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SYSTEM FOR DETERMINING REWARD BASED ON CLIENT'S ASSETS AND METHOD OF THE SAME

机译:基于客户资产的奖励确定系统及方法

摘要

Disclosed are a system and method for determining a compensation amount based on a customer's asset status. The storage unit stores asset information including stock valuation and deposit valuation for each customer. The asset valuation unit calculates an average of stock turnover and deposit valuations for a predetermined valuation period based on each customer's asset information. The reserve government shall make the stock transaction fee for the first valuation period before the calculation of the reserve as a dependent variable, and the client's stock valuation, average of the valuation amount of the valuation and the stock transaction fee for the second valuation period before the first valuation period. By calculating a stock transaction fee for the period after the time of calculating the reserve amount by a predetermined linear equation to calculate the reserve amount to be paid to the customer. The payment amount determining unit determines the first compensation amount to be paid to each customer from the reserves calculated by the predetermined payment criteria based on the average of the stock turnover rate and the deposit valuation calculated for each customer. According to the present invention, it is possible to obtain the effect of attracting the customer and the effect of the customer base by providing the customer with compensation based on the asset which is a surely likely profit factor.
机译:公开了一种用于基于客户的资产状况确定补偿金额的系统和方法。存储单元存储每个客户的资产信息,包括股票估价和存款估价。资产评估单元根据每个客户的资产信息,计算在预定评估期内股票周转率和存款评估的平均值。储备金政府应在计算储备金之前将第一个评估期的股票交易费作为因变量,并将客户的股票估值,估值的平均值和第二次评估期的股票交易费计入第一个评估期。通过在通过预定线性方程式计算储备金额之后的时间段内计算股票交易费,以计算要支付给客户的储备金额。支付额确定单元基于股票周转率和为每个客户计算的存款评估的平均值,从通过预定支付标准计算出的准备金中确定要支付给每个客户的第一补偿额。根据本发明,通过基于确实是可能的利润因素的资产向顾客提供补偿,可以获得吸引顾客的效果和顾客基础的效果。

著录项

  • 公开/公告号KR20050097092A

    专利类型

  • 公开/公告日2005-10-07

    原文格式PDF

  • 申请/专利权人 GOOD MORNING SHINHAN SECURITIES CO. LTD.;

    申请/专利号KR20040021819

  • 发明设计人 KIM GYE HEUNG;

    申请日2004-03-30

  • 分类号G06F17/60G0;

  • 国家 KR

  • 入库时间 2022-08-21 22:04:32

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