Device, method, and computer program product for excess disposal of editing custom watchlists

Abstract

A device, method, and computer program product for handling excess quantity in the editing of selected items. The device includes: memory, a screen, and one or more processors. The memory stores an application program, which includes: a selection editing and excess quantity handling module, and a selection quotation module. The selection editing and excess quantity handling module stores corresponding financial products in memory according to product search instructions or product selection instructions, displays a selection group element and reads financial products. The selection group element includes displaying a plurality of selection groups, checking the upper limit quantity and the current quantity of each selection group, displaying a corresponding selection button when the selection group has not reached the upper limit quantity and does not contain financial products, receiving a setting target group instruction generated by the selection button to add financial products to the selected selection group, displaying a corresponding product duplication label when the selection group already contains financial products, displaying a corresponding replacement product button when the selection group has reached the upper limit quantity and does not contain financial products, and receiving a replacement product instruction generated by the replacement product button to select an existing selection product from the selected selection group and replace it with a financial product.

Description

[Technical Field]

[0001] This invention relates to a stock selection editing technology for financial product quotation programs applied on computers or mobile devices, and particularly to a device, method, and computer program product for handling excessive stock selections. [Previous Technology]

[0002] "Selected stocks" or "selected products" refer to a group of stocks or financial products that investors choose from the stock market or financial markets based on their personal preferences and investment strategies. These stocks or financial products are usually placed in a custom watchlist (i.e., a watchlist / custom watchlist) so that investors can easily track and monitor their price movements, trading volumes, and other relevant quotes. A watchlist helps investors focus only on the products they are interested in from a large number of stocks / products.

[0003] Currently, financial quote software or order placement software on computers, smart TVs, or smartphones provide a custom quote view to display the quotes of products in a custom list, which typically contains multiple groups. For example, prior art, Republic of China Patent Publication No. I710252, discloses an "apparatus and method for adding audio and video channels to a TV version custom group," which includes: establishing a connection with a server; adding at least one of a plurality of financial products or at least one of a plurality of audio and video channels to at least one custom group of a stock watchlist according to a new custom order instruction; uploading the stock watchlist to the server; and downloading corresponding quote information from the server based on the financial product included in the custom group of the stock watchlist. A custom quote view is generated and displayed on a screen. The custom quote view includes a quote box corresponding to the number of financial products in the custom group and a video playback box corresponding to the number of audio and video channels. Each quote box corresponds to one financial product to present the quote information of the financial product, and each video playback box corresponds to one audio and video channel to present the audio and video channel. A zoom command is received to zoom in on the video playback box on the screen. The display position of one of the quote boxes is automatically adjusted to match the zoom of the video playback box. The watchlist editing module 32 disclosed in the previous specification adds financial products or video / audio channels to the watchlist group based on the "Add to Watchlist" command, deletes financial products or video / audio channels from the watchlist group based on the "Delete to Watchlist" command, and modifies the financial products or video / audio channels in the watchlist group based on the "Modify to Watchlist" command (e.g., changing the order of financial products or video / audio channels in the watchlist, changing the alias of user-defined video / audio channels, changing the watchlist group to which financial products or video / audio channels belong, or changing the arrangement position of video / audio channels). Furthermore, the previous specification disclosed that the watchlist can contain multiple watchlist groups, such as "Watchlist Group 1," "Watchlist Group 2," "Watchlist Group 3," etc., and each watchlist group contains multiple selected financial products and video / audio channels. Users can edit the financial products and video / audio channels of any watchlist group in the watchlist (e.g., adding, deleting, modifying).

[0004] Previous technology one did not disclose whether there was an upper limit to the number of items in the custom list, and therefore did not mention how to handle situations where the number of newly added custom items exceeded the limit. Another prior technology two did not have a quantity limit on the custom list; that is, users could set any number of items in any custom group. The disadvantage of this prior technology two is that when there are too many custom items on the device, it makes the custom price view difficult to operate (e.g., to view the items at the bottom, one needs to constantly touch and slide, or constantly scroll the view with the mouse / remote). Furthermore, a custom list without a quantity limit easily consumes excessive server hardware resources during computation. Therefore, another prior technology three sets an upper limit on the custom list; that is, each custom group has a fixed quantity limit. For example, each custom group can only have a maximum of "60" items. When the quantity of a certain group exceeds this limit, it is impossible to add a "61st item," and the existing items in that group must be manually deleted before a new item can be added.

