CN104092597A - Instant communication method and system for financial transactions - Google Patents
Instant communication method and system for financial transactions Download PDFInfo
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- CN104092597A CN104092597A CN201410313659.2A CN201410313659A CN104092597A CN 104092597 A CN104092597 A CN 104092597A CN 201410313659 A CN201410313659 A CN 201410313659A CN 104092597 A CN104092597 A CN 104092597A
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Abstract
The invention discloses an instant communication method and system for financial transactions. The instant communication method for financial transactions includes the following steps that users log in clients, connection between the clients and a server is built, and financial information sent by the server is received in real time; the first user searches for the second user and sends handshake information, and after confirmation of the second user, instant communication connection between the first user and the second user is built; the confirmed instant communication connection between the first user and the second user is recorded by the server, and the first user and the second user are recorded as friends; the financial information and/or a transaction record of the first user are/is sent to the second user through the server, the financial information and/or a transaction record of the second user are/is sent to the first user through the server, the first user looks over the financial information and/or the transaction record of the second user on the client of the first user, and the second user looks over the financial information and/or the transaction record of the first user on the client of the second user. According to the instant communication method and system for financial transactions, the users can receive the financial information about stocks and the like in real time so as to perform transaction operation, transaction evaluation and the like, share the information with friends in real time and look over the transaction operation, the transaction evaluation and the like of the friends; the financial information is shared by the friends in real time, operating time is saved for the users, and time is saved.
Description
Technical field
The present invention relates to a kind of instant communication method, more particularly refer to a kind of instant communication method for financial transaction and system thereof.
Background technology
In prior art, transaction and the market software of the financial products such as traditional stock offer user as just an instrument, as instrument, it can provide a network analysis instrument for user, such as Time Index Chart, k line chart, based on the setting-out marking Function of timesharing k line, and the various application such as k line index, but each user is independent individuality, these functions that can only depended software itself provide make one's options to trading security, two or more users cannot share information by software self, if such as a user thinks that certain supports that stock is very good, he can only be by other external tool such as microblogging or immediate communication tool, even face to face link up share they information.
Therefore, be necessary that exploitation is exclusively used in instant communication method and the system of financial transaction.
Summary of the invention
The object of the invention is to overcome the defect of prior art, a kind of instant communication method for financial transaction and system thereof are provided.
For achieving the above object, the present invention is by the following technical solutions:
The present invention, for the instant communication method of financial transaction, comprises the following steps:
Step 1, first user, the second user log in client by input log-on message, and connect with server, the Financial Information that reception server sends in real time;
Step 2, first user with search the second user that imposes a condition, send handshaking information by server, and through searched the second user's out confirmation, the client between first user and the second user is set up instant messaging and is connected;
The instant messaging of having confirmed between step 3, server record first user, the second user connects, record the two for good friend's identity, first user, the second user are in any client being connected with server, and the instant messaging that all can set up between the two connects;
Step 4, first user, the second user's Financial Information and/or transaction record send to the opposing party by server, and the opposing party checks in another client;
Wherein, job order is: step 1, step 2, step 3, step 4, or step 1, step 2, step 4, step 3.
Its further technical scheme is: after step 1, also comprise financial information inquiry and/or financial transaction, first user, the second user carry out financial transaction and/or financial information inquiry between client and server.
Its further technical scheme is: described search condition comprises user's registration information and/or Financial Information keyword; Financial Information keyword comprises title, the evaluation of financial transaction or the limit of financial transaction of financial transaction object, and user's registration information comprises user name, registered address, occupation, age or character type.
Its further technical scheme is: described Financial Information is securities information, and described server is stock brokerage services device, and described client is securities trading client.
Its further technical scheme is: described Financial Information is foreign exchange information, and described server is foreign exchange transaction server, and described client is foreign exchange transaction client.
Its further technical scheme is: described Financial Information is Futures information, and described server is futures exchange server, and described client is futures exchange client.
