Pre-schedule stock trading platform equipment
Patent Information
- Application Number
- TW113111286
- Authority / Receiving Office
- TW · TW
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2024-03-26
- Publication Date
- 2026-09-01
- Estimated Expiration
- 2044-03-25
AI Technical Summary
Existing stock trading systems lack automated scheduling capabilities, leading to inefficiencies and potential human errors in managing multiple stock transactions.
A pre-scheduling platform device comprising a business server, display device, and schedule generation device that automates the creation and notification of stock schedules, integrating with user equipment to ensure compliance with legal requirements and reduce manual errors.
Facilitates rapid, accurate, and compliant stock schedule generation, reducing human error and ensuring timely completion of transactions while improving customer satisfaction.
Smart Images

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Abstract
Description
Technical Field
[0001] This invention relates to a stock scheduling technology, and more particularly to a pre-scheduling stock schedule platform device. Prior Technology
[0002] As regulatory authorities increasingly tighten their oversight of stock trading operations and demand greater transparency in stock information, the previous patent TWI662499B proposed a system for automating the processing of stock trading events from multiple overseas custodian institutions and notifying the corresponding domestic legal entities of the event processing results. The main technology involves using a server to categorize multiple stock trading events into multiple stock trading event modules. Each module contains multiple corresponding stock trading events, and each event has pre-set parameters for processing. The system also receives, reads, and judges messages transmitted by the multiple overseas custodian institutions. The determination of whether the message content contains multiple parameters corresponding to one of the multiple stock transaction event modules is as follows: if it is determined that the message content corresponds to multiple parameters, the processing result is notified to the domestic legal entity corresponding to the stock transaction event. It can be seen that the technology of the previous patent automatically processes stock transaction events from multiple overseas custodians and notifies the corresponding domestic legal entity of the stock transaction event processing result to improve efficiency and reduce human error. It also enables multiple overseas custodians and multiple domestic legal entities to use a single window to process stock transaction events. However, it does not mention the technology of automatically scheduling stock transactions. Summary of the Invention
[0003] Therefore, one object of the present invention is to provide a pre-scheduling platform device that can overcome the shortcomings of prior art.
[0004] Therefore, the pre-scheduled business schedule platform equipment is suitable for electrical connection to a user equipment and includes a business server device, a display device and a schedule generation device.
[0005] The stock trading server receives a login signal from the user device. The login signal has an account and a password. When the stock trading server verifies that the login signal is correct, the stock trading server receives a selection signal. The selection signal indicates a self-compiled stock trading schedule. The stock trading server receives a setting signal and generates a pending confirmation result based on the setting signal. The setting signal includes schedule type, date option, and specified date.
[0006] The display device is electrically connected to the stock service device to receive the result to be confirmed and to display the result to be confirmed. When the stock service device receives a confirmation signal and generates a preset schedule information based on the confirmation signal and the setting signal, the confirmation signal is used to indicate that the result to be confirmed is agreed upon. The content of the preset schedule information is related to the setting signal.
[0007] The scheduling generation device is electrically connected to the service servo device to receive the preset scheduling information and generate a preset notification signal, which is related to the preset scheduling information.
[0008] The advantages of this invention are: reducing the risk of manual operation and avoiding human error that does not comply with regulations when arranging a large number of schedules at the same time. Simple Explanation of the Diagram
[0009] Other features and effects of the present invention will be clearly presented in the embodiments with reference to the drawings, wherein: Figure 1 is a system diagram of an embodiment of the pre-scheduling work schedule platform device of the present invention; Figure 2 is a schematic diagram of the login screen transmitted by the stock service server in the embodiment; Figure 3 is a schematic diagram of the function screen transmitted by the stock service server in the embodiment; and Figure 4 is a schematic diagram of the setting screen transmitted by the stock service servo device in the embodiment. Implementation
[0010] Before the present invention is described in detail, it should be noted that similar elements are represented by the same numbers in the following description.
[0011] Referring to Figure 1, an embodiment of the pre-scheduled stock business schedule platform device of the present invention is shown. It plans various stock business schedules for listed / OTC companies and complies with legal restrictions on scheduling. It is suitable for electrical connection to a user device 1 and includes a business server device 2, a display device 3, a schedule generation device 4 and an input device 5.
[0012] The stock trading server 2 receives a login signal from the user device 1. The login signal has an account and a password, as shown in Figure 2. The stock trading server 2 transmits a login screen to the user device 1, where the account includes the ID card number and user code. When the stock trading server 2 verifies that the login signal is correct, as shown in Figure 3, the stock trading server 2 transmits a function screen to the user device 1. The stock trading server 2 receives a selection signal, which indicates a self-compiled stock trading schedule, as shown in Figure 4. The stock trading server 2 transmits a setting screen to the user device 1 according to the selection signal. The stock trading server 2 receives a setting signal and generates a pending confirmation result according to the setting signal. The setting signal includes the schedule category, date option, and specified date.
[0013] Display device 3 is electrically connected to the stock service device 2 to receive the result to be confirmed and to display the result to be confirmed. When the stock service device 2 receives a confirmation signal and generates a preset schedule information based on the confirmation signal and the setting signal, the confirmation signal is used to indicate agreement to the result to be confirmed. The content of the preset schedule information is related to the setting signal.
