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題名 個人理財之模式基底網路服務發展研究
作者 陳儷月
Chen, Li Yueh
貢獻者 余千智
Yu, Chien Chih
陳儷月
Chen, Li Yueh
關鍵詞 個人理財
保險組合
資產配置
投資組合
Personal Financial Planning
Insurance Planning
Asset Allocation
Portfolio Selection
日期 2003
上傳時間 18-Sep-2009 14:24:09 (UTC+8)
摘要 隨著社會的進步、經濟的發展與個人化知識水準的提昇，再加上銀行定存利率趨低，個人理財的重要性愈顯重要。但是，現有文獻及實務上之理財服務功能仍屬片面，缺乏一套完整的流程模式可支援整體之個人理財規劃，如含個人保險組合、資產配置與投資組合等之規劃流程。因此，本研究之目的即在提出一個整合性的個人理財服務之流程模式，含理財流程中不同階段的服務功能與作業流程、理財決策模式及相關推論法則等，同時也將應用現有之系統發展法，建構一套完整的個人理財模式基底網路服務應用系統的架構，設計並建置一原型系統，驗證所提出的架構、流程、模式與方法的可行性與績效。
Promote along with the development and personalization knowledge level of progress, economy of society, and the bank Certificate of Deposit interest rate tends low, the importance of personal financial planning shows the importance more. But, the existing cultural heritage and the financial planning on the actual situation service function are still unilateral, the process mode that lacks of a set of integrity can support whole of personal financial planning programs, if contain personal insurance planning, asset allocation and portfolio selection programming process of etc. Therefore, the purpose of this research is putting forward an integrated process model of personal financial planning service, the service function with financial planning process in different stage and the homework process, the financial planning decision model and the related reasoning rule etc., also will apply the existing system development method, personal financial planning model base network service that constructs a set of integrity applies the structure of the system, designing and building one prototype system, identifying the structure, process, model and the feasibility and the results of the method put forward.
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描述 碩士
國立政治大學
資訊管理研究所
90356030
92
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0090356030
資料類型 thesis
dc.contributor.advisor 余千智zh_TW
dc.contributor.advisor Yu, Chien Chihen_US
dc.contributor.author (Authors) 陳儷月zh_TW
dc.contributor.author (Authors) Chen, Li Yuehen_US
dc.creator (作者) 陳儷月zh_TW
dc.creator (作者) Chen, Li Yuehen_US
dc.date (日期) 2003en_US
dc.date.accessioned 18-Sep-2009 14:24:09 (UTC+8)-
dc.date.available 18-Sep-2009 14:24:09 (UTC+8)-
dc.date.issued (上傳時間) 18-Sep-2009 14:24:09 (UTC+8)-
dc.identifier (Other Identifiers) G0090356030en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/35191-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 資訊管理研究所zh_TW
dc.description (描述) 90356030zh_TW
dc.description (描述) 92zh_TW
dc.description.abstract (摘要) 隨著社會的進步、經濟的發展與個人化知識水準的提昇，再加上銀行定存利率趨低，個人理財的重要性愈顯重要。但是，現有文獻及實務上之理財服務功能仍屬片面，缺乏一套完整的流程模式可支援整體之個人理財規劃，如含個人保險組合、資產配置與投資組合等之規劃流程。因此，本研究之目的即在提出一個整合性的個人理財服務之流程模式，含理財流程中不同階段的服務功能與作業流程、理財決策模式及相關推論法則等，同時也將應用現有之系統發展法，建構一套完整的個人理財模式基底網路服務應用系統的架構，設計並建置一原型系統，驗證所提出的架構、流程、模式與方法的可行性與績效。zh_TW
dc.description.abstract (摘要) Promote along with the development and personalization knowledge level of progress, economy of society, and the bank Certificate of Deposit interest rate tends low, the importance of personal financial planning shows the importance more. But, the existing cultural heritage and the financial planning on the actual situation service function are still unilateral, the process mode that lacks of a set of integrity can support whole of personal financial planning programs, if contain personal insurance planning, asset allocation and portfolio selection programming process of etc. Therefore, the purpose of this research is putting forward an integrated process model of personal financial planning service, the service function with financial planning process in different stage and the homework process, the financial planning decision model and the related reasoning rule etc., also will apply the existing system development method, personal financial planning model base network service that constructs a set of integrity applies the structure of the system, designing and building one prototype system, identifying the structure, process, model and the feasibility and the results of the method put forward.en_US
dc.description.tableofcontents 總目錄
第一章 緒論 1
第一節 研究背景 1
第二節 研究動機與目的 4
第三節 研究架構、方法與範圍 6
第四節 研究流程 9
第二章 文獻探討 10
第一節 決策模式文獻探討 10
第二節 全球資訊網方法在整合性專家決策支援系統之應用 23
第三節 現有國內外個人理財網站比較 29
第三章 個人理財模式基底網路服務分析架構 53
第一節 理財流程與功能 53
第二節 個人理財模式基底網路服務之系統研究架構與流程模式 58
第三節 個人理財模式基底網路服務之決策模式流程 86
第四章 個人理財模式基底網路服務系統發展 89
第一節 個人理財模式基底網路服務之系統觀念架構 89
第二節 應用層 105
第三節 概念層 110
第四節 實體層 114
第五章 個人理財模式基底網路服務原型系統建置 115
第一節 原型系統建置環境介紹 115
第二節 需求分析 116
第三節 概念設計 119
第四節 實體建置 125
第五節 系統評估 165
第六章 結論與未來發展方向 167
第一節 結論 167
第二節 未來發展方向 170
參考文獻 171		zh_TW
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dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0090356030en_US
dc.subject (關鍵詞) 個人理財zh_TW
dc.subject (關鍵詞) 保險組合zh_TW
dc.subject (關鍵詞) 資產配置zh_TW
dc.subject (關鍵詞) 投資組合zh_TW
dc.subject (關鍵詞) Personal Financial Planningen_US
dc.subject (關鍵詞) Insurance Planningen_US
dc.subject (關鍵詞) Asset Allocationen_US
dc.subject (關鍵詞) Portfolio Selectionen_US
dc.title (題名) 個人理財之模式基底網路服務發展研究zh_TW
dc.type (資料類型) thesisen
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