The present invention, for the instant communicating system of financial transaction, comprises with lower module:
Log in module, log in client by input log-on message for first user, and connect with server, the Financial Information that reception server sends in real time;
Communication link block, for search the second user that imposes a condition, sends handshaking information, and through searched the second user's out confirmation, the client between first user and the second user is set up instant messaging and is connected;
Logging modle, connect for recording the instant messaging of having confirmed between first user, the second user, record the two for good friend's identity, first user, the second user are in any client being connected with server, and the instant messaging that all can set up between the two connects;
Instant messaging module, sends to the opposing party for first user, the second user's Financial Information and/or transaction record, and the opposing party checks in another client.
Its further technical scheme is: can also comprise inquiry transaction modules, for carry out financial transaction and/or financial information inquiry between client and server.
Its further technical scheme is: described search condition comprises user's registration information and/or Financial Information keyword; Financial Information keyword comprises title, the evaluation of financial transaction or the limit of financial transaction of financial transaction object, and user's registration information comprises user name, registered address, occupation, age or character type.
Its further technical scheme is: described Financial Information is securities information.
Its further technical scheme is: described Financial Information is foreign exchange information.
Its further technical scheme is: described Financial Information is Futures information, and described server is futures exchange server, and described client is futures exchange client.
The present invention's beneficial effect is compared with prior art: the present invention can allow user receive the Financial Informations such as stock in real time, conclude the business operation, situation such as transaction evaluation etc., can be in real time and good friend (i.e. the second user) share, also can check good friend's the situation such as transaction operation or transaction evaluation; Financial Information is shared mutually with good friend in real time, for user has saved the operating process of information sharing, saved time, can carry out in time the operation of financial transaction.Whether user, can also be by instant messaging in the time checking the Financial Informations such as stock, checks good friend's presence, to the relevant information of stock is discussed with good friend, discusses and trade security.
Below in conjunction with the drawings and specific embodiments, the invention will be further described.
Brief description of the drawings
Fig. 1 is the user register flow path schematic diagram of the present invention for the instant communication method specific embodiment of stock exchange;
Fig. 2 is the schematic flow sheet of searching good friend of the present invention for the instant communication method specific embodiment of stock exchange;
Fig. 3 A is the schematic flow sheet that the present invention grades to stock for the user of the instant communication method specific embodiment of stock exchange;
Fig. 3 B is the present invention inquires about stock rating schematic flow sheet for the user of the instant communication method specific embodiment of stock exchange;
Fig. 4 A is the present invention submits stock comment to schematic flow sheet for the user of the instant communication method specific embodiment of stock exchange;
Fig. 4 B is the present invention inquires about stock comment schematic flow sheet for the user of the instant communication method specific embodiment of stock exchange;
Fig. 4 C is the present invention accepts the stock comment of server push schematic flow sheet for the user of the instant communication method specific embodiment of stock exchange;
Fig. 5 A is the schematic flow sheet one (being committed to server stores) that the present invention carries out chart setting-out and shares with good friend certain stock for certain user of the instant communication method specific embodiment of stock exchange;
Fig. 5 B is the present invention's schematic flow sheet two of for certain user of the instant communication method specific embodiment of stock exchange, certain stock being carried out to chart setting-out and sharing with good friend (as the good friend of user A, user B accepts the information that the user A of server push shares);
Fig. 6 A is the schematic flow sheet one (being committed to server stores) that the present invention concludes the business to certain stock and shares with good friend for certain user of the instant communication method specific embodiment of stock exchange;
Fig. 6 B be the present invention for certain user of the instant communication method specific embodiment of stock exchange, certain stock is concluded the business and the schematic flow sheet two shared with good friend (as the good friend of user A, user B carries out stock circle, accepts the Transaction Information that the user A of server push shares).
Fig. 7 is the frame assumption diagram of the present invention for the instant communicating system of financial transaction.
embodiment
In order to more fully understand technology contents of the present invention, below in conjunction with specific embodiment, technical scheme of the present invention is further introduced and explanation, but be not limited to this.