[0005] Due to the limitations of the previous technology, if a user (investor) reaches the quantity limit of a group when adding new selected items, they must first cancel the "Add Selected Items" operation and instead perform the "Delete Existing Selected Items in the Group" operation. Then, they must perform the "Add Selected Items" operation again. This process is cumbersome, time-consuming, and unreasonable. Therefore, it is necessary to improve the previous technology by proposing a technology that utilizes hardware and software resources to handle excess items in the selection process. This would allow users to complete the addition of items in a selected group in one go when editing their selections, reducing redundant steps, increasing operational flexibility, and thus overcoming the shortcomings of the previous technology. [Summary of the Invention]

[0006] In view of this, the present invention proposes an apparatus, method and computer program product for handling excess quantity in the editing of self-selected items. An excess quantity handling mechanism is added to the self-selected editing module. When a user adds a self-selected item, the system first checks whether the self-selected group exceeds the limit. If it does, the excess quantity handling mechanism is activated, allowing the user to directly handle the problem of excess self-selected groups in the same operation process of adding a self-selected item when editing self-selected items.

[0007] This invention proposes a device for handling excess quantity in self-selected product editing. The device includes: a communication module for establishing an Internet connection; a login verification module for establishing a connection with a server and performing login verification; and a self-selected product editing and excess quantity handling module, which stores a corresponding financial product in a memory according to a product search command or a product selection command, displays a selection group element and reads the financial product. The selection group element includes displaying a plurality of self-selected groups, checking an upper limit quantity and a current quantity corresponding to each of the self-selected groups, and displaying a corresponding selection button when one of the self-selected groups has not reached the upper limit quantity and does not contain the financial product. It receives a target group setting command generated by the selection button to add the financial product to one of the selected self-selected groups. When one of the selected groups has reached its maximum quantity and does not include the financial product, a corresponding replacement product button is displayed. A replacement product instruction generated by the replacement product button is received to select an existing product from one of the selected selectable groups and replace it with the financial product. A save instruction is received to save the change of one of the selectable groups to a corresponding selectable list. A selectable pricing module generates a selectable pricing view based on the selectable list and displays it on a screen. It also downloads pricing information corresponding to one of the selectable lists from the server. The memory stores an application, the financial product, and the selectable list. The application includes a login verification module, a selectable editing and over-limit handling module, and the selectable pricing module. The screen displays the graphical user interface of the application. One or more processors are connected to the memory and the screen and execute the application.

[0008] Furthermore, in some embodiments of the present invention, the selection group element is selected from: a dialog box element and a pop-up window element.

[0009] Furthermore, in some embodiments of the present invention, the selectable groups presented by the selectable group element include the corresponding upper limit number and the current number.

[0010] Furthermore, in some embodiments of the present invention, the selection button is selected from: a multi-selection block element, and a single-selection button.

[0011] Furthermore, in some embodiments of the present invention, a corresponding duplicate label for a product is displayed when one of the selectable groups already contains the financial product.

[0012] This invention further proposes a method for handling excessive self-selected product editing, applied to a client device. The client device includes a communication module, a memory, and a screen. The method includes: establishing a connection with a server and performing a login verification; receiving a product search command or a product selection command and storing the corresponding financial product in the memory; displaying a selection group element and reading the financial product from the memory, the selection group element including displaying a plurality of self-selected groups; checking an upper limit quantity corresponding to each of the self-selected groups and a current quantity corresponding to each of the self-selected groups; when one of the self-selected groups... When the maximum quantity has not been reached and the financial product is not included, a corresponding selection button is displayed; when one of the selectable groups has reached the maximum quantity and does not include the financial product, a corresponding replacement product button is displayed; a target group setting instruction generated by the selection button is received to add the financial product to one of the selected selectable groups, or a replacement product instruction generated by the replacement product button is received to select an existing selectable product from one of the selected selectable groups and replace it with the financial product; and a save instruction is received to save the change of one of the selectable groups to a corresponding selectable list.

