CN107577797A - A kind of fund element information classifying method and device - Google Patents
A kind of fund element information classifying method and device Download PDFInfo
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Abstract
The embodiment of the present application discloses a kind of fund element information classifying method and device, by the element information for obtaining fund, and extract the Feature Words of the element information, by the Feature Words of the element information, corresponding keyword is matched respectively with each investment tactics classification, obtain matching result, if the matching result sorts out the element information to the investment tactics classification of matching for the match is successful.The problem of avoiding efficiency caused by fund manager or investment consultant are sorted out by artificial mode to the element information of fund and low accuracy rate, fast and accurately realizes the classification to the element information of fund.
Description
Technical field
The application is related to computer realm, more particularly to a kind of fund element information classifying method and device.
Background technology
Fund (Fund) is the abbreviation of security investment fund.According to the difference of investee, fund can be divided into stock base
Gold, Bond Fund, Money Market Fund, futures fund etc..
Element information refers to necessary word description of the fund management robot mechanism to itself floatation of funds, includes but is not limited to
Fund name, investment orientation, investment tactics etc..Wherein, investment tactics refers to the fund manager or investment consultant of fund, is transporting
The rule system and action plan scheme used when being invested with fund asset., can root although investment tactics is complicated
It is classified as some classifications according to its essence.Such as investment tactics taxonomic hierarchies (the abbreviation HFR bodies of hedge fund are disclosed in the world
System), the system includes 9 kinds of main investment tactics classifications, such as stock liquidate strategy, event-driven strategy, Macro-tactics, answer
Close strategy etc..By the way that fund element information is referred in these classifications, it can facilitate and these funds are entered in units of classification
Row processing or research.
In the prior art, fund manager or investment consultant are returned by artificial mode to the element information of fund
Class, not only efficiency is low, and dependent on the classification experience of fund manager or investment consultant, it is relatively low to sort out accuracy rate.So
How fast and accurately to carry out classification to the element information of fund is to need to solve the problems, such as at present.
The content of the invention
In order to solve the problems of the prior art, the embodiment of the present application provides a kind of method that fund element information is sorted out
And device, fast and accurately to sort out to the element information of fund.
On the one hand, the embodiment of the present application provides a kind of method that fund element information is sorted out, including：
The element information of fund is obtained, and extracts the Feature Words of the element information, the element information of the fund is use
In the word description that the fund is carried out to investment tactics classification；
By the Feature Words of the element information, corresponding keyword is matched respectively with each investment tactics classification, is obtained
Matching result；
If the matching result sorts out the element information to the investment tactics classification of matching for the match is successful.
Alternatively, the element information includes the title of the fund；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification,
Obtaining matching result includes：According to the first preset rules, by the Feature Words in the title of the fund and each investment tactics class
Corresponding keyword is not matched respectively, obtains the first matching result.
Alternatively, each investment tactics classification includes the first default investment tactics classification；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification,
Obtaining matching result includes：According to the second preset rules, by the Feature Words of the element information and the first default investment tactics class
Corresponding keyword is not matched respectively, obtains the second matching result；
If the matching result sorts out the element information to the investment tactics classification of matching for the match is successful
Including：If second matching result is that the match is successful and only successful with one of them first default investment tactics categorical match,
First that then element information is sorted out to the matching presets investment tactics classification.
Alternatively, the described first default investment tactics classification includes following at least one：Stock policy category, event-driven
Policy category, managed futures policy category, spread strategy classification, bond policy category, pool policy category and other plans
Slightly classification.
Alternatively, each investment tactics classification includes the second default investment tactics classification；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification,
Obtaining matching result also includes：If second matching result is the match is successful and presets investment plans with least two described first
Slightly the match is successful for classification, then according to the 3rd preset rules, by the element information and the described second default investment tactics classification
Corresponding keyword is matched respectively, obtains the 3rd matching result.
If the matching result sorts out the element information to the investment tactics classification of matching for the match is successful
Also include：If for the match is successful, the element information is sorted out to the second default throwing of the matching for the 3rd matching result
Provide policy category.
Alternatively, the described second default investment tactics classification includes：Bond policy category.
Alternatively, the 3rd preset rules include：If preset number Feature Words are bond in the element information,
Then the 3rd matching result is that the match is successful with the bond policy category for the element information.
Alternatively, each investment tactics classification includes the 3rd default investment tactics classification；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification,
Obtaining matching result includes：If the 3rd matching result is unsuccessful to match, according to the 4th preset rules, the key element is believed
Corresponding keyword is matched the Feature Words of breath respectively with the 3rd default investment tactics classification, obtains the 4th matching result；
If the matching result sorts out the element information to the investment tactics classification of matching for the match is successful
Including：If for the match is successful, the element information is sorted out to the 3rd default investment of the matching for the 4th matching result
Policy category.
