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1992 Volume 7
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RESEARCH ARTICLE   Open Access    

Knowledge systems for financial advice

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  • Abstract: The financial domain has seen considerable knowledge Systems activity. Some of the efforts have resulted in deployable Systems, but many others have met with much less success. Commentators have attempted to discern broad, universal indicators which explain or predict success. More recently, however, it has become clearer that a principal cause of the difficultes encountered is the incongruence between the real world task and the System architecture employed by developers. Proceeding from the latter perspective, this paper concerns itself with knowledge Systems for the provision of investment related financial advice. The various tasks involved are differentiated and correlated to the System architectures employed by developers. It is seen that while simple rulebased Systems suffice for some tasks, others indicate the need for techniques such as Case-Based Design.
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  • Cite this article

    V. Mital. 1992. Knowledge systems for financial advice. The Knowledge Engineering Review. 7:6354 doi: 10.1017/S0269888900006354
    V. Mital. 1992. Knowledge systems for financial advice. The Knowledge Engineering Review. 7:6354 doi: 10.1017/S0269888900006354

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RESEARCH ARTICLE   Open Access    

Knowledge systems for financial advice

The Knowledge Engineering Review  7 Article number: 10.1017/S0269888900006354  (1992)  |  Cite this article

Abstract: Abstract: The financial domain has seen considerable knowledge Systems activity. Some of the efforts have resulted in deployable Systems, but many others have met with much less success. Commentators have attempted to discern broad, universal indicators which explain or predict success. More recently, however, it has become clearer that a principal cause of the difficultes encountered is the incongruence between the real world task and the System architecture employed by developers. Proceeding from the latter perspective, this paper concerns itself with knowledge Systems for the provision of investment related financial advice. The various tasks involved are differentiated and correlated to the System architectures employed by developers. It is seen that while simple rulebased Systems suffice for some tasks, others indicate the need for techniques such as Case-Based Design.

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    V. Mital. 1992. Knowledge systems for financial advice. The Knowledge Engineering Review. 7:6354 doi: 10.1017/S0269888900006354
    V. Mital. 1992. Knowledge systems for financial advice. The Knowledge Engineering Review. 7:6354 doi: 10.1017/S0269888900006354
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