Instant communication method for financial transaction of the present invention, comprises the following steps:
Step 1, first user, the second user log in client by input log-on message, and connect with server, the Financial Information that reception server sends in real time;
Step 2, first user with search the second user that imposes a condition, send handshaking information by server, and through searched the second user's out confirmation, the client between first user and the second user is set up instant messaging and is connected;
The instant messaging of having confirmed between step 3, server record first user, the second user connects, record the two for good friend's identity, first user, the second user are in any client being connected with server, and the instant messaging that all can set up between the two connects;
Step 4, first user, the second user's Financial Information and/or transaction record send to the opposing party by server, and the opposing party checks in another client;
Wherein, job order is: step 1, step 2, step 3, step 4, or step 1, step 2, step 4, step 3.Search condition comprises user's registration information and/or Financial Information keyword; Financial Information keyword comprises title, the evaluation of financial transaction or the limit of financial transaction of financial transaction object, and user's registration information comprises user name, registered address, occupation, age or character type.
The second user wherein can be multiple, and also a user can set up connecting of instant messaging with multiple users, also can, by setting up the mode of group, between multiple users, set up shared platform.
Between two users, after setting up instant messaging, can mutually share the operation to transaction chart.Such as user A is by after sharing with user B the operation of transaction chart, the client of user B shows the transaction chart identical with the client of user A, meanwhile, user B also can modify to transaction chart, and the transaction chart that two users' client shows is with a trading pattern table.In order to prevent that two or more users are to the operation of modifying with a trading pattern table, can be provided with at the UI interface of each user's client the power of amendment application button of (or being called control) (or claiming application button).Sharing of this transaction chart, is only information sharing, does not produce substantial financial transaction operation.(as shown in the step 5 in Fig. 5 A, six).
In order to produce substantial transaction operation, share fetched data between good friend time, can follow up good friend's transaction operation of other user, such as user B is at buy in stock 010XXX, and shares this fetched data with good friends, user A is as the good friend of user B, now, can select follow-up transaction, now, can pull out transaction panel, enter transaction's stock flow process.
The present invention, for the instant communicating system of financial transaction, as shown in Figure 7, comprises with lower module:
Log in module 10, log in client by input log-on message for first user, and connect with server, the Financial Information that reception server sends in real time;
Communication link block 20, for search the second user that imposes a condition, sends handshaking information, and through searched the second user's out confirmation, the client between first user and the second user is set up instant messaging and is connected;
Logging modle 30, connect for recording the instant messaging of having confirmed between first user, the second user, record the two for good friend's identity, first user, the second user are in any client being connected with server, and the instant messaging that all can set up between the two connects;
Instant messaging module 40, sends to the opposing party for first user, the second user's Financial Information and/or transaction record, and the opposing party checks in another client.
Inquiry transaction modules 50, for carrying out financial transaction and/or financial information inquiry between client and server.
Wherein, search condition comprises user's registration information and/or Financial Information keyword; Financial Information keyword comprises title, the evaluation of financial transaction or the limit of financial transaction of financial transaction object, and user's registration information comprises user name, registered address, occupation, age or character type.
Fig. 1-Fig. 6 B is the specific embodiment of the present invention for the instant communication method of stock exchange,
Based on the natural requirement that just has real-time of stock exchange market, the good friend SNS that induces one on a little bases closes tethers,
Concrete scheme is to provide searches the mechanism of adding good friend, technically, preserves each user's essential information on server, comprise the age, the pet name, region, habit of transaction classification, risk partiality etc., holds at client, user can input keyword, and by the agreement of agreement, server finds associated user, be presented on client front end, user initiates to add good friend's request, and the other side receives after agreement, can add in its buddy list.
The security account number of having opened has comprised the relevant real information of user, is embodied in account number and opens an account in flow process;
Stock rating application, each user can initiate the grading to stock at client front end, adopts 5 star systems, and all users' of svr end statistics behavior, comprehensively provides scoring suggestion, is finally issued to client and represents;
User can initiate the comment for stock, can see mutually the other side's evaluation opinion, with the tendency of this transactional analysis stock between good friend;
User can share the setting-out flag data based on chart, if user A is to a stock setting-out: stop-loss position and support level, by sharing mechanism, good friend B receives after this information, the setting-out mark that can immediately reappear A in its machine chart, reaches information sharing and helps each other; .
