DATA EXPORT/IMPORT TO OTHER SB SYSTEMS
Some broker firms have business relationship with an oversea broker and take order from this broker for those individual oversea clients. After complete the data entry at the local system, the system can export all concerned transactions into specified files and transfer to the other side who has a similar system via a modem. This arrangement will free the oversea broker from data entry and be able to produce statement for their clients.
Other cases like a broker and an agent. If the agent (e.g. a Finance Company) desire to manage client‘s portfolio with less effort, they can order a SB SYSTEM and use this EXPORT/IMPORT MODULE to collect data from BROKER SIDE. The user will be able to review client’s position as if they are at the broker firm.
Note: The system can export data related to the target system only.
部份證券業參與者,業務分佈不同地區, 而各區各自以POP 系統管理, 但要求將交易記錄, 以電子檔案方式傳送到指定地方並作匯入目的地系統之功能.
Import from External Systems
- Client B/S Transactions
- Client Cash or Cheque P/R Transactions
- Client Stock D/W Transactions
Export to External Systems
- Client Master Data
- Client Stock Holdings