首页> 外国专利> SYSTEM FOR PROVIDING CUSTOMIZED FINANCIAL CONSULTING SERVICE ON BASIS OF FINANCIAL CONSUMER'S ASSET INFORMATION COLLECTED THROUGH OPEN APIS

SYSTEM FOR PROVIDING CUSTOMIZED FINANCIAL CONSULTING SERVICE ON BASIS OF FINANCIAL CONSUMER'S ASSET INFORMATION COLLECTED THROUGH OPEN APIS

机译:基于通过开放式API收集的金融消费者资产信息提供定制的金融咨询服务的系统

摘要

The present invention relates to a system for providing a customized financial consulting service on the basis of a financial consumer's asset information collected through open APIs. More specifically, the present invention relates to a system for providing a customized financial consulting service on the basis of a financial consumer's asset information collected through open APIs, the system being capable of: minimizing the inconvenience of direct input by a financial consumer by retrieving asset and finances-related information of the financial consumer through the open APIs provided from financial institutions such as banks, securities companies, the Financial Supervisory Service and the National Tax Service; recommending customized financial products by analyzing the tendencies of the financial consumer through a survey by which financial tendencies and non-financial tendencies of the financial consumer can be analyzed; and providing a more specialized and customized financial consulting service by searching for a financial planner matched according to an exposed item of the financial consumer for each finances-related field and matching the financial planner with the financial consumer.
机译:本发明涉及一种用于基于通过开放API收集的金融消费者的资产信息来提供定制的金融咨询服务的系统。更具体地,本发明涉及一种用于基于通过开放API收集的金融消费者的资产信息来提供定制的金融咨询服务的系统,该系统能够:通过获取资产来最小化金融消费者的直接输入的不便。通过银行,证券公司,金融监管局和国家税务局等金融机构提供的开放API提供的与金融消费者有关的金融信息;通过调查分析金融消费者的倾向来推荐定制金融产品,通过该调查可以分析金融消费者的金融倾向和非金融倾向;通过搜索与每个财务相关领域的金融消费者的暴露项目匹配的财务计划者,并将该财务计划者与该金融消费者进行匹配,来提供更专业和定制的财务咨询服务。

著录项

  • 公开/公告号WO2019107577A1

    专利类型

  • 公开/公告日2019-06-06

    原文格式PDF

  • 申请/专利权人 THE JAEMU CONSULTING CO.LTD.;

    申请/专利号WO2017KR13671

  • 发明设计人 KANG SINYOUNG;

    申请日2017-11-28

  • 分类号G06Q40/06;G06Q10/10;

  • 国家 WO

  • 入库时间 2022-08-21 11:54:29

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