Financial data processing method and system
OwnerNorio Takahashi, Toshiyuki Yamagishi +3inventors
InventorsNorio Takahashi, Toshiyuki Yamagishi, Miyoko Namioka, Mizuhiro Sakai, Shoko Matsushita
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Abstract
When a name of an enterprise to be evaluated and a plurality of evaluation definition names entered by a client are received by a server, an overall investment evaluation creation program creates an overall investment evaluation from a plurality of investment evaluations created according to a plurality of XBRL-formatted evaluation definitions corresponding to the plurality of evaluation definition names and displays the overall investment evaluation to the client.
Claims20
A financial data processing system for processing financial data for each enterprise, the system comprising:
- a financial database storing financial data described in a structured language;
- a reception unit for receiving an identification of an enterprise to be evaluated and an evaluation definition name for evaluating the enterprise to be evaluated,
- a financial information search unit for searching and acquiring financial data corresponding to the received enterprise identification among the financial data stored in the financial database,
- an investment evaluation creation unit for creating an investment evaluation of the enterprise-to-be-evaluated corresponding to the financial data by using the acquired financial data based on an evaluation definition corresponding to the evaluation definition name, said evaluation definition being described in the structured language, and
- an overall investment evaluation creation unit for creating an overall investment evaluation for the enterprise to be evaluated based on a plurality of investment evaluations created by the investment evaluation creation unit when a plurality of evaluation definition names are received by the reception unit.
A financial data processing method in a financial data processing system including a terminal operated by a user and a server connected to the terminal for processing financial data, the method comprising the steps of:
- transmitting, by the terminal, an identification of an enterprise-to-be-evaluated and an evaluation definition name input by the user, to the server;
- acquiring, by the server, financial data corresponding to the enterprise identification transmitted from the terminal from a financial database storing financial data and described in a structured language;
- creating, by the server, an investment evaluation of the enterprise-to-be-evaluated by using the acquired financial data based on an evaluation definition corresponding to the evaluation definition name, said evaluation definition being described in the structured language;
- creating, by the server, an overall investment evaluation for the enterprise-to-be-evaluated based on a plurality of evaluation definitions if there are a plurality of processed evaluation definitions;
- and
- transmitting, by the server, the overall investment evaluation created to the terminal.
A program executed in a financial data processing system comprising a terminal operated by a user and a server connected to the terminal for processing financial data, the program comprising the execution steps of:
- receiving an identification of an enterprise to be evaluated and an evaluation definition name transmitted from the terminal;
- acquiring financial data on the enterprise to be evaluated from a database storing financial data described in a structured language;
- processing an evaluation definition corresponding to the evaluation definition name based on the acquired financial data;
- when there are a plurality of the evaluation definitions processed as a result of the evaluation definition processing, creating an overall investment evaluation for the enterprise to be evaluated based on the plurality of processed evaluation definitions;
- and
- transmitting the overall investment evaluation to the terminal.
Dependencies are inferred from the claim text.