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Intelligent management method and system based on financial investment project

A technology for investment projects and management systems, applied in the field of intelligent management methods and systems based on financial investment projects, can solve problems such as imperfect security and insufficient intelligence of the investment management system for the elderly, and achieve the goal of improving system security and intelligence Effect

Pending Publication Date: 2021-08-13
牛少侠科技山西有限公司
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  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

[0005] The embodiment of this application provides an intelligent management method and system based on financial investment projects, which solves the technical problems in the prior art that the investment management system for the elderly is not intelligent enough and the security is not perfect, and achieves the optimization based on the needs of the elderly Invest in the project management system to improve the technical effect of system security and intelligence

Method used

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  • Intelligent management method and system based on financial investment project
  • Intelligent management method and system based on financial investment project
  • Intelligent management method and system based on financial investment project

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Embodiment 1

[0024] Such as figure 1 As shown, the embodiment of the present application provides an intelligent management method based on financial investment projects, the method comprising:

[0025] Step S100: Obtain the first physical condition information and the first economic source information of the first elderly user;

[0026] Specifically, the first physical condition information is the basic physical condition of the first elderly user, including information such as the user's gender, age, past medical history, health level, whether he has coronary heart disease or high blood pressure; The first economic source is the basic economic fund situation of the first elderly user, such as economic information such as child support, pension, and pension insurance received by the children, so as to understand the physical condition and financial situation of the first elderly user. Sources provide a reference basis for further financial investment in the future, and then accurately ev...

Embodiment 2

[0089] Based on the same inventive concept as an intelligent management method based on financial investment projects in the foregoing embodiments, the present invention also provides an intelligent management system based on financial investment projects, such as figure 2 As shown, the system includes:

[0090] A first obtaining unit 11, the first obtaining unit 11 is used to obtain the first physical condition information and the first economic source information of the first elderly user;

[0091] A second obtaining unit 12, the second obtaining unit 12 is configured to obtain first knowledge reserve information, wherein the first knowledge reserve information is the cognition of the first elderly user on financial investment-related knowledge;

[0092] The first construction unit 13, the first construction unit 13 is used to construct the first investment evaluation questionnaire;

[0093] A third obtaining unit 14, the third obtaining unit 14 is configured to obtain the...

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Abstract

The invention discloses an intelligent management method and system based on a financial investment project, the method is applied to an elderly investment project management system, and the method comprises the steps: obtaining first physical condition information and first economic source information of a first elderly user; obtaining first knowledge reserve information; constructing a first investment assessment questionnaire; obtaining first questionnaire feedback information according to the first physical condition information, the first economic source information and the first knowledge reserve information so as to obtain first risk acceptance of the first elderly user; obtaining a first investment project list according to the first initial fund; inputting the first investment project list into the elderly investment project management system for management, obtaining a first statistical income in a preset time period, and judging whether the first statistical income meets a preset income threshold value or not; and if not, performing project adjustment. The technical problems that in the prior art, an old people investment management system is not intelligent enough and the safety is not perfect are solved.

Description

technical field [0001] The present invention relates to related fields of financial investment, in particular to an intelligent management method and system based on financial investment projects. Background technique [0002] With the development of financial technology, more and more functions can be realized directly on the Internet or on mobile phones. Financial investment is an investment activity in which funds are used to purchase financial assets in order to obtain expected returns. There are various types of products purchased during the investment process. Currently. The risk investment of the elderly in our country is relatively low, but because the elderly have financial needs in the face of market economy and changes and the continuous increase of various expenditures, with the gradual increase of my country's aging population, solving the financial needs of the elderly has become a major focus . [0003] However, in the process of realizing the technical solut...

Claims

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Application Information

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IPC IPC(8): G06Q40/06G06N3/08
CPCG06Q40/06G06N3/08
Inventor 不公告发明人
Owner 牛少侠科技山西有限公司
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