CN106357695A - System and method for updating investment supervision strategy - Google Patents
System and method for updating investment supervision strategy Download PDFInfo
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- CN106357695A CN106357695A CN201610998507.XA CN201610998507A CN106357695A CN 106357695 A CN106357695 A CN 106357695A CN 201610998507 A CN201610998507 A CN 201610998507A CN 106357695 A CN106357695 A CN 106357695A
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/06—Asset management; Financial planning or analysis
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
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Abstract
The invention provides a system and a method for updating an investment supervision strategy. An investment supervision strategy is divided into various indicator elements which are displayed via a client side, when a supervision department policy is adjusted or a collocation agreement is changed, and a user selects with respect to the adjusted policy of the supervision department or the changed collocation agreement according to the indicator elements displayed by the client end, and generates a new investment policy and transmits to a server for updating. The system and the method can be used for realizing rapid adjustment and response of the investment supervision policy when the supervision department policy is adjusted or the collocation agreement is changed; due to no need of code redeveloping, the cost is reduced.
Description
Technical field
A kind of the present invention relates to investment oversight systems technology field, more particularly, it relates to renewal of investment oversight strategy
System and method.
Background technology
Trustship row refers to be responsible for the fund that the investment institution such as keeping, holding assets management company raises from customers' place, and
Money manager is carried out supervising and the external mechanism disclosing information using the funds, generally to be taken on by business bank.Throw
Money supervisory service is the important content of the trusteeship service that trustship row provides, and is also one of statutory obligation of trustship row.Trustship row
Investment oversight mainly includes the contents supervisions such as investment scope, ratio between investments.Trustship row finds park assets before execute instruction
Investment behavior rules and regulations contrary to law, or breach of contract agreement it should refusal execution, and notify money manager；Support
Pipe row finds that park assets instruct rules and regulations contrary to law according to the investment that transaction program enters into force after completion of transactions, or
Person's breach of contract agreement it should notify money manager, and require it to correct in time.
Trustship row provides investment oversight service by investment oversight system for client.Investment oversight system is most important to be exactly
According to the latest requirement of supervision department's relevant laws and regulations, monitor in time in the investment behavior of supervision assets.But, current
Investment oversight system is and is designed for a certain investment oversight strategy, when the requirement of supervision department's relevant laws and regulations changes
During change in addition it is also necessary to again the mode again through exploitation code be directed to the new system of new investment oversight strategy design.Whole process
Time is longer, and human cost is higher.
Content of the invention
In view of this, the present invention proposes a kind of renewal system and method for investment oversight strategy, is intended to realize when appearance supervision
When departmental policy adjustment or trustship agreement change, timely respond to the adjustment of investment oversight strategy, the purpose of reduces cost.
To achieve these goals it is proposed that scheme as follows:
A kind of more new system of investment oversight strategy, described system includes: client and server；
Described client, for showing index factor system content, described index factor system content includes different types of index will
Element, and each type of index factor system have multiple；
Described client, is additionally operable to obtain the assigned operation event that user is completed for described index factor system content；
Described client, is additionally operable to specify event as voucher with described assigned operation, generates investment oversight strategy and send
It is updated to described server.
Preferably, described client, specifically for:
When the ratio index described index factor system content displaying is detected is selected, obtain ratio index event；
Show the corresponding ratio index factor system content of described ratio index event, described ratio index factor system content includes:
Supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index factor system
With percent information index factor system；
Obtain the ratio index update event that user is completed for described ratio index factor system content；
With described ratio index update event as voucher, generate investment oversight strategy sending and carry out more to described server
Newly.
Preferably, described client, specifically for:
When the range specifications described index factor system content displaying is detected are selected, obtain range specifications event；
Show the corresponding range specifications factor content of described range specifications event, described range specifications factor content includes:
Supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index factor system
With identifying object index factor system；
Obtain the range specifications update event that user is completed for described range specifications factor content；
With described range specifications update event as voucher, generate investment oversight strategy sending and carry out more to described server
Newly.
Preferably, described client, have for:
When new assets collection index factor system is detected, obtain new assets collection event, to assets collection index factor system data base
Enter to expand.
Preferably, described percent information index factor system includes molecular constituents, denominator key element and proportion threshold value.
A kind of update method of investment oversight strategy, methods described includes:
Described client, in the renewal business procedure providing investment oversight strategy, shows index factor system content, described finger
Mark factor content include different types of index factor system, and each type of index factor system have multiple；
Described client obtains the assigned operation event that user is completed for described index factor system content；
Described client specifies event as voucher with described assigned operation, generates investment oversight strategy and sends to described clothes
Business device is updated.
