Introduction to operations research, 4th ed.
Introduction to operations research, 4th ed.
Progress report on the theory of endorsements: a heuristic approach to reasoning about uncertainty
PKWBS-W'84 Proceedings of the 1984 IEEE conference on Principles of knowledge-based systems
Developing Knowledge-Based Systems: An Object-Oriented Organizational Approach
Information Resources Management Journal
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FOLIO is an expert system to assist portfolio managers. It interviews a client and, on the basis of expert knowledge, determines the client's investment goals and the portfolio that best meets them. FOLIO is a test bed for a theory of heuristic reasoning about uncertainty (Cohen and Grinberg, 1983), and its task has many parallels to established Al paradigms such as diagnosis in medicine and construction of a student model in ICAI domains. FOLIO uses a goal programming algorithm (Hillier and Lieberman, 1980) as a relaxation method for resolving the client's multiple goals into a portfolio that fits them optimally. This paper discusses the motivations for building FOLIO; its task, design, and operation; and examples of its recommendations.