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<p>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.</p>
Colin Cryer, Ulrich Koch, Stephan Heuer, "INVEST: An Expert System for Financial Investments", IEEE Intelligent Systems, vol. 3, no. , pp. 60-68, Summer 1988, doi:10.1109/64.2106
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