Title :
INVEST: an expert system for financial investments
Author :
Heuer, Stephan ; Koch, Ulrich ; Cryer, Colin
Author_Institution :
Inst. fuer Numerische und Instrum. Math., Westfaelische Wilhelms Univ., Muenster, West Germany
Abstract :
A description is given of INVEST, an expert system developed to help make financial decisions. In dialogues with bank officials, INVEST obtains information about a customer´s wishes and attempts to make useful and well-founded investment proposals. INVEST is being written as an application of an expert system shell, DONALD, specially developed for this purpose. DONALD is a frame-based system using frame matching as its principal inference mechanism. The inference method and representation of objects as frames are examined in detail, and a brief description of DONALD is given.<>
Keywords :
expert systems; financial data processing; investment; knowledge engineering; DONALD; INVEST; expert system; expert system shell; financial decisions; financial investments; frame matching; frame-based system; inference mechanism; knowledge engineering; Customer profiles; Diagnostic expert systems; Expert systems; Humans; Inference mechanisms; Instruments; Investments; Medical expert systems; Object oriented modeling; Proposals;
Journal_Title :
IEEE Expert
