Retirement savings plan advisor: a knowledge-based expert system for tax deferred savings investing

Authors:
Lynne E. Davis;Joseph Woodland
Affiliations:
International Business Machines Corporation, Communication Products Division, Research Triangle Park, North Carolina;International Business Machines Corporation, Communication Products Division, Research Triangle Park, North Carolina
Venue:
CSC '87 Proceedings of the 15th annual conference on Computer Science
Year:
1987

Citing 2
Cited 1

Building expert systems

Building expert systems
Artificial Intelligence Applications for Business

Artificial Intelligence Applications for Business

Seeding expert system technology: a practical approach

CSC '88 Proceedings of the 1988 ACM sixteenth annual conference on Computer science

Quantified Score

Hi-index	0.00

Visualization

Abstract

The Retirement Savings Plan Advisor is a prototype knowledge-based expert system to help an employee allocate investment funds among the options of a tax deferred savings plan. The system provides advice based on the user's personal profile, the objective of the investment funds, and economic indicators. This paper describes the development of the Advisor, the rationale for the subject matter, architecture, implementation, translation, limitations and current use.