Alternatively, the described 3rd default investment tactics classification includes：Macro-tactics classification；The Macro-tactics classification is corresponding
Keyword include investment institution mark.
Alternatively, each investment tactics classification includes the 4th default investment tactics classification；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification,
Obtaining matching result includes：If the 4th matching result is unsuccessful to match, according to the 5th preset rules, the key element is believed
Corresponding keyword is matched the Feature Words of breath respectively with the 4th default investment tactics classification, obtains the 5th matching result；
If the matching result sorts out the element information to the investment tactics classification of matching for the match is successful
Including：If for the match is successful, the 4th that described information element information is sorted out to the matching presets the 5th matching result
Investment tactics classification.
Alternatively, the described 4th default investment tactics classification includes：Composite strategy classification.
On the other hand, the embodiment of the present application additionally provides the device that a kind of fund element information is sorted out, including：Element information
Acquiring unit, matching unit and element information sort out unit.
The element information acquiring unit, is used for：The element information of fund is obtained, and extracts the feature of the element information
Word, the element information of the fund are the word description for the fund to be carried out to investment tactics classification；
The matching unit, is used for：The Feature Words of the element information are corresponding respectively with each investment tactics classification
Keyword is matched, and obtains matching result；
The element information sorts out unit, is used for：If the matching result returns the element information for the match is successful
The investment tactics classification that class extremely matches.
Alternatively, the matching unit includes：First coupling subelement, is used for：According to the first preset rules, by the base
Corresponding keyword is matched Feature Words in the title of gold respectively with each investment tactics classification, obtains the first matching knot
Fruit.
Alternatively, the element information is sorted out unit and included：First element information categorization subelement, is used for：If described
One matching result then sorts out the element information to the investment tactics classification of matching for the match is successful.
Alternatively, the matching unit also includes：Second coupling subelement, is used for：According to the second preset rules, by described in
Corresponding keyword is matched the Feature Words of element information respectively with the first default investment tactics classification, obtains the second matching knot
Fruit；Described first default investment tactics classification includes following at least one：Stock policy category, event-driven policy category, pipe
Manage futures policy category, spread strategy classification, bond policy category, pool policy category and other policy categories.
Alternatively, the element information is sorted out unit and also included：Second element information sorts out subelement, is used for：It is if described
Second matching result is the match is successful and successful only with one of them first default investment tactics categorical match, then by the key element
Information categorization presets investment tactics classification to the first of the matching.
Alternatively, the matching unit also includes：3rd coupling subelement, is used for：If second matching result is
With success and with least two described first default investment tactics classifications, the match is successful, then according to the 3rd preset rules, by institute
State element information to be matched with the described second default investment tactics classification, obtain the 3rd matching result；Described second default throwing
Money policy category includes：Bond policy category.
Alternatively, the element information is sorted out unit and also included：Three elements information categorization subelement, is used for：It is if described
3rd matching result then sorts out the element information to the second default investment tactics classification for the match is successful.
Alternatively, the matching unit also includes：4th coupling subelement, is used for：If the 3rd matching result is
It is according to the 4th preset rules, the Feature Words of the element information and the 3rd default investment tactics classification are right respectively with unsuccessful
The keyword answered is matched, and obtains the 4th matching result；Described 3rd default investment tactics classification includes：Macro-tactics class
Not；Keyword corresponding to the Macro-tactics classification identifies including investment institution.
Alternatively, the element information is sorted out unit and also included：4th element information sorts out subelement, is used for：It is if described
4th matching result then sorts out the element information to the 3rd default investment tactics classification of the matching for the match is successful.
Alternatively, the matching unit also includes：5th coupling subelement, is used for：If the 4th matching result is
It is according to the 5th preset rules, the Feature Words of the element information and the 4th default investment tactics classification are right respectively with unsuccessful
The keyword answered is matched, and obtains the 5th matching result；Described 4th default investment tactics classification includes：Composite strategy class
Not.
Alternatively, the element information is sorted out unit and also included：Five elementses information categorization subelement, is used for：It is if described
5th matching result then sorts out the element information to the 4th default investment tactics classification of the matching for the match is successful.
In the classifying method of the embodiment of the present application fund element information, by obtaining the element information of fund, and institute is extracted
The Feature Words of element information are stated, corresponding keyword enters respectively with each investment tactics classification by the Feature Words of the element information
Row matching, obtains matching result, if the matching result sorts out the element information to the investment of matching for the match is successful
Policy category.Avoiding fund manager or investment consultant and carrying out classification to the element information of fund by artificial mode causes
Efficiency and low accuracy rate the problem of, fast and accurately realize the classification to the element information of fund.