Preferably, methods described specifically includes:
Described client, when the ratio index described index factor system content displaying is detected is selected, obtains ratio index
Event；
Described client shows the corresponding ratio index factor system content of described ratio index event, described ratio index factor system
Content includes: supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target
Index factor system and percent information index factor system；
Described client obtains the ratio index update event that user is completed for described ratio index factor system content；
Described client, with described ratio index update event as voucher, generates investment oversight strategy and sends to described clothes
Business device is updated.
Preferably, methods described specifically includes:
Described client, when the range specifications described index factor system content displaying is detected are selected, obtains range specifications
Event；
Described client shows the corresponding range specifications factor content of described range specifications event, described range specifications key element
Content includes: supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target
Index factor system and identifying object index factor system；
Described client obtains the range specifications update event that user is completed for described range specifications factor content；
Described client, with described range specifications update event as voucher, generates investment oversight strategy and sends to described clothes
Business device is updated.
Preferably, methods described also includes:
Described client, when new assets collection index factor system is detected, obtains new assets collection event, assets collection is referred to
Mark factor database enters to expand.
Preferably in described percent information index factor system includes molecular constituents, denominator key element and proportion threshold value.
Compared with prior art, technical scheme has the advantage that
A kind of renewal system and method for investment monitoring strategy that technique scheme provides, investment oversight strategy is decomposed
Shown by client for each index factor system, when supervision department's policy adjustment, or when trustship agreement changes, user
For the policy after supervision department's adjustment, or for the trustship agreement after change, according in the index factor system that client shows
Hold and selected, generate new investment oversight strategy sending and be updated to server.Achieve to work as and supervision department's political affairs occur
When plan adjustment or trustship agreement change, the quick adjustment response of investment oversight strategy；And, due to not needing again to develop
Code, reduces cost.
Brief description
In order to be illustrated more clearly that the embodiment of the present invention or technical scheme of the prior art, below will be to embodiment or existing
Have technology description in required use accompanying drawing be briefly described it should be apparent that, drawings in the following description be only this
Some embodiments of invention, for those of ordinary skill in the art, on the premise of not paying creative work, acceptable
Other accompanying drawings are obtained according to these accompanying drawings.
Fig. 1 is a kind of structural representation of the more new system of investment oversight strategy provided in an embodiment of the present invention；
Fig. 2 is a kind of flow chart of the update method of investment oversight strategy provided in an embodiment of the present invention；
Fig. 3 is the flow chart of the update method of another kind investment oversight strategy provided in an embodiment of the present invention；
Fig. 4 is the flow chart of the update method of another kind investment oversight strategy provided in an embodiment of the present invention.
Specific embodiment
Below in conjunction with the accompanying drawing in the embodiment of the present invention, the technical scheme in the embodiment of the present invention is carried out clear, complete
Site preparation description is it is clear that described embodiment is only a part of embodiment of the present invention, rather than whole embodiments.It is based on
Embodiment in the present invention, it is every other that those of ordinary skill in the art are obtained under the premise of not making creative work
Embodiment, broadly falls into the scope of protection of the invention.
Now the noun of present invention design is explained, the understanding in order to the present invention program:
Investment oversight: refer to bank as the support of the park assets such as security investment fund, insurance assets, internal business audit
Pipe people, the agreement of the regulation according to relevant laws and regulations and trustship agreement, provide investment oversight to the investment operation of park assets
Service, fulfils the behavior of investment oversight responsibility.
Contract note: refer to that bond both parties carry out bond dealing and buy-back deal by Inter-Bank Market, in central state
Debt registration company carries out transfer registration and is formed, and states clearly the document of the related contents such as both parties' rights and obligations.
Existing certificate dealing: counterparty and counterparty, in China Inter-Bank Bond Market or kerb market, with the price of agreement, pass through
Buy out the mode of outright sale, transfer the possession of the proprietary rightss of some bonds, and handle, in the settlement time, the friendship that certificate money completes a business transaction formality
Easy it is.
Buy out formula repurchase: while referring to that bond is sold to bond purchaser by bondholder, be about scheduled on future with buyer
On a certain date, bought back the trading activity of equal amount bond of the same race again from buyer with contract price by the seller.
Just buy back: just buying back is that a side is on mortgage with certain scale bond and finances, and promise to undertake and buy institute in the future again back
The trading activity of mortgage bond.
Reverse back is purchased: every actively lend fund, obtain the transaction that bond pledges and be known as carrying out inverse buy-back deal.