Can share present deal record, between good friend, can immediately recognize the trading strategies that the other side is up-to-date, the mode of commenting on by feeds exchanges, and also can immediately initiate merchandiser transaction operation.
Technical term explanation:
Client (Client): refer to client;
Server end (Server): refer to server;
CS request: refer to client and server appointment data protocol format, carry out the request-reply processing of network data in modes such as TCP/UDP.
CS pushes: refers in the situation that client keeps being connected with server, and non-client active request, server sends the situation of protocol data to client;
UI: refer to the performance of client interface;
Stock circle: refer to a function application of SNS, user can make comments for stock or other relevant information, and other user can check the operations such as comment, reply according to authority to comment data;
Time Index Chart: Hong Kong stock transaction is divided into two periods, the morning 9:30-12:00 13:00-16:00 in afternoon, two periods, within each minute, stock has a closing price.X axle is the time, and y is price, and each minute, by point of correspondence, linked up so will put, and the curve of formation is called Time Index Chart;
K line chart: English is Candlestick Charts, claim again candlestick chart, Japanese line, candlestick chart, excellent line etc., conventional saying is " K line ", originates from the rice market transaction of Ten Japanese eightth century moral river shogunate (1603～1867 years), is used for calculating the price of rice ups and downs of every day.Because its mark drawing method has distinctive feature, people introduce it in the analysis of market value of shares tendency, through the development of more than 300 years, have been widely used in stock, futures, foreign exchange, the securities markets such as option, refer to the explanation of Baidupedia or other prior art document;
Security account number: the mark that refers to log in exchange quotation software;
Chart setting-out: refer to that client provides an a kind of function, on timesharing k line chart, the various curves of self-defined picture, straight line or word etc.
The explanation of Fig. 1 workflow step:
One: user initiates account registration request;
Two: under subscribers feeder, post proof of identification, the address data such as form that prove, open an account;
Three: rich way is by manual information typing background data base;
Four: user profile correctness is carried out manual examination and verification by rich way;
Five: auditing result:
If 1. data is errorless, so open account;
If 2. data is wrong, feedback notification is to user so, and account is opened failure.
The explanation of Fig. 2 workflow:
One, user is in richness way ox ox client (follow-up title: client) input inquiry condition;
Two, client is sent out and please be asked by CS, and request content is: inquiry;
Three, rich way ox ox background server (follow-up title: server) receives that after the request of client initiation, server end is inquired about background data base, sees if there is the querying condition of match user input;
Four, Query Result:
1. Query Result is when eligible, return to server lookup less than and point out user input query condition;
2., when Query Result is eligible, represent Query Result in client;
Five, represent after Query Result, user initiates CS request in client, and request content is: plusing good friend;
Six, server sends request after requested user to, waits for that the other side replys;
Seven, response result:
If 1. the other side disagrees with plusing good friend, result feedback is given to the user of the request of initiation and pointed out plusing good friend failure, prompting user can re-enter inquiry;
If 2. the other side agrees to plusing good friend, the result feedback that will " add good friend's success " is to user, and this querying flow finishes.
The explanation of Fig. 3 A workflow:
One, user inputs grading information in client to certain stock;
Two, user end to server is initiated CS request, request content: upload grading;
Three, server is received after data, the average grading that the each level ratings total amount of accumulative total and calculating have been done this stock;
Four, server stores information in database D B into.
The explanation of Fig. 3 B workflow:
One, user clicks and checks stock in client;
Two, user end to server is initiated CS request: request content comprises: inquiry sane level data;
Three, server is received after request, in database D B, inquires about;
Four, the result data inquiring is turned back to client by server;
Five, the data processing that client process is received is: the grading ratio such as each of this stock and on average grading;
Six, client at UI interface by data display to user.
The explanation of Fig. 4 A workflow:
One, user A clicks comment in client to certain stock;
Two, at comment input frame input characters and the picture of client;
Three, client is initiated CS request, and request content is: submit comment to;
Four, server is received after request, storage review information;
Five, server finds the online good friend of user A;
Six, server is initiated CS propelling movement.