[0013] Furthermore, in some embodiments of the present invention, the selection group element is selected from: a dialog box element and a pop-up window element.

[0014] Furthermore, in some embodiments of the present invention, the selectable groups presented by the selectable group element include the corresponding upper limit number and the current number.

[0015] Furthermore, in some embodiments of the present invention, the selection button is selected from: a multi-selection block element, and a single-selection button.

[0016] Furthermore, in some embodiments of the present invention, a corresponding duplicate product label is displayed when one of the selectable groups already contains the financial product.

[0017] The present invention also proposes a computer program product installed on a mobile device having a processor, a memory and a screen. The computer program product is stored in the memory and can run on the processor. When the processor executes the computer program product, it implements the steps of the above-mentioned method for handling excessive self-selected product editing.

[0018] The detailed features and advantages of the present invention are described in detail below in the embodiments. The content is sufficient to enable anyone skilled in the art to understand the technical content of the present invention and implement it accordingly. Based on the content disclosed in this specification, the scope of the patent application and the drawings, anyone skilled in the art can easily understand the relevant objectives and advantages of the present invention.

Implementation Method

[0020] This invention can be applied to, but is not limited to, personal computers (PC / MAC), laptops (Laptop / Notebook / Portable Computer), smartphones, tablet PCs, hand-held stock quoting devices, personal digital assistants (PDAs), smart TVs, etc. Any client device equipped with a screen and capable of running the application program of this invention (i.e., stock quotation software or stock trading software) can be used with the device and method of this invention.

[0021] Referring to Figures 1 and 2, the system functional block diagram of the device 10 for handling excessive self-selected product editing according to the present invention is shown. The legend only lists the core modules related to a preferred embodiment of the present invention, and the other modules are omitted and not depicted. The application program 20 in this embodiment is executed on the device 10 for handling excessive self-selected product editing according to the present invention. In one embodiment of the present invention, the device 10 for handling excessive self-selected product editing (e.g., a computer, a smartphone, a smart TV) includes: one or more processors 12, memory 14, a screen 16, and a communication module 18, as shown in Figure 1. The memory 14 stores the application program 20; the processor 12 executes the plurality of program instructions contained in the application program 20 and implements the following modules in a hardware and software collaborative manner: login verification module 22, custom editing and overload handling module 24, and custom pricing module 26; the screen 16 is used to display the graphical user interface (GUI) of the application program 20. When the embodiment of the present invention is applied to a mobile device, the screen 16 also has a touch function to handle screen touch operation events (handled by touch elements with touch function). When the embodiment of the present invention is applied to a personal computer, the screen 16 is an external screen (although the diagram uses a built-in screen, an external screen can also be regarded as part of the device 10, so the system function block diagram of a personal computer with an external screen is not depicted separately); the communication module 18 is used to establish Internet network connections, such as wired broadband, WLAN (Wi-Fi, etc.), mobile communication networks (such as 3G, 4G, 5G, etc.).

[0022] Referring again to Figure 2, a system function block diagram of application program 20 according to an embodiment of the present invention includes: login verification module 22, custom editing and excess handling module 24, and custom quote module 26. The legend only lists the core modules related to a preferred embodiment of the present invention; other modules are omitted and not depicted, such as: international financial quote module, custom quote module, detailed quote module, individual stock news module, accounting module, etc. Application program 20 of the present invention is a financial quote program or a financial trading program.

[0023] The login verification module 22 is used to establish a connection with the server and perform login verification. In some embodiments, after successful login verification, the token is downloaded and stored in the memory 14. Login verification includes various methods. In some embodiments, the user is authenticated by account and password; in some embodiments, the user's biometrics are used for authentication, such as fingerprint recognition or Face ID recognition.

