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US 2013/0212044 A1Published application
System and mehtod for managing a distribution network of investment money
AssigneeSamsung Securities Co., Ltd.
InventorsKi Hoon Lee, Jin Heung Bae
Life of this patent
Estimating the term…
Abstract
This disclosure relates to a system and method for managing a distribution channel of investment money of a customer, which includes a plurality of modules systematically disposed in a communication pipeline of an IM managing backbone server, so that when an IM rebalancing opportunity situation occurs, a plurality of units, possessed by a customer, is guided to form a set of IM rebalancing distribution channel networks where the units are densely connected each other like a mesh, so that a customer or IM management company may not simplify but diversify rebalancing paths of IPs or IP portfolio into various patterns and therefore effectively enjoy resultant economic benefits.
Claims12
A system for managing a distribution channel of investment money (IM), comprising:
- an IM distribution channel management control module for communicating with an IM managing backbone server, which performs computerized management for a process of investing investment money (IM) of a customer to investment products (IP), storing IM rebalancing distribution channel setting information associated with rebalancing of the IM, and controlling a managing procedure of the IM, by means of a plurality of customer-possessing units;
- an IP/market change situation checking module controlled by the IM distribution channel management control module to communicate with the IM managing backbone server and check a change situation of an IP connected to the plurality of customer-possessing units or a change situation of an IP-belonged financial market which the IP belongs to;
- an IM rebalancing opportunity occurrence determining module controlled by the IM distribution channel management control module to communicate with the IP/market change situation checking module, check a change situation of an customer-possessing IP or a change situation of the IP-belonged financial market, then compare the checked change situation of the customer-possessing IP or the checked change situation of the IP-belonged financial market with the IM rebalancing distribution channel setting information, previously stored, and determine whether the corresponding change situation corresponds to an opportunity situation where the IM needs to be rebalanced;
- an IM rebalancing execution information generating module controlled by the IM distribution channel management control module, wherein in case the change situation of the customer-possessing IP or the change situation of the IP-belonged financial market corresponds to an opportunity situation where the IM needs to be rebalanced, the IM rebalancing execution information generating module generates IM rebalancing execution information for the plurality of customer-possessing units according to the IM rebalancing distribution channel setting information;
- and
- an IM rebalancing execution notifying module controlled by the IM distribution channel management control module to transmit the IM rebalancing execution information to the IM managing backbone server so that an IM rebalancing executing procedure is performed to the plurality of customer-possessing units, subject to computerized management of the IM managing backbone server, under complex relationships thereof.
3 more elements
A method for managing a distribution channel of IM, comprising:
- communicating with an IM managing backbone server, which performs computerized management for a process of investing investment money (IM) of a customer to investment products (IP) to check a change situation of a customer-possessing IP connected to the plurality of customer-possessing units or a change situation of an IP-belonged financial market which the IP belongs to;
- comparing the checked change situation of the customer-possessing IP or the checked change situation of the IP-belonged financial market with <IM rebalancing distribution channel setting information, previously stored, associated with rebalancing of the IM> and determining whether the corresponding change situation corresponds to an opportunity situation where the IM needs to be rebalanced;
- generating IM rebalancing execution information for the plurality of customer-possessing units according to the IM rebalancing distribution channel setting information in case the change situation of the customer-possessing IP or the change situation of the IP-belonged financial market corresponds to an opportunity situation where the IM needs to be rebalanced;
- and
- transmitting the IM rebalancing execution information to the IM managing backbone server so that an IM rebalancing executing procedure is performed to the plurality of customer-possessing units, subject to computerized management of the IM managing backbone server, under complex relationships thereof.
2 more elements
Dependencies are inferred from the claim text.