An ontology-based model for personalized financial planning product design

Author

Tang, Huixian ; Feng, YanDong

Author_Institution

Dept. of Manage., Zhejiang Univ., Ningbo, China

fYear

2011

fDate

8-10 Aug. 2011

Firstpage

117

Lastpage

120

Abstract

Currently, the financial planning service is becoming one of the most important field for commercial banks. In our country, it is receiving more and more attention in recent years To be successful in this market, organizations need to know what is needed and how to satisfy their customer´s different service demands. However, problems in knowledge management made the product design process to be of low efficiency and quality. In this work, a domain ontology has been implemented and a ontology-based model for personalized financial planning product design has been proposed. The present study will not only further extend the research domain of ontology, but also has great practical significance for financial product customization and financial innovation.

Keywords

banking; financial data processing; financial management; innovation management; ontologies (artificial intelligence); planning; product design; commercial banks; financial innovation; financial product customization; knowledge management; ontology-based model; personalized financial planning product design; Financial management; Ontologies; Organizations; Product design; Profitability; Technological innovation; financial planning service; ontology; personalization; product design;

fLanguage

English

Publisher

ieee

Conference_Titel

Artificial Intelligence, Management Science and Electronic Commerce (AIMSEC), 2011 2nd International Conference on

Conference_Location

Deng Leng

Print_ISBN

978-1-4577-0535-9

Type

conf

DOI

10.1109/AIMSEC.2011.6010372

Filename

6010372