Brief description of the drawings
, below will be to embodiment or existing in order to illustrate more clearly of the embodiment of the present application or technical scheme of the prior art
There is the required accompanying drawing used in technology description to be briefly described, it should be apparent that, drawings in the following description are only this
Some embodiments described in application, for those of ordinary skill in the art, on the premise of not paying creative work,
Other accompanying drawings can also be obtained according to these accompanying drawings.
Fig. 1 is a kind of flow chart for fund element information classifying method that the embodiment of the present application provides；
Fig. 2 is the flow chart for another fund element information classifying method that the embodiment of the present application provides；
Fig. 3 is a kind of structured flowchart for fund element information categorization arrangement that the embodiment of the present application provides；
Fig. 4 is a kind of structured flowchart for fund element information categorization arrangement that the embodiment of the present application provides.
Embodiment
In order that those skilled in the art more fully understand application scheme, below in conjunction with the embodiment of the present application
Accompanying drawing, the technical scheme in the embodiment of the present application is clearly and completely described, it is clear that described embodiment is only this
Apply for part of the embodiment, rather than whole embodiments.Based on the embodiment in the application, those of ordinary skill in the art exist
The every other embodiment obtained under the premise of creative work is not made, belongs to the scope of the application protection.
Referring to Fig. 1, the figure is a kind of flow chart for fund element information classifying method that the embodiment of the present application provides.
The fund element information classifying method that the present embodiment provides comprises the following steps：
S101：The element information of fund is obtained, and extracts the Feature Words of the element information, the element information of the fund
For the word description for the fund to be carried out to investment tactics classification.
The fund is the abbreviation of security investment fund, and in the embodiment of the present application, the fund can be privately-offered fund,
Can also be other Fund Types.The element information of the fund is necessity text of the fund management robot mechanism to itself floatation of funds
Word description, fund name, investment orientation, investment tactics and investment institution etc. can be included.
In the embodiment of the present application, the element information can be embodied in the form of key element specification, the key element explanation
The form of book can be word or text etc., and the present embodiment is not specifically limited.The extraction element information
Feature Words, can be extracted from key element specification, for example, the sentence in key element specification can be segmented, lead to
Cross and judge part of speech to extract the Feature Words of noun or noun phrase as the element information.
The investment tactics refers to the fund manager or investment consultant of fund, makes when being invested with fund asset
Rule system and action plan scheme.In practice, investment result difference is huge caused by different investment tacticses, to investment
As a result evaluation method is also not quite similar, because investment tactics is complex, if therefore can be classified as Ganlei according to its essence
Not, these funds are handled or studied in units of classification so as to convenient.Meanwhile investment tactics classification is carried out to fund,
It is to carry out capital investment decision-making, performance appraisal, so the important evidence of many fund industry related services.
All possible capital investment policy class result and its category theory foundation are collectively referred to as investment tactics taxonomic hierarchies, example
Investment tactics taxonomic hierarchies (abbreviation HFR systems) as disclosed hedge fund in the world, the system include 9 kinds of main investments
Policy category, such as stock policy category, event-driven policy category, managed futures policy category, bond policy category, combination
Fund policy category, composite strategy classification, Macro-tactics classification, spread strategy classification and other policy categories etc..
S102：By the Feature Words of the element information and the corresponding keyword progress respectively of each investment tactics classification
Match somebody with somebody, obtain matching result.
Corresponding keyword can be set in advance to each investment tactics classification respectively, and the keyword can wrap
Include the first keyword and the second keyword.First keyword is the key set in advance that can reflect investment tactics classification
Word, this class keywords is usually proper noun, and is often appeared in element information.Second keyword can be and institute
The associated word of the first keyword is stated, such as can be near synonym corresponding to the first keyword, this class keywords is general infrequently
Appear in element information, mainly consider writing people's word of element information situation lack of standardization, inaccurate.
For example, the first keyword of stock policy category can be " secondary market ", " rights and interests class product " etc., managed futures
First keyword of policy category can be " stock price index futures ", " financial future " etc., and the first keyword of other policy categories can
To be " holding company ", " Co., Ltd " etc., and such as near synonym of " benefit class product " as " rights and interests class product ", can conduct
Second keyword of stock policy category, the near synonym of " economic futures " as " rights and interests class product ", managed futures plan can be used as
Slightly the second keyword of classification.
, can be first crucial with the first of each investment tactics classification by the Feature Words of the element information when matching
Word is matched, and is matched when unsuccessful with the first Keywords matching, then with the second keyword.
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification,
It can be the Feature Words keyword corresponding with each investment tactics classification difference of element information described in comparison.The matching result
Can be one of them or several Feature Words of fund element information and one of investment tactics of each investment tactics classification
Some or some keywords are identical corresponding to classification, then the fund element information and investment tactics categorical match success, no
Then match unsuccessful.
