THE SYSTEM FOR SUPPORTING A DESIGN AND MANAGE PROCESS OF A FINANCIAL PRODUCTS

摘要

PURPOSE: A financial product design and operation supporting system is provided to improve business competitive power of an investment fund management company. CONSTITUTION: An FP(Financial Products) design/operation support control module(101) controls the design and operation process of FP. An FP-DGD(Financial Products-Design Guideline Data which the user requests) obtainment module(105) obtains FP-DGD. An FP-MBW(Financial Products-Minimum Barrier Worth which the user requests) processing module(107) determines the recommended FP-MBW as the FP approved by a client. An FP-I(FP for an Investment) minimum return rate reference calculation module(124) calculates the minimum return rate reference value of FP-I. An FP-I processing module(108) determines the recommended FP-I as the FP approved by the client. An FP-MBW/FP-I design data providing module(109) provides FP-MBW/FP-I design data in which the FP-MBW and the FP-I are reflected. [Reference numerals] (1) FP management period system server; (101) FP design/operation support control module; (102) Interface module; (103) Operation assisting module; (104) Guide frame management module; (105) FP-DGD obtainment module; (106) FP design source information storage module; (107) FP-MBW processing module; (108) FP-I processing module; (109) FP-MBW/FP-I design data providing module; (110) FP-MBW/FP-I operation request module; (111) Optimal FP-MBW/FP-I combination model recommending module; (112) FP-MBW/FP-I profit processing module; (113) FP-MBW/FP-I operation situation monitoring module; (114) FP-MBW/FP-I minute change supporting module; (115) FP-MBW/FP-I redesign supporting module; (116) FP-MBW/FP-I alarming situation processing module; (124) FP-I minimum profit reference value calculation module; (2) Client information processing processor; (3) Investment account management enterprise person information processor; (4) Wired/wireless online network;