FR2789200A1 - Financial product selection system by individual has individual programmable device for selective filtering of financial products - Google Patents
Financial product selection system by individual has individual programmable device for selective filtering of financial products Download PDFInfo
- Publication number
- FR2789200A1 FR2789200A1 FR9901248A FR9901248A FR2789200A1 FR 2789200 A1 FR2789200 A1 FR 2789200A1 FR 9901248 A FR9901248 A FR 9901248A FR 9901248 A FR9901248 A FR 9901248A FR 2789200 A1 FR2789200 A1 FR 2789200A1
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- FR
- France
- Prior art keywords
- individual
- financial products
- financial
- selection
- selective filtering
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- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
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Classifications
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- 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
- G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
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- Business, Economics & Management (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Engineering & Computer Science (AREA)
- Development Economics (AREA)
- Economics (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Technology Law (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
Description
La présente invention concerne un système d'aide à la sélection deThe present invention relates to a system for assisting in the selection of
produits financiers par un individu. financial products by an individual.
Les organismes financiers utilisent des systèmes informatiques de Financial organizations use computer systems
plus en plus performants pour stocker différentes informations relatives aux diffé- increasingly efficient for storing different information relating to different
rents produits financiers qu'ils proposent au public. Cependant, la variété et le nombre de produits sont tels qu'il devient many financial products they offer to the public. However, the variety and number of products are such that it becomes
de plus en plus difficile de retrouver parmi l'ensemble des produits financiers ce- increasingly difficult to find among all financial products ce-
lui ou ceux adaptés à chaque individu. him or those adapted to each individual.
Le but de l'invention est donc de résoudre ces problèmes. The object of the invention is therefore to solve these problems.
A cet effet, I'invention a pour objet un système d'aide à la sélection de produits financiers par un individu, comportant: - une base de données générique dans laquelle sont stockées des To this end, the invention relates to a system for helping the selection of financial products by an individual, comprising: - a generic database in which are stored
informations relatives à des produits financiers et comportant des critères de sé- information relating to financial products and including selection criteria
lection de ceux-ci, et - des moyens, programmables par l'individu, de filtrage sélectif des produits financiers, par validation/inhibition des critères de sélection de ceux-ci dans la base de données générique, afin de délivrer à l'individu une sélection election of these, and - means, programmable by the individual, of selective filtering of financial products, by validation / inhibition of the selection criteria of these in the generic database, in order to deliver to the individual a selection
personnalisée des produits financiers de cette base. personalized financial products from this database.
L'invention sera mieux comprise à l'aide de la description qui va sui- The invention will be better understood with the aid of the description which follows.
vre, donnée uniquement à titre d'exemple et faite en se référant au dessin an- glass, given only by way of example and made with reference to the drawing an-
nexé, qui représente un schéma synoptique illustrant un exemple de réalisation attached, which represents a block diagram illustrating an exemplary embodiment
d'un système d'aide à la sélection selon l'invention. a selection aid system according to the invention.
On a en effet représenté sur cette figure, un système d'aide à la sé- We have shown in this figure, a system for assisting with se-
lection de produits financiers par un individu, qui comporte une base de données générique désignée par la référence générale 1, dans laquelle sont stockées des lection of financial products by an individual, which includes a generic database designated by the general reference 1, in which are stored
informations relatives à des produits financiers proposés au public. information relating to financial products offered to the public.
Cette base de données est accessible par exemple par un individu grâce à un terminal d'ordinateur désigné par la référence générale 2 et un réseau This database is accessible for example by an individual thanks to a computer terminal designated by the general reference 2 and a network
de communication.Communication.
Bien entendu, d'autres moyens d'accès peuvent être envisagés. Of course, other means of access can be envisaged.
Pour permettre de réaliser une sélection parmi les produits financiers To allow selection among financial products
dans la base de données 1, des moyens de filtrage sont interposés entre le ter- in the database 1, filtering means are interposed between the ter-
minal 2 et la base de données 1.minal 2 and database 1.
