FINANCIAL MERCHANDISE SELLING SUPPORT SYSTEM

摘要

PROBLEM TO BE SOLVED: To provide a financial product selling support system for selling high-risk financial product and low-risk financial product by flexibly combining them.

SOLUTION: The financial product selling support system is configured to store an ownership ratio of financial products available for each period and each risk in a customer attribute table based on investment policy information of a customer, and to check whether or not the actual state of investment to the financial products conforms to the ownership ratio stored in the customer attribute table, and to display the check result.

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