Replacement fund-based warehouse transfer path adjustment method, device and system

The invention discloses a method, a device and a system for adjusting a warehouse transfer path based on an alternative fund, which are used for adjusting an obtained basic warehouse transfer path in three aspects, so that the adjusted warehouse transfer path better meets the requirements of a user,...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: ZHANG JINGYI, LUO ZHILING, ZHANG ZHENXING, TANG YONGPENG, LUO YONG, LI MING, XIA HONGYU, ZHAI FEI, WANG SHUSHUANG
Format: Patent
Sprache:chi ; eng
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Beschreibung
Zusammenfassung:The invention discloses a method, a device and a system for adjusting a warehouse transfer path based on an alternative fund, which are used for adjusting an obtained basic warehouse transfer path in three aspects, so that the adjusted warehouse transfer path better meets the requirements of a user, and meanwhile, the warehouse transfer success rate of the warehouse transfer path is also improved. Wherein the three aspects comprise a redemption state and a transaction state of the fund to be transferred and a subscription state, a transaction upper limit and a transaction range of the target fund. The target funds are all alternative funds of the to-be-transferred funds, so that the transfer method provided by the invention ensures the synchronization rate of the client fund position and the target strategy combination while transferring the client owned funds. Meanwhile, according to the provided three aspects of adjusting the warehouse adjusting path, the warehouse adjusting success rate is improved to the