| 摘要 |
The present invention includes a unit providing an interface for joining a fund-related community to a network terminal of a customer when a user joins an accumulation type fund having a regular cycle and a random fund not having the cycle, a unit storing customer information and community information in a storage medium by processing them by supporting community activities through the interface when the user requests to join the funds, a unit confirming the information stored in the storage medium by accessing Internet banking, and a unit transmitting customer-related community information through the Internet banking when the customer confirms the information. In addition, the invention includes a step of providing the interface to the network terminal when the customer joins the accumulation type fund having a regular cycle and a random fund not having the cycle, a step of storing customer information and community information in a storage medium by processing them by supporting community activities through the interface when the user requests to join the funds, a step of confirming the information stored in the storage medium by accessing Internet banking, and a step of transmitting customer-related community information through the Internet banking when the customer confirms the information. [Reference numerals] (100) Financial product server; (115) E-document server; (120) E-document DB; (125) List DB; (200) Interface part; (205) Interface providing part; (210) Information receiving part; (215) Validity confirming part; (220) Information providing part; (225) E-document generating part; (230) E-document transmitting part; (235) Information generating part; (240) Financial account processing part; (245) Information storage part; (250) E-document receiving part; (255) Information generating part; (260) E-document storage part; (265) Storage medium; (270) Financial system; (AA) E-document management information; (BB) Financial product e-document; (CC) Communication part; (DD) Customer information; (EE) Financial product management information; (FF) Financial account information; (GG) Community information; (HH) Network unit; (II) Terminal device; (JJ) Wireless terminal; (KK) Wire terminal; (LL) Customer; (MM) Select an input method |