Present embodiments provide a kind of more new system of investment oversight strategy, refer to Fig. 1, show the structure of this system
Schematic diagram, this system includes: client 11 server 12；
Described client 11, for showing index factor system content, described index factor system content includes different types of index
Key element, and each type of index factor system have multiple.
Investment oversight strategy is decomposed into each index factor system show by client.Index factor system type is divided into: supervision
Timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index factor system, ratio
Information index key element and identifying object index factor system.
User is directed to the policy after supervision department's adjustment, or for the trustship agreement after change, is shown according to client
Index factor system content selected.For example, the policy (i.e. investment oversight strategy) after supervision department's adjustment is " domestic of investment
The credit grade of unsecured enterprise (company) the class bond of row has the aa level of domestic credit rating organization evaluation or is equivalent to
More than aa level ", it is " antecedent supervision " and " subsequent supervision " that user selects supervision timing indicator key element, selects priority indicator key element
For " legal ", select investment scope index factor system to be " can not invest ", select assets collection index factor system to be " enterprise (company) debt ",
Select target index factor system for " whether bond is assured " and with " whether bond is assured " corresponding "No", " bond is domestic long-term
Credit rating " and with " grading of bond domestic long-term credit " corresponding initial value " aa " and cutoff "None", select checking right
As index factor system is " contract note " and corresponding with " contract note " " buying ".
Described client 11, is additionally operable to obtain the assigned operation event that user is completed for described index factor system content.
Described client 11, is additionally operable to specify event as voucher with described assigned operation, generates investment oversight strategy concurrent
Deliver to described server 12 to be updated.
After all selections for index factor system content of client 11 identifying user, generate investment oversight strategy send to
Server 12 is updated, and fulfils the behavior of investment oversight responsibility afterwards according to the investment oversight strategy after this renewal.Achieve
When supervision department's policy adjustment occurring or trustship agreement changes, the quick adjustment response of investment oversight strategy；And, by
In not needing exploitation code again, reduce cost.
Supervision timing indicator key element includes antecedent supervision and subsequent supervision.Antecedent supervision refers to, submits in execution client
Remit money before instruction, whether the investment behavior of instruction of remitting money met with the regulation of laws and regulations and audits with the agreement of client,
The investment oversight service refusing execution is instructed for against regulation the remitting money with agreement of investment behavior.Subsequent supervision refers to,
At the end of calculation business, whether all data of holding position of assets are met with the regulation of laws and regulations and examines with the agreement of client
Core, to investment target violation situation, with phone, mail or provide indicating risk letter mode and notify client.
Priority indicator key element includes legal and agreement.It is legal by the definition that laws and regulations specify, by trustship agreement about
The definition of bundle is agreement.
Investment scope index factor system includes investing, can not invest, single, whole.For example, investment oversight strategy is single
Fund market value be less than combination investment net value 10% when, selection can invest with single.
Assets collection index factor system includes national debt, policy-related finance debt, short fund debt, Medium Term Note, international development debt, collection
Close the bonds such as bond, local government stock, set bill, enterprise (company) debt, separate type transferable bond and subordinate securities, stock type
Fund, Bond Fund, mixed type fund, currency fund, qdii (qualified domestic institutional
Investors, domestic institution's investor goes to overseas investment qualification cognizance system) fund such as fund and short-term financing, exchange is just
Repurchase, the purchase of exchange reverse back, interbank are just being bought back and the repurchase such as interbank reverse back purchase, deposit money, clearance excess reserve, friendship
The easily cash such as guarantee fund and bank's fixed deposit, stock, futures, warrant etc..
Target index factor system includes scope element name and span.For example: investment oversight strategy is investment secured
The credit grade of enterprise (company) class bond should have a level of domestic credit rating organization evaluation or be equivalent to more than a level
Long-term credit rank, scope element name selects the grading of bond domestic long-term credit, and the initial value of span selects a, cut-off
Value selects no.
Following table is target index factor system list information:
Percent information index factor system includes molecular constituents, denominator key element and proportion threshold value.For example, investment oversight strategy is
" single fund market value is less than combination investment net value 10% ", molecular constituents select " market value ", and denominator key element selects " combination investment
Net value ", proportion threshold value selects higher limit " 10% ".
Identifying object index factor system includes open-ended fund to be applied to purchase and instructs with private placement stock etc., and just buy back,
Reverse back such as purchases, buys and buys at the contract note.For investment operation, one that needs monitoring is instruction of remitting money, and one is contract note,
So index verification object is divided into: instruction and contract note.For instruction, can specifically be tied to certain and invest instruction class
Type, such as open-ended fund are applied to purchase, private placement stock etc.；For contract note, it is possible to specify for just buying back, reverse back purchase,
Buy certificate and sell certificate.
