INVEST: An Expert System for Financial Investments

Authors:
Stephan Heuer;Ulrich Koch;Colin Cryer
Affiliations:
-;-;-
Venue:
IEEE Expert: Intelligent Systems and Their Applications
Year:
1988

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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.