Information processing apparatus, assistance method, and computer-readable recording medium

The information processing device dynamically selects and presents questions to tailor asset management portfolios, addressing the mismatch in existing systems by minimizing the number of questions needed to create accurate and personalized portfolios.

JP2026014104APending Publication Date: 2026-01-29NEC CORP
1 Cites 0 Cited by

Patent Information

Application Number
JP2024115038
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2024-07-18
Publication Date
2026-01-29

AI Technical Summary

Technical Problem

Existing asset management systems face challenges in determining personalized portfolios due to the mismatch between standardized questions and individual needs, leading to either inadequate or overly burdensome questionnaires, and the inability to tailor recommendations based on the subject's life stage and investment philosophy.

Method used

An information processing device and method that dynamically selects and presents questions based on previous answers, using a question selection unit and presentation control unit to tailor asset management portfolios to individual subjects, minimizing the number of questions while ensuring accuracy.

Benefits of technology

This approach allows for the creation of personalized asset management portfolios by efficiently gathering necessary information through a minimal number of questions, improving the accuracy and reducing the burden on users.

✦ Generated by Eureka AI based on patent content.
Patent Text Reader

Abstract

To improve a technique for presenting a portfolio of asset management corresponding to an object person.SOLUTION: An information processing device includes a question selection unit that selects a question to be presented next from unpresented questions included in a group of questions based on an answer to a question selected from the group of questions for determining a portfolio of asset management and presented to a subject, and a presentation control unit that presents a portfolio according to the answer to the selected and presented question to the subject. In addition, according to the information processing apparatus, it is possible to support decision-making of a subject who manages assets.SELECTED DRAWING: Figure 1
Need to check novelty before this filing date? Find Prior Art