Merging strategic and tactical planning in dynamic, uncertain environments

An approach to planning in dynamic and uncertain environments is presented. Planning is viewed as a process in which an agent´s long-term goals are transformed into short-term tasks and objectives, given in the context of planning. The model allows for a dynamic balance between long-term strategic planning and short-term tactical planning. A combination of rules and scripts is used. Rules are used for reasoning about long-term strategic choices. Scripts are used for representing short-term tasks and objectives. The uncertainty calculi of RUM/PRIMO are used for supporting reasoning under uncertainty. In the proposed model, it is also possible to achieve seamless integration of case-based reasoning into the planning process. These ideas have been implemented in a system called MARS, which plans in the financial domain of mergers and acquisitions