发明名称 FINANCIAL PRODUCT PRESENTATION SYSTEM, METHOD THEREOF AND FINANCIAL PRODUCT SEARCH SERVER
摘要 <P>PROBLEM TO BE SOLVED: To provide a financial product presentation system or the like in which a client is capable of easily and further efficiently selecting a financial product that the client wants. <P>SOLUTION: The financial product presentation system has a characteristic scoring means for expressing characteristics of a financial product as a score of a plurality of evaluation items, a purchased product history searching means for receiving a request of presentation of financial products from a specific client terminal via a network and searching financial products purchased by the client in the past, and a significant evaluation item extracting means for extracting a significant evaluation item that the client regards important based upon a degree of concentration of the score for each evaluation item corresponding to each of the financial products searched by the purchased product history searching means. Further, the system has an evaluation item determining means for determining an integral value that the financial products purchased in the past take most in the significant evaluation item extracted by the significant evaluation item extracting means, a financial product searching means for searching a financial product having the value of the significant evaluation item determined by the evaluation item value determining means, and a presentation means for presenting the financial product searched by the financial product searching means to the client terminal via the network. <P>COPYRIGHT: (C)2004,JPO
申请公布号 JP2004127261(A) 申请公布日期 2004.04.22
申请号 JP20030203758 申请日期 2003.07.30
申请人 DAIWA SECURITIES GROUP INC 发明人 NAGUMO OSAMU
分类号 G06Q40/00;G06Q40/04;G06Q40/06 主分类号 G06Q40/00
代理机构 代理人
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