S103：If the matching result sorts out the element information to the investment tactics class of matching for the match is successful
Not.
Step S103 embodiment can will not be repeated here referring for example to the classification process in embodiment two.
In the classifying method for the fund element information that the embodiment of the present application provides, by obtaining the element information of fund, and
The Feature Words of the element information are extracted, by the Feature Words of element information pass corresponding with each investment tactics classification difference
Keyword is matched, if the match is successful, the element information is sorted out to the investment tactics classification of matching.Avoid fund pipe
Efficiency and accuracy rate caused by reason people or investment consultant are sorted out by artificial mode to the element information of fund are lowly
Problem, fast and accurately realize the classification to the element information of fund.
Referring to Fig. 2, the figure is the flow chart for another fund element information classifying method that the embodiment of the present application provides.
The fund element information classifying method that the present embodiment provides comprises the following steps：
S201：The element information of fund is obtained, and extracts the Feature Words of the element information, the element information of the fund
For the word description for the fund to be carried out to investment tactics classification.
Step S201 implementation process is identical with step S101, will not be repeated here.
S202：According to the first preset rules, by the Feature Words in the title of the fund and each investment tactics classification point
Not corresponding first keyword is matched, and obtains the first matching result, if first matching result is held for the match is successful
Row step S203, if first matching result is unsuccessful to match, perform step S204.
In the present embodiment, the element information includes the title of the fund.
First preset rules can be right respectively for the Feature Words in fund name and each investment tactics classification
Preset matching that the keyword answered is matched rule, and herein under rule, the Feature Words in fund name be at best able to
Keywords matching success corresponding to an investment tactics classification in each investment tactics classification.
Such as the preset matching rule of spread strategy classification is to contain " arbitrage " in Feature Words, and do not contain " FOF ",
" TOT ", " TOF " and " MOM " Feature Words, if the Feature Words in the title of the first fund meet the pre- of spread strategy classification
If matched rule, then the matching result matched with spread strategy classification is the match is successful.If the name of above-mentioned first fund
Containing the Feature Words such as " FOF ", " TOT ", " TOF " or " MOM " in title, i.e., with the first keyword in pool policy category
" FOF ", " TOT ", " TOF " and " MOM " is matched, and the matching result with pool policy category is the match is successful.
In the application other embodiment, step S202 can also be performed before step S212, after other steps, step
The rapid S202 execution time does not influence the realization of the embodiment of the present application.
S203：The element information is sorted out to the investment tactics classification of matching, performs step S214.
S204：According to the second preset rules, by the Feature Words of the element information and the first default investment tactics classification point
Not corresponding first keyword is matched, and obtains the second matching result.If second matching result is for the match is successful
Unique match, then step S205 is performed, if second matching result is the match is successful and with for not unique match, performing step
Rapid S206, if matching result is unsuccessful to match, perform step S212.
Second preset rules refer to that the Feature Words of the element information and the first default investment tactics classification are divided
Whether not corresponding first keyword is identical.The unique match refers to, and the Feature Words of the element information are only preset with first to be thrown
Provide Keywords matching success corresponding to an investment tactics classification in policy category；The not unique match refers to, the key element letter
The match is successful for the Feature Words of breath keyword corresponding with least two investment tactics classifications in the first default investment tactics classification.
The element information can also include investment orientation, investment tactics etc..Described first default investment tactics classification bag
Include at least one of following investment tactics classification：Stock policy category, event-driven policy category, managed futures policy category,
Spread strategy classification, bond policy category, pool policy category and other policy categories etc..
For example, if one of Feature Words of the element information of the second fund are " financial future ", thus with stock strategy
The first keyword " secondary market " matching in classification, if Feature Words and the first default throwing in the element information of this second fund
First keyword of other the first default investment tactics classifications in money policy category in addition to stock policy category mismatches,
Then the second matching result of the Feature Words of the element information of the second fund and each investment tactics categorical match for the match is successful and
Unique match.If the two of which Feature Words of the element information of the second fund are " financial future " and " secondary market ", with stock
The first keyword " secondary market " matching in ticket policy category, and it is " golden with the first keyword in managed futures policy category
Melt futures " the second matching result of matching, the then Feature Words of the element information of the second fund and each investment tactics categorical match
For not unique match.
It is contained in based on event-driven policy category in stock policy category, second preset rules can also include：
If the Feature Words of the key element match into the first keyword in stock policy category and event-driven policy category simultaneously
Work(, then it is assumed that the match is successful with event-driven policy category for the Feature Words of the key element.
S205：First that the element information is sorted out to the matching presets investment tactics classification, performs step S214.
