Information Server Displaying Customer Buy/Sell Patterns
Find Innovative SolutionsGenerate Solutions
Solution Overview
Problem
Determining the optimal buying and selling timing for investment products is challenging, and assessing the effectiveness of investment transactions is difficult.
Innovation Solution
An information providing server and data processing apparatus that display referenced customer buy/sell pattern time-series data alongside investment product price charts, allowing users to analyze buying and selling patterns and their impact on investment product prices, with the ability to identify causal factors for these patterns.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If traditional investment transaction analysis methods are used, then transaction data can be retrieved, but it is difficult to determine optimal buying and selling timing and assess transaction effectiveness
Solution Approach 1:
The patent combines multiple types of information including price charts, buy/sell pattern time-series data, and causal factor analysis into a single integrated display interface. This merging allows users to simultaneously view pricing trends, customer transaction patterns, and identified causal factors without needing multiple separate analysis tools, thereby reducing the complexity barrier while providing comprehensive transaction effectiveness information.
Solution Approach 2:
The system introduces an intermediary analysis layer that processes raw transaction data and price information to generate intermediate representations such as buy/sell pattern time-series data and causal factor identifications. This intermediary processing transforms complex raw data into actionable insights, making the analysis more accessible while maintaining comprehensive information about transaction effectiveness.
2Measurement precision
If detailed transaction analysis is provided, then transaction effectiveness can be assessed, but the complexity of the analysis system increases
Solution Approach 1:
The patent segments the transaction effectiveness analysis into distinct components: price chart visualization, buy/sell pattern time-series data, and causal factor identification. By dividing the complex analysis into separate modular components, each handling a specific aspect of effectiveness measurement, the system achieves precise measurement while maintaining manageable complexity through clear functional separation.
Solution Approach 2:
The system transforms raw transaction data into standardized time-series parameters and pattern representations. By converting complex transaction records into standardized temporal patterns and causal factor parameters, the system achieves precise measurement of transaction effectiveness while simplifying the data representation structure, thereby reducing overall system complexity.
Data Source
AI summary
An information providing server according to the present invention outputs a screen on which referenced customer buy/sell pattern time-series data (4-2) indicating, in a time-series manner, a buy/sell pattern, computed for each stock, of a plurality of referenced customers satisfying a reference standard, based on past investment product transaction data of the plurality of referenced customers, and a price chart (4-1) indicating a time-series change in price of an investment product are displayed side by side.