• DocumentCode
    3483874
  • Title

    An intelligent system for personal and family financial service

  • Author

    Ye, Zhongxing ; Liu, Xiaojun ; Yao, Yi ; Wang, Jun ; Zhou, Xu ; Lu, Peili ; Yao, Junmin

  • Author_Institution
    Dept. of Math., Jiao Tong Univ., Shanghai, China
  • Volume
    5
  • fYear
    2002
  • fDate
    18-22 Nov. 2002
  • Firstpage
    2325
  • Abstract
    An intelligent system for personal and family financial service is designed. The technologies of data mining, data warehouses, neural networks and expert systems are applied in different moduli of the system. This system is designed for bank representatives to serve their clients by providing the case-based financial plan according to client´s request. After collecting necessary information from the customer the system classifies the type of the client, analyzes his/her financial situation and finally provides a suggested financial plan.
  • Keywords
    bank data processing; data mining; data warehouses; expert systems; neural nets; bank representatives; case-based financial plan; data mining; data warehouses; expert system; family financial service; intelligent system; neural networks; personal financial service; Business; Customer service; Data warehouses; Expert systems; Finance; Input variables; Intelligent systems; Mathematics; Psychology; System testing;
  • fLanguage
    English
  • Publisher
    ieee
  • Conference_Titel
    Neural Information Processing, 2002. ICONIP '02. Proceedings of the 9th International Conference on
  • Print_ISBN
    981-04-7524-1
  • Type

    conf

  • DOI
    10.1109/ICONIP.2002.1201909
  • Filename
    1201909