[0024] In this invention, if a user wishes to add a new product to their selection, there are two methods: First, input the product name or code using a keyboard or voice to search / compare the "all product list" (or product summary list), and then select the product to be added from the search / compare results; Second, browse the "all product list" or the "categorized product list" (e.g., sector list, concept stock list), and select the product to be added from the list. In some embodiments, the user can select either method one or method two by clicking the edit selection button 32 (generating an edit selection instruction). This invention uses the above methods to drive the self-selection editing and overload processing module 24 to perform the process of adding a new product to the selection. Method one generates a product search instruction, while method two generates a product selection instruction. The self-selection editing and overload processing module 24 can then store the corresponding financial product (i.e., the product to be added) in memory 14 for the selection group element 34 to read according to the product search instruction or product selection instruction. The so-called selection group element 34 is a GUI (Graphical User Interface) element "used to present selectable custom groups", such as a dialog box element or a popup window element. Selection group element 34 includes a plurality of custom groups, and a button or label corresponding to each custom group. The custom editing and overload handling module 24 checks the upper limit (a system default value) and the current quantity corresponding to each selection group; in some embodiments, the upper limit and current quantity corresponding to each custom group are displayed in the selection group element 34, so that the user can clearly understand the quantity of custom items contained in each custom group (i.e., the current quantity), whether the system default upper limit (i.e., the upper limit quantity) has been reached, which custom group has the most custom items, which custom group has the fewest custom items, etc. The custom editing and overload handling module 24 will determine whether the quantity of the custom group has reached the upper limit and take different corresponding actions. When a user-selected group has not reached its maximum limit and does not contain the desired new financial product, the user-selected editing and over-limit processing module 24 displays a corresponding selection button 36 (e.g., a check box, or a radio button; clicking this generates a command to set the target group) at the location corresponding to that user-selected group. Upon receiving the command from the selection button 36, the user-selected editing and over-limit processing module 24 adds the desired new financial product to the selected user-selected group. If the number of user-selected groups has reached its limit, adding more financial products will exceed the limit. The user-selected editing and over-limit processing module 24 will then further determine whether the desired new financial product already exists in a user-selected group. Based on this, different marking actions will be performed on the corresponding user-selected group. This is the over-limit processing mechanism of this invention.One of the over-limit handling mechanisms of the present invention is as follows: When a user-selected group has reached the system limit and contains a financial product to be added, the user-selected editing and over-limit handling module 24 displays a corresponding duplicate product label 40 at the position corresponding to the user-selected group (to indicate that the user-selected group already has the same financial product). Another over-limit handling mechanism of the present invention is as follows: When a user-selected group has reached the system limit and does not contain a financial product to be added, the user-selected editing and over-limit handling module 24 displays a corresponding replacement product button 38 at the position corresponding to the user-selected group (clicking this button generates a replacement product instruction, used to switch the display of the replacement product view 42 to set the "existing user-selected product to be replaced") and does not display the selection button 36 (when the user-selected group has reached the limit, it can only be added by the replacement product button 38). After receiving the replacement product instruction generated by the replacement product button 38, the user-selected editing and over-limit handling module 24 allows the user to select one of the existing user-selected products from the selected user-selected group and replace it with the financial product to be added. Finally, the custom editing and overload handling module 24 receives a save instruction (generated by clicking the save button) to save the changes to the custom group to the corresponding custom list. In some embodiments, after the custom editing and overload handling module 24 saves the changes to the custom group to the corresponding custom list, it uploads the modified custom list corresponding to the custom group to the server. The method of storing and corresponding custom groups and custom lists is a part of the prior art and will not be described in detail here. In another embodiment of the present invention, the present invention essentially provides a "product duplication handling mechanism". In other words, regardless of whether the number of custom groups has reached the limit, once a custom group contains a financial product to be added, the custom editing and overload handling module 24 displays the corresponding product duplication tag 40 at the position corresponding to the custom group (to indicate that the custom group already has the same financial product).

[0025] The custom quote module 26 generates a custom quote view 28 based on the custom list and displays it on the screen 16. According to the group switching command, the financial products corresponding to the selected custom group are presented in the custom quote view 28. The server downloads the corresponding quote information based on the financial products presented in the custom quote view 28.

