| 摘要 |
<P>PROBLEM TO BE SOLVED: To achieve an intermediating system for managing the contract and transaction of financial product, and for providing marketing data while keeping confidential the customer information of a bank product retail system. <P>SOLUTION: This financial product intermediating method is provided to intermediate processing between the bank product manufacturing system for providing financial product and a bank product retail system for selling the financial product comprises a step for receiving the contract information of financial product sold by the bank product retail system, bank information showing a bank which has sold the financial product and a customer information identifier for identifying the customer information of the customer who has purchased the financial product by communication equipment from the bank product retail system; a step for generating financial trade ID for identifying the received bank information and customer information identifier, and for storing the financial trade ID by associating it with the bank information and the customer information identifier and a step for transmitting the generated financial trade ID and the contract information of the financial product to the bank product manufacturing system by the communication equipment, and for instructing the bank product manufacturing system to open a bank account to be used for the financial product. <P>COPYRIGHT: (C)2007,JPO&INPIT |