[0014] The scheduling generation device (SKII system) 4 is electrically connected to the service servo device 2 to receive preset scheduling information and generate a preset notification signal related to the preset scheduling information. The preset notification signal includes an email address for sending to the user device 1. The email address has a portable file format related to the preset scheduling information.
[0015] Input device 5 is electrically connected to scheduling generator 4 to receive official date information about the stock schedule and transmits the official date information to scheduling generator 4, so that scheduling generator 4 generates an official notification signal based on the official date information. The official notification signal includes an email address, which is sent to user device 1 and includes a portable file format (PDF) and a mobile calendar file. The portable file format is associated with an official stock schedule, and the mobile calendar file is a comma-separated value (CSV) file and is associated with an official stock schedule.
[0016] Another aspect of this embodiment involves proactively notifying listed companies, OTC companies, and emerging stock companies of their stock trading schedules. These schedules include either the shareholders' meeting or the dividend distribution date. Dividends are defined as interest and bonuses. The key technology involves the scheduling generator 4 storing the official date information received over many years (related to the company's historical month selection data) in a database of the stock trading server 2 as a reference file for suggested stock trading dates. This reference file records first, second, and third reference time information. The first reference time information is the month previously chosen by each listed, OTC, and emerging stock company to hold its shareholders' meeting. The second reference time information records the shareholders' meeting dates provided by the Taiwan Electrical and Electronic Manufacturers' Association and Quantong Business Processing Co., Ltd. The third reference time information is the auspicious dates in April, May, and June of the Chinese calendar recommended to shareholders. The scheduling device 4 reads at least one of the first to third reference time information from the database of the stock affairs server device 2 as the parameter for the proposed shareholders' meeting date for this year's shareholders' meeting. Based on the shareholders' meeting date parameter and an advance notice setting, it generates a proposed notification signal. The advance notice setting is defined as a notification issued two months in advance of the "Pre-registration of Shareholders' Meeting Date" by the competent authority each year. The database also records a fourth reference time information, which includes the previous years' chosen dividend and bonus payment dates for each listed, OTC, and emerging stock company. The scheduling device 4 uses the fourth reference time information, the advance notice setting, and a period of auspicious days as the proposed dividend payment date for this year, and generates a dividend notification signal accordingly. The period of auspicious days is defined as a day within two months from the 27th business day after the shareholders' meeting, according to the Chinese lunar calendar.
[0017] In summary, the above embodiments have the following advantages: 1. For banks, it facilitates rapid and accurate system calculations, improving customer satisfaction. 2. It reduces the risk of manual operations, avoiding human error that could occur when multiple schedules are generated simultaneously. 3. The system automatically calculates and generates schedules, ensuring that each stage of the work is carried out according to the schedule without errors, helping clients complete the entire process on time. 4. It reduces waiting time for manual responses, allowing clients to obtain the required schedules anytime, anywhere.
[0018] However, the above description is merely an embodiment of the present invention and should not be construed as limiting the scope of the present invention. Any simple equivalent changes and modifications made in accordance with the scope of the patent application and the contents of the patent specification of the present invention shall still fall within the scope of the patent of the present invention.
[0019] 1: User Equipment 2: Stock Service Servo Device 3: Display device 4: Scheduling generator 5: Input device
Claims
1. A pre-scheduled stock trading platform device, electrically connected to a user device, comprising: a trading server for receiving a login signal from the user device, the login signal having an account and a password; when the trading server verifies that the login signal is correct, the trading server receives a selection signal indicating a self-compiled stock trading schedule; the trading server receives a setting signal and generates a pending confirmation result based on the setting signal, the setting signal including a schedule type, date options, and a specified date; a display device electrically connected to the trading server to receive the pending confirmation result and display the pending confirmation result; when the trading server receives a confirmation signal and generates preset scheduling information based on the confirmation signal and the setting signal, the confirmation signal indicating agreement to the pending confirmation result, the content of the preset scheduling information being related to the setting signal; and a scheduling generation device electrically connected to the trading server to receive the preset scheduling information and generate a preset notification signal, the preset notification signal being related to the preset scheduling information.
2. The pre-scheduling work schedule platform equipment as described in claim 1, wherein, The preset notification signal includes an email address, which is sent to the user's device.
3. The pre-scheduling work schedule platform equipment as described in claim 2, wherein, The email has a portable file format that is related to the default scheduling information.
4. The pre-scheduled work schedule platform device as described in claim 1 further includes an input device electrically connected to the scheduling generator for receiving official date information and transmitting the official date information to the scheduling generator, so that the scheduling generator generates an official notification signal based on the official date information.
5. The pre-scheduling work schedule platform equipment as described in claim 4, wherein, The official notification signal includes an email address, which is sent to the user's device.
6. The pre-scheduling platform equipment as described in claim 5, wherein, The email has a portable file format that is associated with an official stock schedule.
7. The pre-scheduling work schedule platform equipment as described in claim 5, wherein, The email contains a mobile calendar file, which is related to a formal stock schedule.
8. The pre-scheduling work schedule platform equipment as described in claim 7, wherein, The phone's calendar file is a comma-separated value file.
9. The pre-scheduling work schedule platform equipment as described in claim 4, wherein, The scheduling generator stores the official date information in a database of the stock service server, creating a reference file.
10. The pre-scheduled work schedule platform equipment as described in claim 9, wherein, The reference file records first reference time information, second reference time information, and third reference time information. The scheduling generating device generates a suggestion notification signal based on at least one of the first reference time information to the third reference time information.
Citation Information
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