[0026] Referring to Figure 3, this is a schematic diagram of the screen 16 displaying the custom quote view 28 according to Embodiment 1 of the present invention. It illustrates how the graphical user interface of the application program 20 is displayed on the screen 16. This embodiment uses an Android smartphone screen as an example. The present invention is not limited to smartphones; it can also be used on personal computers, laptops, smart TVs, and other client devices. The illustration shows the custom quote view 28 displayed after the device 10 for handling excessive custom product editing executes the application program 20 (financial trading software or financial quote software) of the present invention. If a user wants to add a new product to their selection, they can click the search button 30 (generating a product search command), and then select the product to be added from the search / comparison results. Alternatively, they can browse the "All Product List" or the "Categorized Product List" (e.g., sector list, concept stock list) and select the product to be added from the list (generating a product selection command). Or, they can click the edit selection button 32 (generating an edit selection command) to select one of the above methods. The above methods for starting to add a new product to the selection are prior art, therefore, the subsequent screen 16 is not illustrated.

[0027] Referring to Figure 4A, this is a schematic diagram (I) of the screen 16 for adding a selected product according to Embodiment 1 of the present invention. The diagram illustrates that when the user has obtained the corresponding financial product (i.e., the product to be added) through a search command or product selection command, the present invention simultaneously presents all the selected groups with the selection group element 34 for the user to select the target group to add. The present invention displays the corresponding selection button 36 (in the example, a radio button, such as "Selected Group 1", "Selected Group 2" and "Selected Group 5" in the example) at the position corresponding to the selected group that "has not reached the upper limit and does not contain the financial product to be added". The user can add the product to the selected selected group by clicking the selection button 36 (generating the setting target group command). In this invention, the corresponding duplicate product label 40 (e.g., "existing product", meaning the same financial product already exists) is displayed in the position corresponding to the self-selection group that "already contains the financial product to be added", but the selection button 36 is not displayed (meaning "cannot add duplicate products"). In addition, in the position corresponding to the self-selection group that "has reached the system limit and does not contain the financial product to be added", the corresponding replacement product button 38 is displayed (clicking it generates a replacement product instruction), but the selection button 36 is not displayed (meaning "cannot add products in the normal way").

[0028] Referring to Figure 4B, the screen 16 of the present invention with the addition of self-selected items in Embodiment 1 is shown in Figure 2. The figure assumes that the user clicks the substitute item button 38 corresponding to "Self-selected group three" in Figure 4A (after clicking, a substitute item instruction is generated and the corresponding "target self-selected group parameter" is set to "self-selected group three"). The self-selection editing and overload processing module 24 switches the screen 16 to the substitute item view 42 to display the existing self-selected items of the selected self-selected group (here, "self-selected group three").

[0029] Referring to Figure 4C, this is a schematic diagram (III) of the screen 16 for adding selected items in Embodiment 1 of the present invention. The illustration assumes that the user selected "Cheng Shin 2105" in Figure 4B. The illustration uses a thick frame to represent the selected existing selected item. In some embodiments, the selected existing selected item is highlighted or highlighted with different eye-catching colors. Finally, clicking the "Replace Item" button below completes the part of setting the parameters of the "existing selected item to be replaced" in the replacement item instruction (that is, a complete replacement item instruction includes three parameters: "item to be added", "target selection group" and "existing selected item to be replaced").

[0030] Referring to Figure 4D, this is a schematic diagram (fourth) of the screen 16 for adding selected items in Embodiment 1 of the present invention. The illustration shows that when the user clicks the "Replace Item" button in the Replace Item view 42 in Figure 4C, the screen 16 returns to the original screen in Figure 4A. However, the Replace Item button 38 corresponding to "Selected Group Three" in the group selection element 34 is changed to display the item repeat label 40, indicating that the financial product to be added has been successfully added to "Selected Group Three". Finally, the user presses the "Save" button (click to generate a save command) to save the changes of the selected group to the corresponding selected list. In some embodiments, the saving action in Figure 4D can also be omitted. When the user clicks the "Replace Item" button in the Replace Item view 42 in Figure 4C, the changes of the selected group are automatically saved to the corresponding selected list.

[0031] Referring to Figure 5, this is a schematic diagram of the screen 16 for adding selected items according to Embodiment 2 of the present invention. The illustration is for illustrative purposes only: In some embodiments, the selection button 36 corresponding to the selected group is a check box, meaning that the same financial product to be added can be added to multiple selected groups simultaneously. In the illustration, both "Selected Group 1" and "Selected Group 2" selection buttons 36 are checked, indicating that the financial product to be added will be added to both selected groups simultaneously.

