be displayed on the transaction screen 600, and when the account button 650 is selected, the control unit 210 may cause the client device 120 to display a screen including the account information.

[0038] That is, in the normal operation mode, actual account information in which foreign exchange was bought and sold according to the operator's order via the transaction screen is displayed, whereas in the reverse operation mode, fake account information in which foreign exchange was bought and sold according to the operator's order via the transaction screen is displayed.

[0039] 7 is a diagram showing an example of an administrator screen 700 displayed on client device 110. Account information of a person under management is displayed on administrator screen 700. When control unit 210 receives a display request for administrator screen 700 from client device 110, it generates administrator screen 700 as shown in FIG. 7 and transmits it to client device 110. When client device 110 receives administrator screen 700 from server device 100, it displays it on input / output unit 340. The administrator screen 700 in Fig. 7 displays information on the actual account of the relevant managed person. That is, the administrator screen includes actual account information that has conducted a foreign exchange transaction opposite to the order when the managed person logs into the system and issues an instruction to buy or sell foreign exchange in the reverse operation mode. Comparing the account information shown in Fig. 6 with the account information shown in Fig. 7, the total unrealized profit and loss is negative in the account information in Fig. 6, but positive in the account information in Fig. 7, which is the actual account information.

[0040] According to the first embodiment, it is possible to instruct buying and selling as instructed or to instruct buying and selling opposite to the instruction depending on the operation mode. Also, by instructing buying and selling opposite to the operator's instruction depending on the settings, the possibility of making a profit is increased.

[0041] (Variation 1) In the first embodiment, the server device 100 is described as mainly performing the processing. However, all or part of the processing of the server device 100 may be performed by either or both of the client device 110 and the client device 120. When it is necessary to install a dedicated application in the client device 120, the control unit 310 of the client device 110 performs control to display a screen as shown in Fig. 8 as an administrator screen. Fig. 8 is a diagram showing an example of the administrator screen 800. A two-dimensional code is displayed on the administrator screen 800. A case where a dedicated application needs to be installed in the client device 120 is a case where the client device 120 needs to operate in an inverted operation mode. For example, in the first modification, when the inverted operation mode is set to be permitted as the operation mode of the client device 120, the control unit 310 controls the administrator screen 800 to be displayed on the input / output unit 340 of the client device 110. As described above, the administrator screen 800 includes a two-dimensional code including access information (e.g., a URL (Uniform Resource Locator)) that allows the managed person to log in to the system and to download application software that can operate in the inverted operation mode.

[0042] The first modification can also achieve the same effects as the first embodiment described above.

[0043] (Other variations) In the above-described embodiment, an example is shown in which the administrator sets whether or not to permit the device under administration to operate in the inverted operation mode. However, the administrator may set whether or not to permit the operation of the administrator's device in the inverted operation mode.

[0044] Although one embodiment has been described in detail above, the present invention is not limited to the specific embodiment, and various modifications and variations are possible within the scope of the gist of the present invention described in the claims. [Explanation of symbols]

[0045] 100: Server device 110: Client device 120: Client device 210: Control section 220: Storage section

Claims

1. An information processing system, In the first operation mode, the control is performed to instruct the buying and selling of financial products according to orders via the trading screen; In a second operation mode different from the first operation mode, the control unit 10 controls the trading device 1 to instruct buying and selling of a financial product opposite to the order placed via the trading screen. Information processing system.

2. 2. The information processing system according to claim 1, In either the first operation mode or the second operation mode, control is performed so that account information in the case where the financial product is traded as ordered is displayed on a screen related to the transaction screen. Information processing system.

3. 2. The information processing system according to claim 1, Control to display the administrator screen, the administrator screen includes a user interface component for setting whether or not to permit operation in the second operation mode when the person to be managed logs into the system; Information processing system.

4. 2. The information processing system according to claim 1, Control to display the administrator screen, the administrator screen includes a user interface component for setting the trading volume of the financial product in the second operation mode when the person to be managed logs into the system; Information processing system.

5. 2. The information processing system according to claim 1, Control to display the administrator screen, When the person under management logs in to the system and issues an instruction to buy or sell a financial product in the second operation mode, the manager screen includes actual account information that has been used to buy or sell a financial product opposite to the order. Information processing system.

6. 2. The information processing system according to claim 1, Control to display the administrator screen, the administrator screen includes a user interface component for setting whether the system is to be operated in the first operation mode or the second operation mode when a person to be managed logs in to the system; Information processing system.

7. 2. The information processing device according to claim 1, Control to display the administrator screen, The administrator screen includes a two-dimensional code including access information for downloading application software that enables the person to be managed to log in to the system. Information processing system.

8. An information processing method executed by an information processing system, comprising: In the first operation mode, the control is performed to instruct the buying and selling of financial products according to orders via the trading screen; In a second operation mode different from the first operation mode, the control unit 10 controls the trading device 1 to instruct buying and selling of a financial product opposite to the order placed via the trading screen. Information processing methods.

9. A program, Computer, A program for causing the information processing system according to any one of claims 1 to 7 to function.

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