Ces moyens de filtrage sont désignés par la référence générale 3 et sont programmables par l'individu, pour réaliser un filtrage sélectif des produits financiers, par validation/inhibition de critères de sélection de ceux-ci dans la These filtering means are designated by the general reference 3 and are programmable by the individual, to carry out selective filtering of financial products, by validation / inhibition of selection criteria for these in the
base de données générique, afin de délivrer à l'individu, une sélection personna- generic database, in order to deliver to the individual, a personalized selection
lisée des produits financiers de cette base. list of financial products from this base.
Chaque produit financier est en effet associé à des critères de sélec- Each financial product is in fact associated with selection criteria
tion, qui peuvent par exemple concerner la catégorie de produits, les performan- tion, which may for example relate to the product category, performance
ces de ceux-ci, etc.these of these etc.
Ces critères peuvent être cumulables ou non. These criteria can be cumulative or not.
On conçoit alors que l'individu qui souhaite sélectionner certains pro- We can therefore see that the individual who wishes to select certain pro-
duits financiers dans la base de données 1, entre, grâce au terminal d'ordinateur 2, des informations de programmation des moyens de filtrage, pour réaliser un financial duits in the database 1, enters, thanks to the computer terminal 2, programming information of the filtering means, to carry out a
filtrage sélectif de ces produits.selective filtering of these products.
Ces moyens de filtrage comportent alors par exemple des moyens de stockage 4 de l'état de programmation des moyens de filtrage sélectif, associés à des moyens d'identification de l'individu, pour permettre l'activation automatique These filtering means then comprise for example means 4 for storing the programming state of the selective filtering means, associated with means for identifying the individual, to allow automatic activation.
des moyens de filtrage 3, lors de chaque accès de l'individu à la base de don- filtering means 3, each time the individual accesses the database
nées générique.generic born.
Ces moyens de filtrage programmables permettent alors de ne sélec- These programmable filtering means then make it possible not to select
tionner dans la base de données que certains des produits financiers. tion in the database as some of the financial products.
Claims (2)
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| FR9901248A FR2789200A1 (en) | 1999-02-03 | 1999-02-03 | Financial product selection system by individual has individual programmable device for selective filtering of financial products |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| FR9901248A FR2789200A1 (en) | 1999-02-03 | 1999-02-03 | Financial product selection system by individual has individual programmable device for selective filtering of financial products |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| FR2789200A1 true FR2789200A1 (en) | 2000-08-04 |
Family
ID=9541554
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| FR9901248A Pending FR2789200A1 (en) | 1999-02-03 | 1999-02-03 | Financial product selection system by individual has individual programmable device for selective filtering of financial products |
Country Status (1)
| Country | Link |
|---|---|
| FR (1) | FR2789200A1 (en) |
Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US4750135A (en) * | 1986-05-01 | 1988-06-07 | Reuters Limited | Method for dynamically creating a receiver definable local trading instrument displayable record from a remotely transmitted trading instrument common data stream |
| EP0762304A1 (en) * | 1995-09-14 | 1997-03-12 | Citibank Aktiengesellschaft | Computer system for data management and method for operating said system |
| US5715402A (en) * | 1995-11-09 | 1998-02-03 | Spot Metals Online | Method and system for matching sellers and buyers of spot metals |
| US5864828A (en) * | 1987-04-15 | 1999-01-26 | Proprietary Financial Products, Inc. | Personal financial management system for creation of a client portfolio of investment and credit facilities where funds are distributed based on a preferred allocation |
-
1999
- 1999-02-03 FR FR9901248A patent/FR2789200A1/en active Pending
Patent Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US4750135A (en) * | 1986-05-01 | 1988-06-07 | Reuters Limited | Method for dynamically creating a receiver definable local trading instrument displayable record from a remotely transmitted trading instrument common data stream |
| US5864828A (en) * | 1987-04-15 | 1999-01-26 | Proprietary Financial Products, Inc. | Personal financial management system for creation of a client portfolio of investment and credit facilities where funds are distributed based on a preferred allocation |
| EP0762304A1 (en) * | 1995-09-14 | 1997-03-12 | Citibank Aktiengesellschaft | Computer system for data management and method for operating said system |
| US5715402A (en) * | 1995-11-09 | 1998-02-03 | Spot Metals Online | Method and system for matching sellers and buyers of spot metals |
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| Date | Code | Title | Description |
|---|---|---|---|
| CD | Change of name or company name |