[0032] Referring to Figure 6, an operation flowchart of application program 20 according to an embodiment of the present invention is shown. The user uses a smartphone to run application program 20 and then adds a new self-selected financial product. Please also refer to Figures 1, 2, 3, 4A, 4B, 4C and 4D, which include:

[0033] Step S101: Execute an application program 20 of an embodiment of the present invention on the device 10. The user executes the application program 20 of the present invention (stock quotation software or stock trading software) on the device 10 for processing excess items in the self-selected product editing.

[0034] Step S102: Establish a connection with the server and perform login verification. After the communication module 18 establishes an Internet connection, the login verification module 22 establishes a connection with the server (i.e., the login server) to perform login verification. In some embodiments, after successful verification, a token is downloaded and stored in memory 14. In some embodiments, the user authenticates with an account and password; in some embodiments, the user authenticates with biometrics, such as fingerprint recognition or Face ID recognition; in some embodiments, the user authenticates with electronic credentials.

[0035] Step S103: Receive a product search command or product selection command and store the corresponding financial product in memory 14. If the user wants to add a new product, they can click the search button 30 (generating a product search command), and then select the product to be added from the search / comparison results, or browse the "all product list" or "categorized product list" (e.g., sector list, concept stock list) and select the product to be added from the list (generating a product selection command). Then, the user-selected editing and overload processing module 24 stores the financial product corresponding to the product search command or product selection command (i.e., the new product to be added) in memory 14.

[0036] Step S104: Display the selection group element 34 and read the financial products from memory 14. After the previous step is executed, the custom editing and overload processing module 24 displays the selection group element 34 on the screen 16 and reads the financial products from memory 14. The selection group element 34 is used to present selectable custom groups, which can be a dialog box element or a popup window element. As shown in Figure 4A.

[0037] Step S105: Check the upper limit quantity and the current quantity corresponding to each selected group. The custom editing and over-limit handling module 24 checks the system's preset upper limit quantity and the current quantity corresponding to each selected group in the custom list. In some embodiments, the upper limit quantity and current quantity corresponding to each selected group are displayed in the selection group element 34. In some embodiments, this step is performed in conjunction with the previous step. In some embodiments, this step S105 is performed first, and then step S104 is performed.

[0038] Step S106: Determine whether the product is already included. The self-selection editing and over-limit processing module 24 compares the financial products read in step S104 with the self-selection groups in the self-selection list obtained in step S105 to determine whether each self-selection group already contains the financial product to be added. If "yes", proceed to step S107; if "no", proceed to step S108.

[0039] Step S107: When a self-selection group already contains financial products, the corresponding duplicate product label 40 is displayed. When a self-selection group already contains the financial products to be added, the self-selection editing and over-limit processing module 24 displays the corresponding duplicate product label 40 at the position corresponding to the self-selection group (to indicate that the self-selection group already has the same financial products), such as "Self-selection group four" in Figure 4A.

[0040] Step S108: Determine if the upper limit has been reached. The self-selected editing and over-limit handling module 24 determines whether the upper limit of each self-selected group has been reached based on the upper limit obtained in step S105 and the current quantity of each self-selected group. If “yes”, proceed to step S109; if “no”, proceed to step S111.

[0041] Step S109: When the number of self-selected groups has reached the upper limit and does not contain financial products, the corresponding replacement product button 38 is displayed. When a self-selected group has reached the system upper limit and does not contain the financial products to be added, the self-selected editing and over-limit handling module 24 displays the corresponding replacement product button 38 at the position corresponding to the self-selected group (clicking it generates a replacement product instruction, which is used to switch the display of the replacement product view 42 to set the "existing self-selected product to be replaced") and does not display the selection button 36 (when the self-selected group has reached the upper limit, it can only be added by the replacement product button 38), as shown in "self-selected group three" in Figure 4A.

[0042] Step S110: Receive the replacement item instruction to select an existing self-selected item from the selected self-selection group and replace it with a financial product. After receiving the replacement item instruction generated by the replacement item button 38, the self-selection editing and overload disposal module 24 allows the user to select one of the existing self-selected items from the selected self-selection group and replace it with the desired new financial product (the financial product read in step S104). As shown in Figures 4B and 4C.

