METHOD AND SYSTEM FOR MANAGING DIAPAUSE ASSETS BASED ON MACHINE-LEARNING

Provided are a method and system for managing dormant assets of a user based on machine-learning. A method for managing dormant assets, according to the present disclosure, comprises the steps of: performing a similarity search for past history of investment assets on the basis of machine learning;...

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Bibliographische Detailangaben
Hauptverfasser: HWANG, Yong Guk, IM, Geon Gi, HAN, Byeong Il
Format: Patent
Sprache:eng ; fre ; kor
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Zusammenfassung:Provided are a method and system for managing dormant assets of a user based on machine-learning. A method for managing dormant assets, according to the present disclosure, comprises the steps of: performing a similarity search for past history of investment assets on the basis of machine learning; determining a reference date to extract a similarity chart according to the results of the similarity search; and generating a prediction chart model based on the similarity chart by extracting the similarity chart according to the determined reference date. Provided through the above features is a personalized dormant assets management system such as a lab-account with inexpensive fees. La présente invention concerne un procédé et un système pour gérer des actifs dormants d'un utilisateur, sur la base d'un apprentissage automatique. Un procédé de gestion d'actifs dormants selon la présente invention comprend les étapes consistant à : effectuer une recherche de similitude dans un historique passé d'actifs d'investissement sur la base d'un apprentissage automatique ; déterminer une date de référence pour extraire un graphe de similitude d'après les résultats de la recherche de similitude ; et générer un modèle de graphe de prédiction sur la base du graphe de similitude via l'extraction du graphe de similitude d'après la date de référence déterminée. Les caractéristiques susmentionnées permettent d'obtenir un système de gestion d'actifs dormants personnalisée tel qu'un compte de lab à peu de frais. 머신러닝 기반으로 사용자의 휴면 자산을 관리하는 방법 및 시스템이 제공된다. 본 개시에 따른 휴면 자산 관리 방법은, 머신러닝 기반으로 투자 자산의 과거 히스토리에 대한 유사도 검색을 수행하고, 상기 유사도 검색 결과에 따라 유사 차트를 추출할 기준 일자를 결정하고, 상기 결정된 기준 일자에 따라 상기 유사 차트를 추출하여 상기 유사 차트에 기반한 예상 차트 모형을 생성한다. 상기한 구성들을 통해, 저렴한 수수료로 랩어카운트와 같은 개인 맞춤형 휴면 자산 관리 서비스를 제공할 수 있게 된다.