SYSTEM FOR REGULARLY SELLING FINANCIAL PRODUCT

PROBLEM TO BE SOLVED: To provide a system for regularly and automatically selling and cashing a customer's financial product in a preset way. SOLUTION: The system 10 for regularly selling a financial product includes: a regular reception contract DB 24 for storing regular reception contract dat...

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Bibliographische Detailangaben
Hauptverfasser: KITTE KAZUHARU, UJIIE MASAHIRO, OKAJIMA KENJI, HOSOYA TADAO
Format: Patent
Sprache:eng
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Zusammenfassung:PROBLEM TO BE SOLVED: To provide a system for regularly and automatically selling and cashing a customer's financial product in a preset way. SOLUTION: The system 10 for regularly selling a financial product includes: a regular reception contract DB 24 for storing regular reception contract data comprising a stock to be sold regularly, a selling unit, an amount to be sold, the date of starting regular selling, and selling period; a regular reception contract process part 12 for storing the stock to be sold regularly in a group sales name DB 26 as a name for group sales, and recording share information related to the stock in a customer's account DB 28; a regular sales process part 14 for regularly referring to the regular reception contract data, extracting contract data to be sold, creating selling order data associated with the name for group sales, and sending the data to a computer 40 in charge of making an agreement about the financial commodity; and a transaction recording part 18 for subtracting an amount sold from the share of the stock in the customer's account DB 28 if agreement data is sent from the computer 40, then adding a sales price to the current balance, and subtracting the amount sold from the balance of the name for group sales. COPYRIGHT: (C)2008,JPO&INPIT