[0043] Step S111: When the number of self-selected groups has not reached the upper limit and does not contain financial products, the corresponding selection button 36 is displayed. When a certain self-selected group has not reached the upper limit and does not contain the financial products to be added, the self-selected editing and over-limit handling module 24 displays the corresponding selection button 36 (e.g., check box, or radio button, which generates a setting target group instruction after clicking, to set the "target self-selected group"), such as "self-selected group one", "self-selected group two" and "self-selected group five" in Figure 4A.

[0044] Step S112: Receive the setting target group instruction to add the financial product to the selected self-selection group. After receiving the setting target group instruction generated by the selection button 36, the self-selection editing and overload handling module 24 adds the financial product to be added to the selected self-selection group.

[0045] Step S113: Receive a save instruction to save the changes to the selected groups to the corresponding selected list. Finally, the selected group editing and overload handling module 24 receives a save instruction (generated by clicking the save button, as shown in Figure 4D) to save the changes to the selected groups to the corresponding selected list. In some embodiments, after the selected group editing and overload handling module 24 saves the changes to the selected groups to the corresponding selected list, it also uploads the modified selected list to the server.

[0046] As will be understood from various embodiments of the present invention, program instructions executed by a computer can perform the various blocks in the flowchart, combinations of blocks in the flowchart, and steps in the various embodiments. Providing these program instructions to a processor to operate generates a machine or resources for hardware and software to work together, thereby, when these instructions are executed on the processor, will produce components for performing the actions or technical effects indicated by the flowchart blocks. Different sets of program instructions can also cause at least some of the operation steps shown in the flowchart blocks to be performed in parallel, and the technical content expressed by the various program instructions of an application may differ depending on the embodiment. Furthermore, some of these steps can be performed on more than one processor, for example, in the case of the microprocessor and peripheral interface processor working together in the device of the present invention. In addition, without departing from the scope or spirit of the present invention, one or more blocks or combinations of blocks in the flowchart can be performed simultaneously with other blocks or combinations of blocks, or even in a different order than shown.

[0047] Therefore, the blocks of the flowchart of the present invention support combinations of components for performing specified actions or technical effects, combinations of steps for performing specified actions or technical effects, and program instruction components for performing specified actions or technical effects. It is also understood that these specified actions or technical effects are implemented by special purpose hardware systems or special purpose hardware and program instructions working together to execute the various blocks of the flowchart of the present invention and the combinations of blocks in the flowchart.

[0048] In summary, the present invention proposes a technology for handling excess self-selected items editing, which solves the problem of the previous technology where, when adding self-selected items, a group has reached its quantity limit, and the operation process of "adding self-selected items" must be canceled first, and the operation process of "deleting existing self-selected items in the group" must be executed instead. Then, the operation process of "adding self-selected items" is executed again. This allows users to complete the addition of self-selected items in one go when they encounter an excess of self-selected items in the self-selected group, reducing redundant operation steps, increasing the flexibility of operation, and making up for the shortcomings of the previous technology.

[0049] Although the technical content of the present invention has been disclosed above with reference to preferred embodiments, it is not intended to limit the present invention. Any modifications and refinements made by those skilled in the art without departing from the spirit of the present invention should be included within the scope of the present invention. Therefore, the scope of protection of the present invention shall be determined by the appended claims. [Simplified Explanation of the Diagram]

[0019] Figure 1 is a system functional block diagram of a device according to an embodiment of the present invention; Figure 2 is a system functional block diagram of an application according to an embodiment of the present invention; Figure 3 is a schematic diagram of the screen of the self-selected price view according to an embodiment of the present invention; Figure 4A is a schematic diagram of the screen of adding self-selected items according to an embodiment of the present invention (I); Figure 4B is a schematic diagram of the screen of adding self-selected items according to an embodiment of the present invention (II); Figure 4C is a schematic diagram of the screen of adding self-selected items according to an embodiment of the present invention (III); Figure 4D is a schematic diagram of the screen of adding self-selected items according to an embodiment of the present invention (IV); Figure 5 is a schematic diagram of the screen of adding self-selected items according to an embodiment of the present invention (II); and Figure 6 is an operation flowchart according to an embodiment of the present invention. [Biomaterial Storage]