S206：It is according to the 3rd preset rules, the element information and the described second default investment tactics classification is right respectively
The first keyword answered is matched, and obtains the 3rd matching result.If the 3rd matching result performs step for the match is successful
Rapid S207, if the 3rd matching result is unsuccessful to match, perform step S208.
Described second default investment tactics classification can be bond policy category etc..Second preset rules can be sentenced
Preset number Feature Words preset investment tactics classification corresponding keyword respectively with described second in the disconnected element information
It is whether identical.
The order of multiple Feature Words in the element information can be said as the key element belonging to the Feature Words appear in it
Appearance order in bright book determines or the frequency that is occurred by the Feature Words in affiliated key element specification determines,
In the application embodiment, preset number Feature Words can be first Feature Words.If first Feature Words is
" bond ", then show in key element specification, " bond " occurs at first or frequency of occurrences highest, therefore according to the second default rule
Then, the result that the element information matches with bond policy category is the match is successful, and in the application other embodiment, the default
Number can also be other numbers.
Such as preset the smooth key elements as the Feature Words belonging to it of the Feature Words in the element information and say
Appearance order in bright book determines that it is first Feature Words to concurrently set preset number Feature Words, the key element of the 3rd fund
First Feature Words in information are " bond ", identical with the first keyword " bond " in the bond policy category, therefore
The result matched with bond policy category is the match is successful.
S207：The element information is sorted out to the second default investment tactics classification, performs step S214.
S208：According to the 4th preset rules, by the Feature Words of the element information and the 3rd default investment tactics classification point
Not corresponding first keyword is matched, and obtains the 4th matching result.If the 4th matching result enters for the match is successful
Row step S209, if unsuccessful, perform step S210.
Described 3rd default investment tactics classification includes：Macro-tactics classification etc., the element information can include investment
Mechanism, the 4th preset rules can be, by the investment institution in the element information and the 3rd default investment tactics classification
Keyword compare.
Using the fund of the Macro-tactics classification generally with least two moneys in stock, bond, bulk product, futures
Produce to invest target.
First keyword corresponding to the Macro-tactics classification can be investment institution's mark.Such as the title of investment institution
Or code name, identified if including investment institution corresponding to Macro-tactics classification in Feature Words in the element information, it is described
The Feature Words of element information are with the matching result of Macro-tactics classification for the match is successful.
S209：The element information is sorted out to the 3rd default investment tactics classification, performs step S214.
S210：According to the 5th preset rules, by the Feature Words of the element information and the 4th default investment tactics classification point
Not corresponding first keyword is matched, and obtains the 5th matching result.If the 5th matching result enters for the match is successful
Row step S211, if unsuccessful, perform step S214.
Described 4th default investment tactics classification can include compound investment tactics classification etc..Using the composite strategy class
Other fund is generally used in mixed way at least two one-level strategies of stock, event-driven, bond, managed futures, spread strategy, or
Person is used in mixed way the two level strategy in above-mentioned at least two one-levels strategy.First keyword of the compound investment tactics classification can
To be stock, event-driven, bond, managed futures, spread strategy etc. or composite strategy or more strategies etc..
5th preset rules can be Feature Words in the element information with composite strategy or more strategy matchings into
Work(or with multiple matchings in first keyword such as stock, event-driven, bond, managed futures, spread strategy into
Work(, then the 5th matching result is the match is successful.
S211：The element information is sorted out to the 4th default investment tactics classification, performs step S214.
S212：By the second keyword corresponding with each investment tactics classification difference of the Feature Words in the title of the fund
Matched, obtain the 6th matching result.If the 5th matching result for the match is successful, performs step S213, if not into
Work(, then perform step S214.
Corresponding second keyword can be preset to each investment tactics classification respectively, can be closed with first
The associated word of keyword, such as can be near synonym corresponding to the first keyword.5th matching result can be fund name
The Feature Words of title are identical with the second keyword corresponding to one of investment tactics classification of each investment tactics classification, then match
Success, is otherwise matched unsuccessful.
S213：The element information is sorted out to the investment tactics classification of matching.
S214：Terminate flow.
Above-mentioned steps are the corresponding elaboration carried out in the embodiment of the present application for the ease of understanding, should not be taken as the application
The step of fund element information classifying method, limits, can be with different in the application other embodiment.
In the classifying method of the embodiment of the present application fund element information, by obtaining the element information of fund, and institute is extracted
The Feature Words of element information are stated, corresponding keyword enters respectively with each investment tactics classification by the Feature Words of the element information
If the match is successful for row matching, the element information is sorted out to the investment tactics classification of matching, according to each investment tactics class
The classifying method that other keyword and characteristic design are adapted to, enables fund element information to be accurately included into the investment plan of matching
Slightly classification.Avoid caused by fund manager or investment consultant sorted out by artificial mode to the element information of fund
The problem of efficiency and low accuracy rate, fast and accurately realize the classification to the element information of fund.