The explanation of Fig. 4 B workflow:
One, user A clicks and checks certain stock in client;
Two, client is initiated CS request, and request content is: query history comment;
Three, server end is received after request, carries out the operation of inquiry comment data;
Four, client is initiated CS request, and request content is: return to comment data;
Five, client is received after data, carries out data processing;
Six, client end interface UI shows comment list.
The explanation of Fig. 4 C workflow:
Connect logic,
One, server sends CS propelling movement;
Two, user's client is received the comment data of propelling movement;
Three, client sends notice, informs that user has new comment;
Four,, when user checks, client end interface UI shows review information.
The explanation of Fig. 5 A workflow:
One, user A carries out setting-out operation in client to certain stock chart;
Two, user A clicks and shares, and selection will be shared the buddy list being given to;
If do not selected buddy list, share EO;
As select buddy list, continue following step;
Three, user A client used is initiated CS request, request content: share setting-out;
Four, the server end request of receiving is processed, by the storage of setting-out data;
Five, server judge user A whether share good friend in list online;
1. as good friend is not online, after this good friend's login, carry out again message push;
2. as good friend is online, pushes to this good friend and share setting-out data.
The explanation of Fig. 5 B workflow:
One, connect flow process:
Two, server is initiated CS propelling movement to client, pushes content and is: setting-out is shared;
Three, user B client is received pushed information;
Four, user B clicks and checks;
Five, the client end interface UI of user B shows setting-out data;
Six, revise the setting-out data of displaying as user, new data can be shared other users by sharing flow process;
Seven, if do not remodified setting-out or sharing, flow process finishes.
The explanation of Fig. 6 A workflow:
One, user A clicks and shares after client transaction's stock;
Two, client is initiated CS request, request content: share conclusion of the business record;
Three, server is received after request, in the newly-increased data record of stock circle;
Four, server is by newly-increased data write into Databasce DB;
Five, server is initiated CS propelling movement, and data-pushing is given to stock circle good friend.
The explanation of Fig. 6 B workflow:
One, user B clicks access stock circle in client;
Two, client is initiated CS request, request content: more the new shares number of turns is according to (comprising: pull data record or receive conclusion of the business PUSH message);
Three, user B clicks and checks the data that strike a bargain and share in client;
Four, judge that user B's follows transaction selection result:
1. do not follow transaction, flow process finishes;
2. select to follow transaction, pull-up transaction panel, enters transaction's stock flow process.
In other embodiment, can also the title of a stock or the industry plate of stock be the theme, by instant messaging, on server, set up the instant communication function of group-wise, facilitate brainstorming.
In other embodiment, Financial Information is securities information, and server is stock brokerage services device, and client is securities trading client.
In other embodiment, Financial Information is foreign exchange information, and server is foreign exchange transaction server, and client is foreign exchange transaction client.
In other embodiment, Financial Information is Futures information, and server is futures exchange server, and client is futures exchange client.
In other embodiment, Financial Information is securities information.
In other embodiment, Financial Information is foreign exchange information.
In other embodiment, Financial Information is Futures information, and server is futures exchange server, and client is futures exchange client.
In sum, the present invention can allow user receive the situations such as the Financial Informations such as stock, the operation of conclude the business, transaction evaluations in real time, can be in real time and good friend (i.e. the second user) shared, the transaction that also can the check good friend situations such as evaluation that operate or conclude the business; Financial Information is shared mutually with good friend in real time, for user has saved the operating process of information sharing, saved time, can carry out in time the operation of financial transaction.
Above-mentionedly only further illustrate technology contents of the present invention with embodiment, so that reader is easier to understand, but do not represent that embodiments of the present invention only limit to this, any technology of doing according to the present invention is extended or recreation, is all subject to protection of the present invention.Protection scope of the present invention is as the criterion with claims.