[0051] None

Claims

1. A device for handling excess self-selected product editing, the device comprising: a communication module for establishing an Internet connection; A self-selection editing and overload handling module stores a corresponding financial product in a memory according to a product search command or a product selection command, displays a selection group element and reads the financial product. The selection group element includes multiple self-selection groups, checks an upper limit quantity and a current quantity corresponding to each of the self-selection groups, displays a corresponding selection button when one of the self-selection groups has not reached the upper limit quantity and does not contain the financial product, receives a target group instruction generated by the selection button to add the financial product to one of the selected self-selection groups, displays a corresponding replacement product button when one of the self-selection groups has reached the upper limit quantity and does not contain the financial product, receives a replacement product instruction generated by the replacement product button to select an existing self-selection product from one of the selected self-selection groups and replace it with the financial product, and receives a save instruction to save the change of one of the self-selection groups to a corresponding self-selection list; A custom quote module generates a custom quote view based on the custom list and displays it on a screen, and downloads quote information corresponding to one of the custom lists from a server; the memory is used to store an application, the financial product, and the custom list, the application including the custom editing and overload processing module and the custom quote module; the screen is used to display the graphical user interface of the application; and one or more processors are connected to the memory and the screen and execute the application.

2. The device for handling excess self-selected product editing as described in claim 1, wherein the selection group element is selected from: a dialog box element and a pop-up window element.

3. The apparatus for handling excess self-selected item editing as described in claim 1, wherein the self-selected groups presented by the selection group element include the corresponding upper limit quantity and the current quantity.

4. The device for handling excess self-selected product editing as described in claim 1, wherein the selection button is selected from: a check block element that can be selected multiple times, and a single selection button that can only be selected.

5. The device for handling excess self-selected product editing as described in claim 1, wherein the self-selected editing and excess handling module further includes: displaying a corresponding duplicate product label when one of the self-selected groups already contains the financial product.

6. A method for handling excess quantity of self-selected products, applied to a client device, the client device including a communication module, a memory and a screen, the memory storing an application, the application including a self-selection and excess quantity handling module, the method comprising: the self-selection and excess quantity handling module receiving a product search instruction or a product selection instruction and storing a corresponding financial product in the memory; the self-selection and excess quantity handling module displaying a selection group element and reading the financial product from the memory, the selection group element including presenting a plurality of self-selection groups; the self-selection and excess quantity handling module checking an upper limit quantity corresponding to each of the self-selection groups and a current quantity corresponding to each of the self-selection groups; the self-selection and excess quantity handling module displaying a corresponding selection button when one of the self-selection groups has not yet reached the upper limit quantity and does not contain the financial product; the self-selection and excess quantity handling module displaying a corresponding replacement product button when one of the self-selection groups has reached the upper limit quantity and does not contain the financial product; The custom editing and overload processing module receives a target group instruction generated by the selection button to add the financial product to one of the selected custom groups, or receives a substitute product instruction generated by the substitute product button to select an existing custom product from one of the selected custom groups and replace it with the financial product; and the custom editing and overload processing module receives a save instruction to save the change of one of the custom groups to a corresponding custom list.

7. The method for handling excessive selection of items as described in claim 6, wherein the selection group element is selected from: a dialog box element and a pop-up window element.

8. The method for handling excess self-selected product editing as described in claim 6, wherein the self-selected groups presented by the selection group element include the corresponding upper limit quantity and the current quantity.

9. The method for handling excessive self-selected product editing as described in claim 6, wherein the selection button is selected from: a selection block element that can be selected multiple times, and a single selection button that can only be selected.

10. The method for handling excessive editing of custom items as described in claim 6, further comprising: displaying a corresponding duplicate item label when one of the custom groups already contains the financial product.

11. A computer program product installed on a mobile device having a processor, a memory and a screen, the computer program product being stored in the memory and running on the processor, wherein when the processor executes the computer program product, it implements the steps of any one of claims 6 to 10 above for the method of handling excessive self-selected goods editing.

Images