A kind of fund element information classifying method provided based on above example, the embodiment of the present application additionally provide one kind
Fund element information categorization arrangement, describe its operation principle in detail below in conjunction with the accompanying drawings.
Referring to Fig. 3, the figure is a kind of structured flowchart for fund element information categorization arrangement that the embodiment of the present application provides.
The fund element information categorization arrangement that the present embodiment provides includes element information acquiring unit 1010, matching unit
1020 and element information sort out unit 1030, wherein：
Element information acquiring unit 1011, for obtaining the element information of fund, and extract the feature of the element information
Word, the element information of the fund are the word description for the fund to be carried out to investment tactics classification.
Matching unit 1020, for the Feature Words of the element information to be distinguished into corresponding close with each investment tactics classification
Keyword is matched, and obtains matching result.
Element information sorts out unit 1030, if sorting out the element information for the match is successful for the matching result
To the investment tactics classification of matching.
In the categorization arrangement for the fund element information that the embodiment of the present application provides, by by the Feature Words of the element information
Corresponding keyword is matched respectively with each investment tactics classification, if the match is successful, by the element information sort out to
The investment tactics classification of matching.Fund manager or investment consultant is avoided to enter the element information of fund by artificial mode
The problem of efficiency caused by row is sorted out and low accuracy rate, fast and accurately realize the classification to the element information of fund.
Referring to Fig. 4, the figure is a kind of structured flowchart for fund element information categorization arrangement that the embodiment of the present application four provides.
In the fund element information categorization arrangement that the present embodiment provides, the matching unit 1020 can include：First
With subelement 1021, the second coupling subelement 1022, the 3rd coupling subelement 1023, the 4th coupling subelement 1024 and the 5th
With subelement 1025.The element information is sorted out unit 1030 and can included：First element information categorization subelement 1031, second
Element information sorts out subelement 1032, three elements information categorization subelement 1033, the 4th element information and sorts out subelement 1034
With five elementses information categorization subelement 1035.Wherein：
First coupling subelement 1021, for according to the first preset rules, by the Feature Words in the title of the fund with
Corresponding keyword is matched each investment tactics classification respectively, obtains the first matching result.
First element information categorization subelement 1031, if for first matching result for the match is successful, by described in
Element information is sorted out to the investment tactics classification of matching.
Second coupling subelement 1022, for according to the second preset rules, by the Feature Words of the element information and first
Corresponding keyword is matched default investment tactics classification respectively, obtains the second matching result；Described first default investment plan
Slightly classification includes following at least one：Stock policy category, event-driven policy category, managed futures policy category, arbitrage plan
Slightly classification, bond policy category, pool policy category and other policy categories etc..
Second element information sort out subelement 1032, if for second matching result for the match is successful and only with wherein
One first default investment tactics categorical match success, then first sorted out the element information to the matching preset investment plan
Slightly classification.
3rd coupling subelement 1023, if for second matching result for the match is successful and with least two described the
The match is successful for one default investment tactics classification, then according to the 3rd preset rules, the element information and described second are preset
Investment tactics classification is matched, and obtains the 3rd matching result；Described second default investment tactics classification includes：Bond policy class
Not etc..
Three elements information categorization subelement 1033, if the 3rd matching result is that the match is successful, by the key element
Information categorization is to the second default investment tactics classification.
4th coupling subelement 1024, if unsuccessful to match for the 3rd matching result, according to the 4th default rule
Then, by the Feature Words of the element information, corresponding keyword is matched respectively with the 3rd default investment tactics classification, is obtained
4th matching result；Described 3rd default investment tactics classification includes：Macro-tactics classification etc..
4th element information sorts out subelement 1034, if for the 4th matching result for the match is successful, by described in
Element information, which is sorted out to the 3rd of the matching the, presets investment tactics classification.
5th coupling subelement 1025, is used for：If the 4th matching result is unsuccessful to match, according to the 5th default rule
Then, by the Feature Words of the element information, corresponding keyword is matched respectively with the 4th default investment tactics classification, is obtained
5th matching result；Described 4th default investment tactics classification includes：Composite strategy classification etc..
Five elementses information categorization subelement 1035, is used for：If the 5th matching result is the match is successful, by described in
Element information, which is sorted out to the 4th of the matching the, presets investment tactics classification.
