Personalized support for management of financial instruments by means of software agents

  • Authors:
  • Jarogniew Rykowski

  • Affiliations:
  • Department of Information Technology, The Poznan University of Economics, Poznan, Poland

  • Venue:
  • KES-AMSTA'10 Proceedings of the 4th KES international conference on Agent and multi-agent systems: technologies and applications, Part II
  • Year:
  • 2010

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Abstract

In the paper a new approach is proposed to support personal management of financial instruments such as e-bank accounts and investment funds. The approach is based on using personalized software agents. A set of user agents implements an idea of a personal financial advisor, starting from the root -the main agent-interface to a transactional system of a financial institution, via marketing agents responsible for the generation of personal financial advices based on current user activities, and finishing on specialized agents-interfaces to contact the personal access devices of the users. An "intelligence" of the agents makes it possible to send the requests and gather the answers to/from the agents in different forms, and using different communication channels, natural-language-based communication included.