An intelligent agent-assisted decision support system for family financial planning

Authors:
Shijia Gao;Huaiqing Wang;Dongming Xu;Yingfeng Wang
Affiliations:
Department of Information Systems, City University of Hong Kong, Hong Kong, China and UQ Business School, University of Queensland, Australia;Department of Information Systems, City University of Hong Kong, Hong Kong, China;UQ Business School, University of Queensland, Australia;Department of Information Systems, City University of Hong Kong, Hong Kong, China
Venue:
Decision Support Systems
Year:
2007

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Abstract

The demand for family financial planning (FFP) services is growing dramatically as the financial market grows more complex and people become more aware of the importance of qualified financial guidance. To provide decision support for FFP-related decisions, we formulate a conceptual model for FFP by following Simon's decision-making process model and map our model to the generic FFP process. The design, development, and empirical investigation of an intelligent FFP system for supporting FFP decisions by utilizing intelligent agents and Web-services technology are presented.