In the categorization arrangement for the fund element information that the embodiment of the present application provides, by obtaining the element information of fund, and
The Feature Words of the element information are extracted, by the Feature Words of element information pass corresponding with each investment tactics classification difference
Keyword is matched, if the match is successful, the element information is sorted out to the investment tactics classification of matching.Avoid fund pipe
Efficiency and accuracy rate caused by reason people or investment consultant are sorted out by artificial mode to the element information of fund are lowly
Problem, fast and accurately realize the classification to the element information of fund.
When introducing the element of various embodiments of the application, article "a", "an", "this" and " described " are intended to
Indicate one or more elements.Word " comprising ", "comprising" and " having " are all inclusive and meaned except listing
Outside element, there can also be other elements.
It should be noted that one of ordinary skill in the art will appreciate that realize the whole in above method embodiment or portion
Split flow, it is that by computer program the hardware of correlation can be instructed to complete, described program can be stored in a computer
In read/write memory medium, the program is upon execution, it may include such as the flow of above-mentioned each method embodiment.Wherein, the storage
Medium can be magnetic disc, CD, read-only memory (Read-Only Memory, ROM) or random access memory (Random
Access Memory, RAM) etc..
Each embodiment in this specification is described by the way of progressive, identical similar portion between each embodiment
Divide mutually referring to what each embodiment stressed is the difference with other embodiment.It is real especially for device
For applying example, because it is substantially similar to embodiment of the method, so describing fairly simple, related part is referring to embodiment of the method
Part explanation.Device embodiment described above is only schematical, wherein described be used as separating component explanation
Unit and module can be or may not be physically separate.Furthermore it is also possible to it is selected according to the actual needs
In some or all of unit and module realize the purpose of this embodiment scheme.Those of ordinary skill in the art are not paying
In the case of creative work, you can to understand and implement.
Described above is only the embodiment of the application, it is noted that for the ordinary skill people of the art
For member, on the premise of the application principle is not departed from, some improvements and modifications can also be made, these improvements and modifications also should
It is considered as the protection domain of the application.
Claims (22)
1. a kind of fund element information classifying method, it is characterised in that methods described includes：
The element information of fund is obtained, and extracts the Feature Words of the element information, the element information of the fund is for inciting somebody to action
The fund carries out the word description of investment tactics classification；
By the Feature Words of the element information, corresponding keyword is matched respectively with each investment tactics classification, is matched
As a result；
If the matching result sorts out the element information to the investment tactics classification of matching for the match is successful.
2. according to the method for claim 1, it is characterised in that the element information includes the title of the fund；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification, is obtained
Matching result includes：
According to the first preset rules, by the pass corresponding with each investment tactics classification difference of the Feature Words in the title of the fund
Keyword is matched, and obtains the first matching result.
3. according to the method for claim 1, it is characterised in that each investment tactics classification includes the first default investment
Policy category；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification, is obtained
Matching result includes：
According to the second preset rules, the Feature Words of the element information are preset into investment tactics classification corresponding pass respectively with first
Keyword is matched, and obtains the second matching result；
If the matching result sorts out the element information to the investment tactics classification bag of matching for the match is successful
Include：
If second matching result is that the match is successful and only successful with one of them first default investment tactics categorical match,
First that the element information is sorted out to the matching presets investment tactics classification.
4. according to the method for claim 3, it is characterised in that the described first default investment tactics classification is included as follows at least
It is a kind of：
Stock policy category, event-driven policy category, managed futures policy category, spread strategy classification, pool strategy
Classification, bond policy category and other policy categories.
5. the method according to claim 3 or 4, it is characterised in that it is default that each investment tactics classification includes second
Investment tactics classification；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification, is obtained
Matching result also includes：
If second matching result is the match is successful and is matched into at least two described first default investment tactics classifications
Work(, then it is according to the 3rd preset rules, the element information and the described second default investment tactics classification is corresponding crucial respectively
Word is matched, and obtains the 3rd matching result.
If the matching result for the match is successful, also wrap by the investment tactics classification that the element information is sorted out to matching
Include：
If for the match is successful, the element information is sorted out to the second default investment plan of the matching for the 3rd matching result
Slightly classification.
6. according to the method for claim 5, it is characterised in that the described second default investment tactics classification includes：Bond plan
Slightly classification.
7. according to the method for claim 6, it is characterised in that the 3rd preset rules include：
If preset number Feature Words are bond in the element information, the 3rd matching result is the element information
The match is successful with the bond policy category.
8. according to the method for claim 7, it is characterised in that each investment tactics classification includes the 3rd default investment
Policy category；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification, is obtained
Matching result includes：
If the 3rd matching result is unsuccessful to match, according to the 4th preset rules, by the Feature Words of the element information
Corresponding keyword is matched respectively with the 3rd default investment tactics classification, obtains the 4th matching result；
If the matching result sorts out the element information to the investment tactics classification bag of matching for the match is successful
Include：
If for the match is successful, the element information is sorted out to the 3rd default investment plan of the matching for the 4th matching result
Slightly classification.