Ratio index and range specifications are modal index classifications.For example, " single fund market value is less than combination investment
Net value 10% " and " short term bond must not exceed the 10% of combination investment total value " belong to ratio index；" must not investment assets prop up
Hold class security " and " credit grade of investment secured enterprise (company) class bond should have a of domestic credit rating organization evaluation
Level or the long-term credit rank being equivalent to more than a level " is range specifications.For ease of processing to dissimilar index,
Client 11 can first show " ratio index " and " range specifications " option.
Described client 11 specifically for:
When the ratio index described index factor system content displaying is detected is selected, obtain ratio index event；
Show the corresponding ratio index factor system content of described ratio index event, described ratio index factor system content includes:
Supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index factor system
With percent information index factor system；
Obtain the ratio index update event that user is completed for described ratio index factor system content；
With described ratio index update event as voucher, generate investment oversight strategy sending and carry out more to described server
Newly.
And described client specifically for:
When the range specifications described index factor system content displaying is detected are selected, obtain range specifications event；
Show the corresponding range specifications factor content of described range specifications event, described range specifications factor content includes:
Supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index factor system
With identifying object index factor system；
Obtain the range specifications update event that user is completed for described range specifications factor content；
With described range specifications update event as voucher, generate investment oversight strategy sending and carry out more to described server
Newly.
When new assets collection index factor system, user can trigger the assets collection index factor system that client shows and make by oneself
Adopted button, increases new assets collection index factor system.
Described client 11 have for:
When new assets collection index factor system is detected, obtain new assets collection event, to assets collection index factor system data base
Enter to expand.
Present embodiments provide a kind of update method of investment oversight strategy, refering to Fig. 2, show the flow process of the method
Figure, methods described includes:
Step s11: described client, in the renewal business procedure providing investment oversight strategy, shows in index factor system
Hold, described index factor system content includes different types of index factor system, and each type of index factor system have multiple；
Step s12: described client obtains the assigned operation event that user is completed for described index factor system content；
Step s13: described client specifies event as voucher with described assigned operation, generates investment oversight strategy and sends
It is updated to described server.
Shown in Figure 3, the update method of the investment oversight strategy that the present embodiment provides specifically includes:
Step s21: described client, when the ratio index described index factor system content displaying is detected is selected, obtains
Ratio index event；
Step s22: described client shows the corresponding ratio index factor system content of described ratio index event, described ratio
Index factor system content includes: supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index
Key element, target index factor system and percent information index factor system；
Step s23: described client obtains the ratio index that user completed for described ratio index factor system content more
New events；
Step s24: described client, with described ratio index update event as voucher, generates investment oversight strategy and sends
It is updated to described server.
Shown in Figure 4, the update method of the investment oversight strategy that the present embodiment provides specifically includes::
Step s31: described client, when the range specifications described index factor system content displaying is detected are selected, obtains
Range specifications event；
Step s32: described client shows the corresponding range specifications factor content of described range specifications event, described scope
Index factor system content includes: supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index
Key element, target index factor system and identifying object index factor system；
Step s33: described client obtains the range specifications that user completed for described range specifications factor content more
New events；
Step s34: described client, with described range specifications update event as voucher, generates investment oversight strategy and sends
It is updated to described server.
The update method of the investment oversight strategy that the present embodiment provides, also includes:
Described client, when new assets collection index factor system is detected, obtains new assets collection event, assets collection is referred to
Mark factor database enters to expand.
For aforesaid each method embodiment, in order to be briefly described, therefore it is all expressed as a series of combination of actions, but
It is that those skilled in the art should know, the present invention is not limited by described sequence of movement, because according to the present invention, certain
A little steps can be carried out using other orders or simultaneously.
In this specification, each embodiment is described by the way of going forward one by one, and what each embodiment stressed is and other
The difference of embodiment, between each embodiment identical similar portion mutually referring to.
If described function realized using in the form of SFU software functional unit and as independent production marketing or use when, permissible
It is stored in a computer read/write memory medium.Based on such understanding, technical scheme is substantially in other words
Partly being embodied in the form of software product of part that prior art is contributed or this technical scheme, this meter
Calculation machine software product is stored in a storage medium, including some instructions with so that a computer equipment (can be individual
People's computer, server, or network equipment etc.) execution each embodiment methods described of the present embodiment all or part step
Suddenly.And aforesaid storage medium includes: u disk, portable hard drive, read only memory (rom, read-only memory), deposit at random
Access to memory (ram, random access memory), magnetic disc or CD etc. are various can be with the medium of store program codes.