Claims (10)
1. for the instant communication method of financial transaction, comprise the following steps:
Step 1, first user, the second user log in client by input log-on message, and connect with server, the Financial Information that reception server sends in real time;
Step 2, first user with search the second user that imposes a condition, send handshaking information by server, and through searched the second user's out confirmation, the client between first user and the second user is set up instant messaging and is connected;
The instant messaging of having confirmed between step 3, server record first user, the second user connects, record the two for good friend's identity, first user, the second user are in any client being connected with server, and the instant messaging that all can set up between the two connects;
Step 4, first user, the second user's Financial Information and/or transaction record send to the opposing party by server, and the opposing party checks in another client;
Wherein, job order is: step 1, step 2, step 3, step 4, or step 1, step 2, step 4, step 3.
2. the instant communication method for financial transaction as claimed in claim 1, is characterized in that described search condition comprises user's registration information and/or Financial Information keyword; Financial Information keyword comprises title, the evaluation of financial transaction or the limit of financial transaction of financial transaction object, and user's registration information comprises user name, registered address, occupation, age or character type.
3. the instant communication method for financial transaction as claimed in claim 1, is characterized in that described Financial Information is securities information, and described server is stock brokerage services device, and described client is securities trading client; First user, the second user pass through.
4. the instant communication method for financial transaction as claimed in claim 1, is characterized in that described Financial Information is foreign exchange information, and described server is foreign exchange transaction server, and described client is foreign exchange transaction client.
5. the instant communication method for financial transaction as claimed in claim 1, is characterized in that described Financial Information is Futures information, and described server is futures exchange server, and described client is futures exchange client.
6. for the instant communicating system of financial transaction, comprise with lower module:
Log in module, log in client by input log-on message for first user, and connect with server, the Financial Information that reception server sends in real time;
Communication link block, for search the second user that imposes a condition, sends handshaking information, and through searched the second user's out confirmation, the client between first user and the second user is set up instant messaging and is connected;
Logging modle, connect for recording the instant messaging of having confirmed between first user, the second user, record the two for good friend's identity, first user, the second user are in any client being connected with server, and the instant messaging that all can set up between the two connects;
Instant messaging module, sends to the opposing party for first user, the second user's Financial Information and/or transaction record, and the opposing party checks in another client.
7. the instant communicating system for financial transaction as claimed in claim 1, is characterized in that described search condition comprises user's registration information and/or Financial Information keyword; Financial Information keyword comprises title, the evaluation of financial transaction or the limit of financial transaction of financial transaction object, and user's registration information comprises user name, registered address, occupation, age or character type.
8. the instant communicating system for financial transaction as claimed in claim 1, is characterized in that described Financial Information is securities information.
9. the instant communicating system for financial transaction as claimed in claim 1, is characterized in that described Financial Information is foreign exchange information.
10. the instant communicating system for financial transaction as claimed in claim 1, is characterized in that described Financial Information is Futures information, and described server is futures exchange server, and described client is futures exchange client.
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| CN201410313659.2A CN104092597A (en) | 2014-07-03 | 2014-07-03 | Instant communication method and system for financial transactions |
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| CN106920168A (en) * | 2017-03-06 | 2017-07-04 | 上海橙金信息科技有限公司 | Futures point valency exchange information processing method and device |
| CN107230125A (en) * | 2017-04-17 | 2017-10-03 | 太仓鸿策创达广告策划有限公司 | A kind of business interaction method for being used to facilitate transaction |
| CN108154434A (en) * | 2017-12-22 | 2018-06-12 | 深圳市富途网络科技有限公司 | A kind of method and system for realizing self-defined editor's stock index |
| CN108255800A (en) * | 2018-01-12 | 2018-07-06 | 深圳市富途网络科技有限公司 | A kind of customer platform based on shares changing tendency |
| CN108255800B (en) * | 2018-01-12 | 2022-03-22 | 深圳市富途网络科技有限公司 | Client platform based on stock tendency |
| CN108537662A (en) * | 2018-03-09 | 2018-09-14 | 深圳市富途网络科技有限公司 | It is a kind of realize stock exchange hold position with transaction record share method and system |
| CN109886802A (en) * | 2019-02-02 | 2019-06-14 | 中国银行股份有限公司 | It is a kind of to utilize the method for unmanned technology transacting business, server and terminal |
| CN111586100A (en) * | 2020-04-01 | 2020-08-25 | 富途网络科技(深圳)有限公司 | Target object message sending device and method |
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