9. according to the method for claim 8, it is characterised in that the described 3rd default investment tactics classification includes：Macroscopical plan
Slightly classification；
Keyword corresponding to the Macro-tactics classification identifies including investment institution.
10. according to the method for claim 9, it is characterised in that each investment tactics classification includes the 4th default throwing
Provide policy category；
Corresponding keyword is matched the Feature Words by the element information respectively with each investment tactics classification, is obtained
Matching result includes：
If the 4th matching result is unsuccessful to match, according to the 5th preset rules, by the Feature Words of the element information with
Corresponding keyword is matched 4th default investment tactics classification respectively, obtains the 5th matching result；
If the matching result sorts out the element information to the investment tactics classification bag of matching for the match is successful
Include：
If for the match is successful, described information element information is sorted out to the 4th default throwing of the matching for the 5th matching result
Provide policy category.
11. according to the method for claim 10, it is characterised in that the described 4th default investment tactics classification includes：It is compound
Policy category.
12. a kind of fund element information categorization arrangement, it is characterised in that described device includes element information acquiring unit, matching
Unit and element information sort out unit, wherein：
The element information acquiring unit, is used for：The element information of fund is obtained, and extracts the Feature Words of the element information,
The element information of the fund is the word description for the fund to be carried out to investment tactics classification；
The matching unit, is used for：The Feature Words of the element information are corresponding crucial respectively with each investment tactics classification
Word is matched, and obtains matching result；
The element information sorts out unit, is used for：If the matching result for the match is successful, by the element information sort out to
The investment tactics classification of matching.
13. device according to claim 12, it is characterised in that the matching unit includes：
First coupling subelement, is used for：According to the first preset rules, by the Feature Words in the title of the fund and each investment
Corresponding keyword is matched policy category respectively, obtains the first matching result.
14. device according to claim 13, it is characterised in that the element information is sorted out unit and included：
First element information categorization subelement, is used for：If first matching result is the match is successful, by the element information
Sort out to the investment tactics classification of matching.
15. device according to claim 13, it is characterised in that the matching unit also includes：
Second coupling subelement, is used for：According to the second preset rules, by the Feature Words of the element information and the first default investment
Corresponding keyword is matched policy category respectively, obtains the second matching result；Described first default investment tactics classification bag
Include following at least one：Stock policy category, event-driven policy category, managed futures policy category, spread strategy classification, debt
Certificate policy category, pool policy category and other policy categories.
16. device according to claim 15, it is characterised in that the element information is sorted out unit and also included：
Second element information sorts out subelement, is used for：If second matching result for the match is successful and only with one of them the
One default investment tactics categorical match success, then first sorted out the element information to the matching preset investment tactics class
Not.
17. device according to claim 15, it is characterised in that the matching unit also includes：
3rd coupling subelement, is used for：If second matching result is the match is successful and is preset with least two described first
The match is successful for investment tactics classification, then according to the 3rd preset rules, by the element information and the described second default investment plan
Slightly classification is matched, and obtains the 3rd matching result；Described second default investment tactics classification includes：Bond policy category.
18. device according to claim 17, it is characterised in that the element information is sorted out unit and also included：
Three elements information categorization subelement, is used for：If the 3rd matching result is the match is successful, by the element information
Sort out to the second default investment tactics classification.
19. device according to claim 17, it is characterised in that the matching unit also includes：
4th coupling subelement, is used for：If the 3rd matching result is unsuccessful to match, according to the 4th preset rules, by institute
State element information Feature Words and the 3rd default investment tactics classification corresponding keyword is matched respectively, obtain the 4th matching
As a result；Described 3rd default investment tactics classification includes：Macro-tactics classification；Keyword bag corresponding to the Macro-tactics classification
Include investment institution's mark.
20. device according to claim 19, it is characterised in that the element information is sorted out unit and also included：
4th element information sorts out subelement, is used for：If the 4th matching result is the match is successful, by the element information
Sort out to the 3rd of the matching the and preset investment tactics classification.
21. device according to claim 19, it is characterised in that the matching unit also includes：
5th coupling subelement, is used for：If the 4th matching result is unsuccessful to match, according to the 5th preset rules, by institute
State element information Feature Words and the 4th default investment tactics classification corresponding keyword is matched respectively, obtain the 5th matching
As a result；Described 4th default investment tactics classification includes：Composite strategy classification.
22. device according to claim 21, it is characterised in that the element information is sorted out unit and also included：
Five elementses information categorization subelement, is used for：If the 5th matching result is the match is successful, by the element information
Sort out to the 4th of the matching the and preset investment tactics classification.
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