摘要 |
<P>PROBLEM TO BE SOLVED: To provide a detailed financial service according to various asset utilization of a customer. <P>SOLUTION: This information processor comprises a class condition setting part 132 which sets class preferential information 123 to associate a class classified according to the total amount of asset with a class preferential value indicating preferential conditions of asset management corresponding to the class for each asset category, a total amount calculation part 140 which reads customer asset information 122 indicating the assets actually held by a customer from a storage part 120 and calculates the total amount of assets belonging to the selected predetermined asset category of the assets actually held by the customer, a class determination part 150 which determines the customer's class according to the calculated total amount for each asset category based on the class preferential information 123, and an asset management part 160 which manages the asset of the customer with the preferential conditions indicated by the class preferential value for each asset category using the class preferential value corresponding to the determined customer's class and updates the customer asset information. <P>COPYRIGHT: (C)2009,JPO&INPIT |