Described above to the disclosed embodiments, makes professional and technical personnel in the field be capable of or uses the present invention.
Multiple modifications to these embodiments will be apparent from for those skilled in the art, as defined herein
General Principle can be realized without departing from the spirit or scope of the present invention in other embodiments.Therefore, the present invention
It is not intended to be limited to the embodiments shown herein, and be to fit to and principles disclosed herein and features of novelty phase one
The scope the widest causing.
Claims (10)
1. a kind of more new system of investment oversight strategy is it is characterised in that described system includes: client and server；
Described client, for showing index factor system content, described index factor system content includes different types of index factor system, and
Each type of index factor system has multiple；
Described client, is additionally operable to obtain the assigned operation event that user is completed for described index factor system content；
Described client, is additionally operable to specify event as voucher with described assigned operation, generates investment oversight strategy and send to institute
State server to be updated.
2. system according to claim 1 is it is characterised in that described client, specifically for:
When the ratio index described index factor system content displaying is detected is selected, obtain ratio index event；
Show the corresponding ratio index factor system content of described ratio index event, described ratio index factor system content includes: supervision
Timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index factor system and ratio
Example information index key element；
Obtain the ratio index update event that user is completed for described ratio index factor system content；
With described ratio index update event as voucher, generate investment oversight strategy sending and be updated to described server.
3. system according to claim 1 is it is characterised in that described client, specifically for:
When the range specifications described index factor system content displaying is detected are selected, obtain range specifications event；
Show the corresponding range specifications factor content of described range specifications event, described range specifications factor content includes: supervision
Timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index factor system and test
Card object index factor system；
Obtain the range specifications update event that user is completed for described range specifications factor content；
With described range specifications update event as voucher, generate investment oversight strategy sending and be updated to described server.
4. the system according to Claims 2 or 3 is it is characterised in that described client, have for:
When new assets collection index factor system is detected, obtain new assets collection event, assets collection index factor system data base is entered to expand
Fill.
5. system according to claim 2 is it is characterised in that described percent information index factor system includes molecular constituents, divides
Female key element and proportion threshold value.
6. a kind of update method of investment oversight strategy is it is characterised in that methods described includes:
Described client, in the renewal business procedure providing investment oversight strategy, shows index factor system content, and described index will
Plain content includes different types of index factor system, and each type of index factor system have multiple；
Described client obtains the assigned operation event that user is completed for described index factor system content；
Described client specifies event as voucher with described assigned operation, generates investment oversight strategy and sends to described server
It is updated.
7. method according to claim 6 is it is characterised in that methods described specifically includes:
Described client, when the ratio index described index factor system content displaying is detected is selected, obtains ratio index thing
Part；
Described client shows the corresponding ratio index factor system content of described ratio index event, described ratio index factor system content
Including: supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index
Key element and percent information index factor system；
Described client obtains the ratio index update event that user is completed for described ratio index factor system content；
Described client, with described ratio index update event as voucher, generates investment oversight strategy and sends to described server
It is updated.
8. method according to claim 6 is it is characterised in that methods described specifically includes:
Described client, when the range specifications described index factor system content displaying is detected are selected, obtains range specifications thing
Part；
Described client shows the corresponding range specifications factor content of described range specifications event, described range specifications factor content
Including: supervision timing indicator key element, priority indicator key element, investment scope index factor system, assets collection index factor system, target index
Key element and identifying object index factor system；
Described client obtains the range specifications update event that user is completed for described range specifications factor content；
Described client, with described range specifications update event as voucher, generates investment oversight strategy and sends to described server
It is updated.
9. the method according to claim 7 or 8 is it is characterised in that methods described also includes:
Described client, when new assets collection index factor system is detected, obtains new assets collection event, will to assets collection index
Plain data base enters to expand.
10. method according to claim 7 is it is characterised in that described percent information index factor system includes molecular constituents, divides
Female key element and proportion threshold value.
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| CN109214929A (en) * | 2018-11-07 | 2019-01-15 | 泰康保险集团股份有限公司 | Investment oversight method and device |
| CN109670896A (en) * | 2018-09-28 | 2019-04-23 | 深圳壹账通智能科技有限公司 | Investment product recommended method, device, equipment and storage medium |
| CN110648239A (en) * | 2019-09-30 | 2020-01-03 | 中国光大银行股份有限公司 | Method and device for generating monitoring index and data monitoring system |
| CN111859041A (en) * | 2020-07-24 | 2020-10-30 | 中国工商银行股份有限公司 | Data transmission method and device |
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