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

Volume

3

Issue

2

fYear

1988

Firstpage

60

Lastpage

68

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;

fLanguage

English

Journal_Title

IEEE Expert

Publisher

ieee

ISSN

0885-9000

Type

jour

DOI

10.1109/64.2106

Filename

2106